EverSource Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

EverSource Wealth Advisors’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	-88	Closed	-$1.93K	–	4478
2025 Q4	$1.93K	Sell	88 -80	-48%	-$1.76K	﹤0.01%	3512
2025 Q3	$3.76K	Buy	168 +44	+35%	+$808	﹤0.01%	3280
2025 Q2	$2K	Buy	124 +26	+27%	+$406	﹤0.01%	3508
2025 Q1	$1.6K	Sell	98 -19	-16%	-$321	﹤0.01%	3026
2024 Q4	$2.08K	Buy	+117	New	+$2.31K	﹤0.01%	2699

Other funds holding PLYM

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

EverSource Wealth Advisors's PLYM Position: Q1 2026 in Review

EverSource Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 88 shares — an estimated $1.93K sold.

EverSource Wealth Advisors first reported a position in PLYM in Q4 2024 and held it in 5 quarters. The position peaked at $3.76K in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

EverSource Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
EverSource Wealth Advisors sold 88 Plymouth Industrial REIT shares in Q1 2026, an estimated $1.93K.
EverSource Wealth Advisors first reported a position in Plymouth Industrial REIT in Q4 2024 and held it in 5 quarters.
EverSource Wealth Advisors's Plymouth Industrial REIT position peaked at $3.76K in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.