Kestra Private Wealth Services’s Plymouth Industrial REIT PLYM Stock Holding History

Kestra Private Wealth 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	-29,280	Closed	-$641K	–	1852
2025 Q4	$641K	Buy	29,280 +421	+1%	+$9.25K	0.01%	1026
2025 Q3	$644K	Sell	28,859 -7,114	-20%	-$131K	0.01%	979
2025 Q2	$578K	Buy	35,973 +17,169	+91%	+$268K	0.01%	959
2025 Q1	$307K	Buy	+18,804	New	+$317K	0.01%	1189

Other funds holding PLYM

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

Kestra Private Wealth Services's PLYM Position: Q1 2026 in Review

Kestra Private Wealth Services sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 29,280 shares — an estimated $641K sold.

Kestra Private Wealth Services first reported a position in PLYM in Q1 2025 and held it in 4 quarters. The position peaked at $644K in Q3 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

Kestra Private Wealth Services reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
Kestra Private Wealth Services sold 29,280 Plymouth Industrial REIT shares in Q1 2026, an estimated $641K.
Kestra Private Wealth Services first reported a position in Plymouth Industrial REIT in Q1 2025 and held it in 4 quarters.
Kestra Private Wealth Services's Plymouth Industrial REIT position peaked at $644K in Q3 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.