Northwestern Mutual Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Northwestern Mutual Wealth 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
2023 Q4	–	Sell	-306	Closed	-$6.41K	–	3628
2023 Q3	$6.41K	Buy	+306	New	+$6.89K	﹤0.01%	2681
2022 Q2	–	Sell	-122	Closed	-$3K	–	3406
2022 Q1	$3K	Buy	+122	New	+$3.36K	﹤0.01%	2864
2020 Q3	–	Sell	-663	Closed	-$8K	–	2642
2020 Q2	$8K	Buy	+663	New	+$8.8K	﹤0.01%	1975

Other funds holding PLYM

MIRH

Madison International Realty Holdings New York $54.9M AUM

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

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

WHG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Northwestern Mutual Wealth Management's PLYM Position: Q4 2023 in Review

Northwestern Mutual Wealth Management sold out of Plymouth Industrial REIT (PLYM) in Q4 2023, closing a stake of 306 shares — an estimated $6.41K sold.

Northwestern Mutual Wealth Management first reported a position in PLYM in Q2 2020 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 173 funds tracked by Wall St. Rank hold PLYM as of Q4 2023.

Northwestern Mutual Wealth Management reported no remaining Plymouth Industrial REIT position as of Q4 2023 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 306 Plymouth Industrial REIT shares in Q4 2023, an estimated $6.41K.
Northwestern Mutual Wealth Management first reported a position in Plymouth Industrial REIT in Q2 2020 and held it in 3 quarters.
Northwestern Mutual Wealth Management's Plymouth Industrial REIT position peaked at $8K in Q2 2020.
173 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2023.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.