Lindbrook Capital’s Plymouth Industrial REIT PLYM Stock Holding History

Lindbrook Capital’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
2025 Q1	$8.48K	Buy	520 +494	+1,900%	+$8.33K	﹤0.01%	1721
2024 Q4	$463	Sell	26 -65	-71%	-$1.28K	﹤0.01%	2642
2024 Q3	$2.06K	Hold	91	–	–	﹤0.01%	2334
2024 Q2	$1.95K	Buy	91 +63	+225%	+$1.32K	﹤0.01%	2348
2024 Q1	$630	Hold	28	–	–	﹤0.01%	2495
2023 Q4	$674	Buy	+28	New	+$609	﹤0.01%	2542
2023 Q3	–	Sell	-390	Closed	-$8.98K	–	2796
2023 Q2	$8.98K	Hold	390	–	–	﹤0.01%	1530
2023 Q1	$8.19K	Hold	390	–	–	﹤0.01%	1583
2022 Q4	$7.48K	Sell	390 -25	-6%	-$473	﹤0.01%	1582
2022 Q3	$7K	Buy	415 +25	+6%	+$484	﹤0.01%	1508
2022 Q2	$7K	Buy	+390	New	+$8.44K	﹤0.01%	1426

Other funds holding PLYM

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MIRH

Madison International Realty Holdings New York $54.9M AUM

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lindbrook Capital's PLYM Position: Q1 2025 in Review

Lindbrook Capital increased its Plymouth Industrial REIT (PLYM) stake by 1,900% in Q1 2025, buying an estimated $8.33K and bringing the position to 520 shares worth $8.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

Lindbrook Capital first reported a position in PLYM in Q2 2022 and has held it in 11 quarters since. The position peaked at $8.98K in Q2 2023. 197 funds tracked by Wall St. Rank hold PLYM as of Q1 2025.

Lindbrook Capital held 520 shares of Plymouth Industrial REIT worth $8.48K as of Q1 2025.
Lindbrook Capital bought 494 Plymouth Industrial REIT shares in Q1 2025, an estimated $8.33K.
Plymouth Industrial REIT made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1721 holding.
Lindbrook Capital first reported a position in Plymouth Industrial REIT in Q2 2022 and has held it in 11 quarters since.
Lindbrook Capital's Plymouth Industrial REIT position peaked at $8.98K in Q2 2023.
197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.