Concourse Financial Group Securities’s Plymouth Industrial REIT PLYM Stock Holding History

Concourse Financial Group Securities’s Portfolio PLYM Stock Details PLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-158	Closed	-$3.67K	–	2354
2024 Q2	$3.42K	Buy	158 +56	+55%	+$1.17K	﹤0.01%	1940
2024 Q1	$2.32K	Hold	102	–	–	﹤0.01%	2029
2023 Q4	$2.48K	Sell	102 -73	-42%	-$1.59K	﹤0.01%	1979
2023 Q3	$3.71K	Hold	175	–	–	﹤0.01%	1888
2023 Q2	$4.07K	Hold	175	–	–	﹤0.01%	1881
2023 Q1	$3.72K	Hold	175	–	–	﹤0.01%	1937
2022 Q4	$3.4K	Hold	175	–	–	﹤0.01%	1938
2022 Q3	$3K	Buy	175 +48	+38%	+$930	﹤0.01%	1761
2022 Q2	$2K	Hold	127	–	–	﹤0.01%	2042
2022 Q1	$3K	Buy	127 +73	+135%	+$2.01K	﹤0.01%	1974
2021 Q4	$2K	Hold	54	–	–	﹤0.01%	2217
2021 Q3	$1K	Hold	54	–	–	﹤0.01%	2342
2021 Q2	$1K	Hold	54	–	–	﹤0.01%	2308
2021 Q1	$1K	Hold	54	–	–	﹤0.01%	2274
2020 Q4	$1K	Sell	54 -108	-67%	-$1.44K	﹤0.01%	2217
2020 Q3	$2K	Buy	+162	New	+$2.12K	﹤0.01%	2017

Other funds holding PLYM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Concourse Financial Group Securities's PLYM Position: Q3 2024 in Review

Concourse Financial Group Securities sold out of Plymouth Industrial REIT (PLYM) in Q3 2024, closing a stake of 158 shares — an estimated $3.67K sold.

Concourse Financial Group Securities first reported a position in PLYM in Q3 2020 and held it in 16 quarters. The position peaked at $4.07K in Q2 2023. 192 funds tracked by Wall St. Rank hold PLYM as of Q3 2024.

Concourse Financial Group Securities reported no remaining Plymouth Industrial REIT position as of Q3 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 158 Plymouth Industrial REIT shares in Q3 2024, an estimated $3.67K.
Concourse Financial Group Securities first reported a position in Plymouth Industrial REIT in Q3 2020 and held it in 16 quarters.
Concourse Financial Group Securities's Plymouth Industrial REIT position peaked at $4.07K in Q2 2023.
192 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2024.

Based on Concourse Financial Group Securities's 13F filing for Q3 2024, filed 10 Oct 2024.