Horst & Graben Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Horst & Graben Wealth 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
2024 Q4	–	Sell	-30,246	Closed	-$684K	–	163
2024 Q3	$684K	Hold	30,246	–	–	0.12%	73
2024 Q2	$647K	Hold	30,246	–	–	0.12%	71
2024 Q1	$681K	Hold	30,246	–	–	0.14%	70
2023 Q4	$728K	Hold	30,246	–	–	0.16%	64
2023 Q3	$634K	Hold	30,246	–	–	0.16%	60
2023 Q2	$696K	Hold	30,246	–	–	0.17%	60
2023 Q1	$635K	Hold	30,246	–	–	0.16%	61
2022 Q4	$580K	Hold	30,246	–	–	0.15%	71
2022 Q3	$508K	Hold	30,246	–	–	0.14%	74
2022 Q2	$531K	Hold	30,246	–	–	0.14%	75
2022 Q1	$820K	Hold	30,246	–	–	0.2%	57
2021 Q4	$968K	Buy	30,246 +246	+0.8%	+$6.82K	0.24%	55
2021 Q3	$683K	Hold	30,000	–	–	0.19%	58
2021 Q2	$601K	Hold	30,000	–	–	0.17%	67
2021 Q1	$506K	Hold	30,000	–	–	0.16%	78
2020 Q4	$450K	Hold	30,000	–	–	0.16%	75
2020 Q3	$370K	Hold	30,000	–	–	0.14%	79
2020 Q2	$384K	Hold	30,000	–	–	0.17%	64
2020 Q1	$335K	Buy	+30,000	New	+$515K	0.18%	65

Other funds holding PLYM

MIRH

Madison International Realty Holdings New York $54.9M AUM

Jennison Associates New York $145B AUM 34.61% 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

WHG

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

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

SAM

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Horst & Graben Wealth Management's PLYM Position: Q4 2024 in Review

Horst & Graben Wealth Management sold out of Plymouth Industrial REIT (PLYM) in Q4 2024, closing a stake of 30,246 shares — an estimated $684K sold.

Horst & Graben Wealth Management first reported a position in PLYM in Q1 2020 and held it in 19 quarters. The position peaked at $968K in Q4 2021. 185 funds tracked by Wall St. Rank hold PLYM as of Q4 2024.

Horst & Graben Wealth Management reported no remaining Plymouth Industrial REIT position as of Q4 2024 after selling out during the quarter.
Horst & Graben Wealth Management sold 30,246 Plymouth Industrial REIT shares in Q4 2024, an estimated $684K.
Horst & Graben Wealth Management first reported a position in Plymouth Industrial REIT in Q1 2020 and held it in 19 quarters.
Horst & Graben Wealth Management's Plymouth Industrial REIT position peaked at $968K in Q4 2021.
185 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2024.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.