Larson Financial Group’s Plymouth Industrial REIT PLYM Stock Holding History

Larson Financial Group’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	-99	Closed	-$2.17K	–	3760
2025 Q4	$2.17K	Buy	99 +11	+13%	+$242	﹤0.01%	2762
2025 Q3	$1.97K	Buy	88 +3	+4%	+$55	﹤0.01%	2716
2025 Q2	$1.36K	Sell	85 -437	-84%	-$6.83K	﹤0.01%	2539
2025 Q1	$8.51K	Buy	+522	New	+$8.81K	﹤0.01%	1695

Other funds holding PLYM

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

Larson Financial Group's PLYM Position: Q1 2026 in Review

Larson Financial Group sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 99 shares — an estimated $2.17K sold.

Larson Financial Group first reported a position in PLYM in Q1 2025 and held it in 4 quarters. The position peaked at $8.51K in Q1 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

Larson Financial Group reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
Larson Financial Group sold 99 Plymouth Industrial REIT shares in Q1 2026, an estimated $2.17K.
Larson Financial Group first reported a position in Plymouth Industrial REIT in Q1 2025 and held it in 4 quarters.
Larson Financial Group's Plymouth Industrial REIT position peaked at $8.51K in Q1 2025.
1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.