K2 Principal Fund’s Plymouth Industrial REIT PLYM Stock Holding History

K2 Principal Fund’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
2026 Q1	–	Sell	-24,204	Closed	-$530K	–	532
2025 Q4	$530K	Sell	24,204 -7,796	-24%	-$171K	0.04%	262
2025 Q3	$715K	Buy	+32,000	New	+$588K	0.06%	207

Other funds holding PLYM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

K2 Principal Fund's PLYM Position: Q1 2026 in Review

K2 Principal Fund sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 24,204 shares — an estimated $530K sold.

K2 Principal Fund first reported a position in PLYM in Q3 2025 and held it in 2 quarters. The position peaked at $715K in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

K2 Principal Fund reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
K2 Principal Fund sold 24,204 Plymouth Industrial REIT shares in Q1 2026, an estimated $530K.
K2 Principal Fund first reported a position in Plymouth Industrial REIT in Q3 2025 and held it in 2 quarters.
K2 Principal Fund's Plymouth Industrial REIT position peaked at $715K in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on K2 Principal Fund's 13F filing for Q1 2026, filed 14 May 2026.