Guardian Wealth Management (Illinois)’s Plymouth Industrial REIT PLYM Stock Holding History

Guardian Wealth Management (Illinois)’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
2025 Q2	–	Sell	-457	Closed	-$7.45K	–	157
2025 Q1	$7.45K	Sell	457 -93	-17%	-$1.57K	0.01%	175
2024 Q4	$9.79K	Hold	550	–	–	0.01%	169
2024 Q3	$12.4K	Hold	550	–	–	0.01%	158
2024 Q2	$11.8K	Hold	550	–	–	0.01%	158
2024 Q1	$12.4K	Hold	550	–	–	0.01%	154
2023 Q4	$13.2K	Hold	550	–	–	0.01%	149
2023 Q3	$11.5K	Hold	550	–	–	0.01%	154
2023 Q2	$12.7K	Hold	550	–	–	0.01%	148
2023 Q1	$11.6K	Hold	550	–	–	0.01%	151
2022 Q4	$10.5K	Hold	550	–	–	0.01%	162
2022 Q3	$9K	Buy	+550	New	+$10.7K	0.01%	164
2022 Q2	–	Sell	-518	Closed	-$14K	–	228
2022 Q1	$14K	Sell	518 -76,614	-99%	-$2.11M	0.01%	165
2021 Q4	$2.47M	Buy	+77,132	New	+$2.14M	2.38%	10

Other funds holding PLYM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s PLYM Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Plymouth Industrial REIT (PLYM) in Q2 2025, closing a stake of 457 shares — an estimated $7.45K sold.

Guardian Wealth Management (Illinois) first reported a position in PLYM in Q4 2021 and held it in 13 quarters. The position peaked at $2.47M in Q4 2021. 184 funds tracked by Wall St. Rank hold PLYM as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Plymouth Industrial REIT position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 457 Plymouth Industrial REIT shares in Q2 2025, an estimated $7.45K.
Guardian Wealth Management (Illinois) first reported a position in Plymouth Industrial REIT in Q4 2021 and held it in 13 quarters.
Guardian Wealth Management (Illinois)'s Plymouth Industrial REIT position peaked at $2.47M in Q4 2021.
184 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.