FM
PLYM

Foster & Motley’s Plymouth Industrial REIT PLYM Stock Holding History

Foster & Motley’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
-14,321
Closed -$306K – 389
2024
Q2 		$306K Sell
14,321
-11,404
-44% -$239K 0.02% 319
2024
Q1 		$579K Sell
25,725
-16,267
-39% -$362K 0.04% 250
2023
Q4 		$1.01M Sell
41,992
-35,126
-46% -$764K 0.08% 198
2023
Q3 		$1.62M Sell
77,118
-64,160
-45% -$1.44M 0.13% 159
2023
Q2 		$3.25M Buy
141,278
+42,822
+43% +$915K 0.25% 113
2023
Q1 		$2.07M Buy
98,456
+40,234
+69% +$848K 0.17% 154
2022
Q4 		$1.12M Buy
58,222
+42,367
+267% +$802K 0.1% 203
2022
Q3 		$267K Buy
+15,855
New +$307K 0.03% 316

Other funds holding PLYM

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foster & Motley's PLYM Position: Q3 2024 in Review

Foster & Motley sold out of Plymouth Industrial REIT (PLYM) in Q3 2024, closing a stake of 14,321 shares — an estimated $306K sold.

Foster & Motley first reported a position in PLYM in Q3 2022 and held it in 8 quarters. The position peaked at $3.25M in Q2 2023. 192 funds tracked by Wall St. Rank hold PLYM as of Q3 2024.

  • Foster & Motley reported no remaining Plymouth Industrial REIT position as of Q3 2024 after selling out during the quarter.
  • Foster & Motley sold 14,321 Plymouth Industrial REIT shares in Q3 2024, an estimated $306K.
  • Foster & Motley first reported a position in Plymouth Industrial REIT in Q3 2022 and held it in 8 quarters.
  • Foster & Motley's Plymouth Industrial REIT position peaked at $3.25M in Q2 2023.
  • 192 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2024.

Based on Foster & Motley's 13F filing for Q3 2024, filed 30 Oct 2024.