LPL Financial’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-12,562
| Closed | -$275K | – | 6123 |
|
|
2025
Q4 | $275K | Sell |
12,562
-4,209
| -25% | -$92.5K | ﹤0.01% | 5216 |
|
|
2025
Q3 | $375K | Sell |
16,771
-34,529
| -67% | -$634K | ﹤0.01% | 4868 |
|
|
2025
Q2 | $824K | Sell |
51,300
-2,193
| -4% | -$34.3K | ﹤0.01% | 3923 |
|
|
2025
Q1 | $872K | Sell |
53,493
-1,901
| -3% | -$32.1K | ﹤0.01% | 3675 |
|
|
2024
Q4 | $986K | Sell |
55,394
-609
| -1% | -$12K | ﹤0.01% | 3503 |
|
|
2024
Q3 | $1.27M | Sell |
56,003
-15,240
| -21% | -$354K | ﹤0.01% | 3165 |
|
|
2024
Q2 | $1.52M | Buy |
71,243
+5,227
| +8% | +$110K | ﹤0.01% | 2851 |
|
|
2024
Q1 | $1.49M | Sell |
66,016
-2,614
| -4% | -$58.2K | ﹤0.01% | 2819 |
|
|
2023
Q4 | $1.65M | Sell |
68,630
-4,522
| -6% | -$98.3K | ﹤0.01% | 2598 |
|
|
2023
Q3 | $1.53M | Sell |
73,152
-7,727
| -10% | -$174K | ﹤0.01% | 2536 |
|
|
2023
Q2 | $1.86M | Sell |
80,879
-2,433
| -3% | -$52K | ﹤0.01% | 2313 |
|
|
2023
Q1 | $1.75M | Buy |
83,312
+6,358
| +8% | +$134K | ﹤0.01% | 2251 |
|
|
2022
Q4 | $1.48M | Buy |
76,954
+7,479
| +11% | +$142K | ﹤0.01% | 2321 |
|
|
2022
Q3 | $1.17M | Buy |
69,475
+1,158
| +2% | +$22.4K | ﹤0.01% | 2414 |
|
|
2022
Q2 | $1.2M | Buy |
68,317
+18,028
| +36% | +$390K | ﹤0.01% | 2440 |
|
|
2022
Q1 | $1.36M | Sell |
50,289
-11,668
| -19% | -$322K | ﹤0.01% | 2353 |
|
|
2021
Q4 | $1.98M | Sell |
61,957
-8,966
| -13% | -$248K | ﹤0.01% | 2093 |
|
|
2021
Q3 | $1.61M | Buy |
70,923
+16,599
| +31% | +$373K | ﹤0.01% | 2224 |
|
|
2021
Q2 | $1.09M | Buy |
54,324
+1,787
| +3% | +$33.8K | ﹤0.01% | 2490 |
|
|
2021
Q1 | $885K | Buy |
52,537
+16,778
| +47% | +$262K | ﹤0.01% | 2502 |
|
|
2020
Q4 | $536K | Buy |
35,759
+6,848
| +24% | +$91.6K | ﹤0.01% | 2684 |
|
|
2020
Q3 | $357K | Buy |
28,911
+3,222
| +13% | +$42.1K | ﹤0.01% | 2768 |
|
|
2020
Q2 | $329K | Buy |
25,689
+2,642
| +11% | +$35.1K | ﹤0.01% | 2765 |
|
|
2020
Q1 | $257K | Sell |
23,047
-865
| -4% | -$14.8K | ﹤0.01% | 2620 |
|
|
2019
Q4 | $440K | Buy |
+23,912
| New | +$441K | ﹤0.01% | 2480 |
|
Other funds holding PLYM
LPL Financial's PLYM Position: Q1 2026 in Review
LPL Financial sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 12,562 shares — an estimated $275K sold.
LPL Financial first reported a position in PLYM in Q4 2019 and held it in 25 quarters. The position peaked at $1.98M in Q4 2021. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.
- LPL Financial reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
- LPL Financial sold 12,562 Plymouth Industrial REIT shares in Q1 2026, an estimated $275K.
- LPL Financial first reported a position in Plymouth Industrial REIT in Q4 2019 and held it in 25 quarters.
- LPL Financial's Plymouth Industrial REIT position peaked at $1.98M in Q4 2021.
- 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.