LI
PLYM

LRI Investments’s Plymouth Industrial REIT PLYM Stock Holding History

LRI Investments’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
Q4 		– Sell
-63
Closed -$1.4K – 1397
2025
Q3 		$1.4K Sell
63
-57
-48% -$1.05K ﹤0.01% 1235
2025
Q2 		$1.93K Hold
120
– – ﹤0.01% 1173
2025
Q1 		$1.96K Hold
120
– – ﹤0.01% 1112
2024
Q4 		$2.14K Hold
120
– – ﹤0.01% 1072
2024
Q3 		$2.23K Hold
120
– – ﹤0.01% 1066
2024
Q2 		$2.57K Buy
+120
New +$2.52K ﹤0.01% 1019

Other funds holding PLYM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LRI Investments's PLYM Position: Q4 2025 in Review

LRI Investments sold out of Plymouth Industrial REIT (PLYM) in Q4 2025, closing a stake of 63 shares — an estimated $1.4K sold.

LRI Investments first reported a position in PLYM in Q2 2024 and held it in 6 quarters. The position peaked at $2.57K in Q2 2024. 215 funds tracked by Wall St. Rank hold PLYM as of Q4 2025.

  • LRI Investments reported no remaining Plymouth Industrial REIT position as of Q4 2025 after selling out during the quarter.
  • LRI Investments sold 63 Plymouth Industrial REIT shares in Q4 2025, an estimated $1.4K.
  • LRI Investments first reported a position in Plymouth Industrial REIT in Q2 2024 and held it in 6 quarters.
  • LRI Investments's Plymouth Industrial REIT position peaked at $2.57K in Q2 2024.
  • 215 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2025.

Based on LRI Investments's 13F filing for Q4 2025, filed 4 Feb 2026.