PWPS
PLYM

Pinnacle Wealth Planning Services’s Plymouth Industrial REIT PLYM Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		– Sell
-14
Closed -$306 – 2831
2025
Q4 		$306 Buy
+14
New +$308 ﹤0.01% 2690

Other funds holding PLYM

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Pinnacle Wealth Planning Services's PLYM Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 14 shares — an estimated $306 sold.

Pinnacle Wealth Planning Services first reported a position in PLYM in Q4 2025 and held it in 1 quarter. The position peaked at $306 in Q4 2025. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 14 Plymouth Industrial REIT shares in Q1 2026, an estimated $306.
  • Pinnacle Wealth Planning Services first reported a position in Plymouth Industrial REIT in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Plymouth Industrial REIT position peaked at $306 in Q4 2025.
  • 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.