Heritage Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Heritage Wealth 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
2025 Q3	–	Sell	-32,674	Closed	-$525K	–	595
2025 Q2	$525K	Hold	32,674	–	–	0.02%	123
2025 Q1	$533K	Hold	32,674	–	–	0.03%	121
2024 Q4	$582K	Sell	32,674 -426	-1%	-$8.42K	0.03%	126
2024 Q3	$748K	Hold	33,100	–	–	0.04%	108
2024 Q2	$708K	Hold	33,100	–	–	0.03%	107
2024 Q1	$745K	Hold	33,100	–	–	0.03%	113
2023 Q4	$797K	Hold	33,100	–	–	0.04%	104
2023 Q3	$693K	Hold	33,100	–	–	0.04%	105
2023 Q2	$762K	Hold	33,100	–	–	0.04%	100
2023 Q1	$695K	Hold	33,100	–	–	0.04%	101
2022 Q4	$635K	Hold	33,100	–	–	0.04%	111
2022 Q3	$556K	Hold	33,100	–	–	0.04%	112
2022 Q2	$581K	Hold	33,100	–	–	0.04%	116
2022 Q1	$897K	Hold	33,100	–	–	0.05%	89
2021 Q4	$1.06M	Hold	33,100	–	–	0.06%	92
2021 Q3	$753K	Hold	33,100	–	–	0.05%	106
2021 Q2	$663K	Hold	33,100	–	–	0.04%	119
2021 Q1	$558K	Hold	33,100	–	–	0.03%	131
2020 Q4	$497K	Buy	+33,100	New	+$443K	0.03%	130

Other funds holding PLYM

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

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

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

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

WHG

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

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

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 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

SAM

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

Heritage Wealth Advisors's PLYM Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q3 2025, closing a stake of 32,674 shares — an estimated $525K sold.

Heritage Wealth Advisors first reported a position in PLYM in Q4 2020 and held it in 19 quarters. The position peaked at $1.06M in Q4 2021. 197 funds tracked by Wall St. Rank hold PLYM as of Q3 2025.

Heritage Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q3 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 32,674 Plymouth Industrial REIT shares in Q3 2025, an estimated $525K.
Heritage Wealth Advisors first reported a position in Plymouth Industrial REIT in Q4 2020 and held it in 19 quarters.
Heritage Wealth Advisors's Plymouth Industrial REIT position peaked at $1.06M in Q4 2021.
197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.