LCM
PLYM

LDR Capital Management’s Plymouth Industrial REIT PLYM Stock Holding History

LDR Capital Management’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
2022
Q4 		– Sell
-269,562
Closed -$4.53M – 46
2022
Q3 		$4.53M Sell
269,562
-37,612
-12% -$728K 2.29% 10
2022
Q2 		$5.39M Sell
307,174
-1,667
-0.5% -$36.1K 2.26% 12
2022
Q1 		$8.37M Buy
308,841
+2,955
+1% +$81.4K 2.63% 8
2021
Q4 		$9.79M Buy
305,886
+841
+0.3% +$23.3K 4.47% 6
2021
Q3 		$6.94M Buy
305,045
+8,177
+3% +$184K 3.93% 12
2021
Q2 		$5.94M Sell
296,868
-93,399
-24% -$1.76M 3.73% 10
2021
Q1 		$6.58M Sell
390,267
-3,065
-0.8% -$47.9K 4.98% 7
2020
Q4 		$5.9M Hold
393,332
– – 4.55% 9
2020
Q3 		$4.85M Buy
393,332
+3,738
+1% +$48.8K 4.82% 9
2020
Q2 		$4.99M Sell
389,594
-1,232
-0.3% -$16.3K 5.83% 7
2020
Q1 		$4.36M Sell
390,826
-117,824
-23% -$2.02M 7.55% 5
2019
Q4 		$9.35M Buy
508,650
+270
+0.1% +$4.97K 5.61% 6
2019
Q3 		$9.31M Buy
508,380
+315,504
+164% +$5.87M 7.09% 4
2019
Q2 		$3.65M Buy
+192,876
New +$3.43M 2.5% 16

Other funds holding PLYM

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LDR Capital Management's PLYM Position: Q4 2022 in Review

LDR Capital Management sold out of Plymouth Industrial REIT (PLYM) in Q4 2022, closing a stake of 269,562 shares — an estimated $4.53M sold.

LDR Capital Management first reported a position in PLYM in Q2 2019 and held it in 14 quarters. The position peaked at $9.79M in Q4 2021. 153 funds tracked by Wall St. Rank hold PLYM as of Q4 2022.

  • LDR Capital Management reported no remaining Plymouth Industrial REIT position as of Q4 2022 after selling out during the quarter.
  • LDR Capital Management sold 269,562 Plymouth Industrial REIT shares in Q4 2022, an estimated $4.53M.
  • LDR Capital Management first reported a position in Plymouth Industrial REIT in Q2 2019 and held it in 14 quarters.
  • LDR Capital Management's Plymouth Industrial REIT position peaked at $9.79M in Q4 2021.
  • 153 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2022.

Based on LDR Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.