Jackson Creek Investment Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Jackson Creek Investment 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
2024 Q4	–	Sell	-62,582	Closed	-$1.41M	–	346
2024 Q3	$1.41M	Buy	+62,582	New	+$1.45M	0.42%	137
2024 Q1	–	Sell	-47,848	Closed	-$1.15M	–	355
2023 Q4	$1.15M	Sell	47,848 -6	-0%	-$130	0.44%	55
2023 Q3	$1M	Sell	47,854 -57	-0.1%	-$1.28K	0.42%	71
2023 Q2	$1.1M	Buy	47,911 +1,943	+4%	+$41.5K	0.44%	54
2023 Q1	$966K	Sell	45,968 -10	-0%	-$211	0.41%	66
2022 Q4	$882K	Buy	+45,978	New	+$871K	0.39%	115

Other funds holding PLYM

MIRH

Madison International Realty Holdings New York $54.9M AUM

Jennison Associates New York $167B AUM 44.17% 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

Jackson Creek Investment Advisors's PLYM Position: Q4 2024 in Review

Jackson Creek Investment Advisors sold out of Plymouth Industrial REIT (PLYM) in Q4 2024, closing a stake of 62,582 shares — an estimated $1.41M sold.

Jackson Creek Investment Advisors first reported a position in PLYM in Q4 2022 and held it in 6 quarters. The position peaked at $1.41M in Q3 2024. 185 funds tracked by Wall St. Rank hold PLYM as of Q4 2024.

Jackson Creek Investment Advisors reported no remaining Plymouth Industrial REIT position as of Q4 2024 after selling out during the quarter.
Jackson Creek Investment Advisors sold 62,582 Plymouth Industrial REIT shares in Q4 2024, an estimated $1.41M.
Jackson Creek Investment Advisors first reported a position in Plymouth Industrial REIT in Q4 2022 and held it in 6 quarters.
Jackson Creek Investment Advisors's Plymouth Industrial REIT position peaked at $1.41M in Q3 2024.
185 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.