Hennion & Walsh Asset Management’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-11,237
| Closed | -$246K | – | 980 |
|
|
2025
Q4 | $246K | Sell |
11,237
-135
| -1% | -$2.97K | 0.01% | 869 |
|
|
2025
Q3 | $254K | Sell |
11,372
-23
| -0.2% | -$422 | 0.01% | 878 |
|
|
2025
Q2 | $183K | Sell |
11,395
-194
| -2% | -$3.03K | 0.01% | 898 |
|
|
2025
Q1 | $189K | Sell |
11,589
-39
| -0.3% | -$658 | 0.01% | 839 |
|
|
2024
Q4 | $207K | Buy |
11,628
+2,697
| +30% | +$53.3K | 0.01% | 824 |
|
|
2024
Q3 | $202K | Buy |
+8,931
| New | +$208K | 0.01% | 830 |
|
|
2024
Q1 | – | Sell |
-16,894
| Closed | -$407K | – | 876 |
|
|
2023
Q4 | $407K | Sell |
16,894
-2,308
| -12% | -$50.2K | 0.02% | 604 |
|
|
2023
Q3 | $402K | Sell |
19,202
-22,049
| -53% | -$496K | 0.03% | 582 |
|
|
2023
Q2 | $950K | Sell |
41,251
-1,848
| -4% | -$39.5K | 0.06% | 381 |
|
|
2023
Q1 | $906K | Sell |
43,099
-29,242
| -40% | -$616K | 0.06% | 380 |
|
|
2022
Q4 | $1.39M | Sell |
72,341
-10,482
| -13% | -$198K | 0.09% | 270 |
|
|
2022
Q3 | $1.39M | Sell |
82,823
-101,050
| -55% | -$1.96M | 0.09% | 255 |
|
|
2022
Q2 | $3.23M | Sell |
183,873
-1,658
| -0.9% | -$35.9K | 0.2% | 134 |
|
|
2022
Q1 | $5.03M | Sell |
185,531
-15,433
| -8% | -$425K | 0.27% | 98 |
|
|
2021
Q4 | $6.43M | Buy |
200,964
+9,309
| +5% | +$258K | 0.32% | 87 |
|
|
2021
Q3 | $4.36M | Buy |
191,655
+7,180
| +4% | +$161K | 0.23% | 113 |
|
|
2021
Q2 | $3.69M | Buy |
184,475
+7,171
| +4% | +$135K | 0.2% | 134 |
|
|
2021
Q1 | $2.99M | Buy |
+177,304
| New | +$2.77M | 0.18% | 156 |
|
Other funds holding PLYM
Hennion & Walsh Asset Management's PLYM Position: Q1 2026 in Review
Hennion & Walsh Asset Management sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 11,237 shares — an estimated $246K sold.
Hennion & Walsh Asset Management first reported a position in PLYM in Q1 2021 and held it in 18 quarters. The position peaked at $6.43M in Q4 2021. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.
- Hennion & Walsh Asset Management reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
- Hennion & Walsh Asset Management sold 11,237 Plymouth Industrial REIT shares in Q1 2026, an estimated $246K.
- Hennion & Walsh Asset Management first reported a position in Plymouth Industrial REIT in Q1 2021 and held it in 18 quarters.
- Hennion & Walsh Asset Management's Plymouth Industrial REIT position peaked at $6.43M in Q4 2021.
- 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.
Based on Hennion & Walsh Asset Management's 13F filing for Q1 2026, filed 13 May 2026.