Creative Planning’s Plymouth Industrial REIT PLYM Stock Holding History

Creative Planning’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
2026 Q1	–	Sell	-18,791	Closed	-$411K	–	4177
2025 Q4	$411K	Sell	18,791 -1,397	-7%	-$30.7K	﹤0.01%	3011
2025 Q3	$451K	Sell	20,188 -492	-2%	-$9.03K	﹤0.01%	2815
2025 Q2	$332K	Sell	20,680 -672	-3%	-$10.5K	﹤0.01%	2814
2025 Q1	$348K	Buy	21,352 +19,308	+945%	+$326K	﹤0.01%	2617
2024 Q4	$36.4K	Buy	+2,044	New	+$40.4K	﹤0.01%	3280

Other funds holding PLYM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Creative Planning's PLYM Position: Q1 2026 in Review

Creative Planning sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 18,791 shares — an estimated $411K sold.

Creative Planning first reported a position in PLYM in Q4 2024 and held it in 5 quarters. The position peaked at $451K in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

Creative Planning reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
Creative Planning sold 18,791 Plymouth Industrial REIT shares in Q1 2026, an estimated $411K.
Creative Planning first reported a position in Plymouth Industrial REIT in Q4 2024 and held it in 5 quarters.
Creative Planning's Plymouth Industrial REIT position peaked at $451K in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.