HIM
PLYM

Hillsdale Investment Management’s Plymouth Industrial REIT PLYM Stock Holding History

Hillsdale Investment 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
2022
Q3 		– Sell
-154,100
Closed -$2.7M – 596
2022
Q2 		$2.7M Sell
154,100
-600
-0.4% -$13K 0.22% 148
2022
Q1 		$4.19M Sell
154,700
-1,500
-1% -$41.3K 0.27% 131
2021
Q4 		$5M Buy
+156,200
New +$4.33M 0.33% 107

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Hillsdale Investment Management's PLYM Position: Q3 2022 in Review

Hillsdale Investment Management sold out of Plymouth Industrial REIT (PLYM) in Q3 2022, closing a stake of 154,100 shares — an estimated $2.7M sold.

Hillsdale Investment Management first reported a position in PLYM in Q4 2021 and held it in 3 quarters. The position peaked at $5M in Q4 2021. 148 funds tracked by Wall St. Rank hold PLYM as of Q3 2022.

  • Hillsdale Investment Management reported no remaining Plymouth Industrial REIT position as of Q3 2022 after selling out during the quarter.
  • Hillsdale Investment Management sold 154,100 Plymouth Industrial REIT shares in Q3 2022, an estimated $2.7M.
  • Hillsdale Investment Management first reported a position in Plymouth Industrial REIT in Q4 2021 and held it in 3 quarters.
  • Hillsdale Investment Management's Plymouth Industrial REIT position peaked at $5M in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2022.

Based on Hillsdale Investment Management's 13F filing for Q3 2022, filed 10 Nov 2022.