CCM
PLYM

Copeland Capital Management’s Plymouth Industrial REIT PLYM Stock Holding History

Copeland Capital Management’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
2025
Q3 		– Sell
-4,083
Closed -$65.6K – 299
2025
Q2 		$65.6K Buy
4,083
+574
+16% +$8.97K ﹤0.01% 180
2025
Q1 		$57.2K Buy
3,509
+1,558
+80% +$26.3K ﹤0.01% 174
2024
Q4 		$34.7K Buy
1,951
+30
+2% +$593 ﹤0.01% 211
2024
Q3 		$43.4K Buy
+1,921
New +$44.6K ﹤0.01% 195
2024
Q2 		– Sell
-1,299
Closed -$29.2K – 219
2024
Q1 		$29.2K Buy
1,299
+16
+1% +$357 ﹤0.01% 191
2023
Q4 		$30.9K Sell
1,283
-284
-18% -$6.17K ﹤0.01% 175
2023
Q3 		$32.8K Buy
1,567
+12
+0.8% +$270 ﹤0.01% 159
2023
Q2 		$35.8K Sell
1,555
-376
-19% -$8.04K ﹤0.01% 159
2023
Q1 		$41K Buy
1,931
+153
+9% +$3.22K ﹤0.01% 163
2022
Q4 		$34K Buy
1,778
+28
+2% +$530 ﹤0.01% 173
2022
Q3 		$29K Buy
+1,750
New +$33.9K ﹤0.01% 175

Other funds holding PLYM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Copeland Capital Management's PLYM Position: Q3 2025 in Review

Copeland Capital Management sold out of Plymouth Industrial REIT (PLYM) in Q3 2025, closing a stake of 4,083 shares — an estimated $65.6K sold.

Copeland Capital Management first reported a position in PLYM in Q3 2022 and held it in 11 quarters. The position peaked at $65.6K in Q2 2025. 197 funds tracked by Wall St. Rank hold PLYM as of Q3 2025.

  • Copeland Capital Management reported no remaining Plymouth Industrial REIT position as of Q3 2025 after selling out during the quarter.
  • Copeland Capital Management sold 4,083 Plymouth Industrial REIT shares in Q3 2025, an estimated $65.6K.
  • Copeland Capital Management first reported a position in Plymouth Industrial REIT in Q3 2022 and held it in 11 quarters.
  • Copeland Capital Management's Plymouth Industrial REIT position peaked at $65.6K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2025.

Based on Copeland Capital Management's 13F filing for Q3 2025, filed 17 Oct 2025.