Kestra Advisory Services’s Plymouth Industrial REIT PLYM Stock Holding History

Kestra Advisory Services’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	-31,671	Closed	-$693K	–	4074
2025 Q4	$693K	Buy	31,671 +41	+0.1%	+$901	﹤0.01%	1917
2025 Q3	$706K	Buy	+31,630	New	+$581K	﹤0.01%	1831

Other funds holding PLYM

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

Kestra Advisory Services's PLYM Position: Q1 2026 in Review

Kestra Advisory Services sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 31,671 shares — an estimated $693K sold.

Kestra Advisory Services first reported a position in PLYM in Q3 2025 and held it in 2 quarters. The position peaked at $706K in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

Kestra Advisory Services reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 31,671 Plymouth Industrial REIT shares in Q1 2026, an estimated $693K.
Kestra Advisory Services first reported a position in Plymouth Industrial REIT in Q3 2025 and held it in 2 quarters.
Kestra Advisory Services's Plymouth Industrial REIT position peaked at $706K in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.