IA
PLYM

IndexIQ Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

IndexIQ 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
2022
Q1 		$288K Sell
10,614
-25,053
-70% -$690K 0.01% 990
2021
Q4 		$1.14M Sell
35,667
-1,999
-5% -$55.4K 0.04% 281
2021
Q3 		$857K Buy
37,666
+1,437
+4% +$32.3K 0.03% 328
2021
Q2 		$726K Buy
36,229
+12,239
+51% +$231K 0.02% 347
2021
Q1 		$404K Buy
+23,990
New +$375K 0.01% 609

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

IndexIQ Advisors's PLYM Position: Q1 2022 in Review

IndexIQ Advisors reduced its Plymouth Industrial REIT (PLYM) stake by 70% in Q1 2022, selling an estimated $690K and leaving 10,614 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #990.

IndexIQ Advisors first reported a position in PLYM in Q1 2021 and has held it in 5 quarters since. The position peaked at $1.14M in Q4 2021. 162 funds tracked by Wall St. Rank hold PLYM as of Q1 2022.

  • IndexIQ Advisors held 10,614 shares of Plymouth Industrial REIT worth $288K as of Q1 2022.
  • IndexIQ Advisors sold 25,053 Plymouth Industrial REIT shares in Q1 2022, an estimated $690K.
  • Plymouth Industrial REIT made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #990 holding.
  • IndexIQ Advisors first reported a position in Plymouth Industrial REIT in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's Plymouth Industrial REIT position peaked at $1.14M in Q4 2021.
  • 162 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.