GeoWealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

GeoWealth 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
2026 Q1	–	Sell	-11,382	Closed	-$249K	–	896
2025 Q4	$249K	Sell	11,382 -820	-7%	-$18K	0.01%	618
2025 Q3	$272K	Buy	12,202 +1,013	+9%	+$18.6K	0.01%	616
2025 Q2	$180K	Buy	+11,189	New	+$175K	0.01%	693

Other funds holding PLYM

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

GeoWealth Management's PLYM Position: Q1 2026 in Review

GeoWealth Management sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 11,382 shares — an estimated $249K sold.

GeoWealth Management first reported a position in PLYM in Q2 2025 and held it in 3 quarters. The position peaked at $272K in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

GeoWealth Management reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
GeoWealth Management sold 11,382 Plymouth Industrial REIT shares in Q1 2026, an estimated $249K.
GeoWealth Management first reported a position in Plymouth Industrial REIT in Q2 2025 and held it in 3 quarters.
GeoWealth Management's Plymouth Industrial REIT position peaked at $272K in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.