Monarch Partners Asset Management’s Plymouth Industrial REIT PLYM Stock Holding History

Monarch Partners Asset 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	$2.99M	Buy	155,772 +210	+0.1%	+$3.98K	0.88%	39
2022 Q3	$2.62M	Hold	155,562	–	–	0.79%	55
2022 Q2	$2.73M	Sell	155,562 -115,303	-43%	-$2.5M	0.76%	55
2022 Q1	$7.34M	Buy	270,865 +10,198	+4%	+$281K	1.64%	2
2021 Q4	$8.34M	Sell	260,667 -118,844	-31%	-$3.29M	1.7%	2
2021 Q3	$8.63M	Buy	379,511 +200,581	+112%	+$4.5M	1.26%	21
2021 Q2	$3.58M	Buy	+178,930	New	+$3.38M	0.52%	77

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

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 New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Monarch Partners Asset Management's PLYM Position: Q4 2022 in Review

Monarch Partners Asset Management increased its Plymouth Industrial REIT (PLYM) stake by 0.13% in Q4 2022, buying an estimated $3.98K and bringing the position to 155,772 shares worth $2.99M. The position accounts for 0.88% of the portfolio, ranked #39.

Monarch Partners Asset Management first reported a position in PLYM in Q2 2021 and has held it in 7 quarters since. The position peaked at $8.63M in Q3 2021. 153 funds tracked by Wall St. Rank hold PLYM as of Q4 2022.

Monarch Partners Asset Management held 155,772 shares of Plymouth Industrial REIT worth $2.99M as of Q4 2022.
Monarch Partners Asset Management bought 210 Plymouth Industrial REIT shares in Q4 2022, an estimated $3.98K.
Plymouth Industrial REIT made up 0.88% of Monarch Partners Asset Management's portfolio in Q4 2022, its #39 holding.
Monarch Partners Asset Management first reported a position in Plymouth Industrial REIT in Q2 2021 and has held it in 7 quarters since.
Monarch Partners Asset Management's Plymouth Industrial REIT position peaked at $8.63M in Q3 2021.
153 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.