Focus Partners Wealth
PLYM

Focus Partners Wealth’s Plymouth Industrial REIT PLYM Stock Holding History

Focus Partners Wealth’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
-52,090
Closed -$1.14M – 2793
2025
Q4 		$1.14M Buy
52,090
+15,673
+43% +$344K ﹤0.01% 1581
2025
Q3 		$813K Sell
36,417
-18,751
-34% -$344K ﹤0.01% 1381
2025
Q2 		$886K Buy
55,168
+93
+0.2% +$1.45K ﹤0.01% 1195
2025
Q1 		$898K Buy
55,075
+37,484
+213% +$632K ﹤0.01% 1102
2024
Q4 		$313K Buy
17,591
+27
+0.2% +$534 ﹤0.01% 1530
2024
Q3 		$397K Sell
17,564
-58,848
-77% -$1.37M ﹤0.01% 1221
2024
Q2 		$1.63M Buy
76,412
+52,796
+224% +$1.11M 0.01% 693
2024
Q1 		$531K Buy
+23,616
New +$526K ﹤0.01% 717

Other funds holding PLYM

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

Focus Partners Wealth's PLYM Position: Q1 2026 in Review

Focus Partners Wealth sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 52,090 shares — an estimated $1.14M sold.

Focus Partners Wealth first reported a position in PLYM in Q1 2024 and held it in 8 quarters. The position peaked at $1.63M in Q2 2024. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

  • Focus Partners Wealth reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 52,090 Plymouth Industrial REIT shares in Q1 2026, an estimated $1.14M.
  • Focus Partners Wealth first reported a position in Plymouth Industrial REIT in Q1 2024 and held it in 8 quarters.
  • Focus Partners Wealth's Plymouth Industrial REIT position peaked at $1.63M in Q2 2024.
  • 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.