Heartland Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Heartland 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	-300,000	Closed	-$6.56M	–	260
2025 Q4	$6.56M	Sell	300,000 -355,475	-54%	-$7.81M	0.35%	115
2025 Q3	$14.6M	Sell	655,475 -1,625	-0.2%	-$29.8K	0.77%	41
2025 Q2	$10.6M	Buy	657,100 +107,200	+19%	+$1.67M	0.59%	61
2025 Q1	$8.96M	Buy	549,900 +198,900	+57%	+$3.36M	0.51%	81
2024 Q4	$6.25M	Buy	351,000 +151,000	+76%	+$2.98M	0.34%	118
2024 Q3	$4.52M	Buy	+200,000	New	+$4.65M	0.24%	142

Other funds holding PLYM

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

Heartland Advisors's PLYM Position: Q1 2026 in Review

Heartland Advisors sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 300,000 shares — an estimated $6.56M sold.

Heartland Advisors first reported a position in PLYM in Q3 2024 and held it in 6 quarters. The position peaked at $14.6M in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

Heartland Advisors reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
Heartland Advisors sold 300,000 Plymouth Industrial REIT shares in Q1 2026, an estimated $6.56M.
Heartland Advisors first reported a position in Plymouth Industrial REIT in Q3 2024 and held it in 6 quarters.
Heartland Advisors's Plymouth Industrial REIT position peaked at $14.6M in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Heartland Advisors's 13F filing for Q1 2026, filed 6 May 2026.