PFA
PLYM

Plotkin Financial Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Plotkin Financial Advisors’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
-10,305
Closed -$225K – 104
2025
Q4 		$225K Hold
10,305
– – 0.11% 93
2025
Q3 		$230K Hold
10,305
– – 0.11% 92
2025
Q2 		$165K Hold
10,305
– – 0.09% 92
2025
Q1 		$168K Hold
10,305
– – 0.1% 90
2024
Q4 		$183K Hold
10,305
– – 0.11% 89
2024
Q3 		$233K Hold
10,305
– – 0.14% 83
2024
Q2 		$220K Hold
10,305
– – 0.14% 83
2024
Q1 		$232K Hold
10,305
– – 0.15% 82
2023
Q4 		$248K Hold
10,305
– – 0.19% 70
2023
Q3 		$216K Sell
10,305
-27
-0.3% -$608 0.19% 67
2023
Q2 		$238K Sell
10,332
-15
-0.1% -$321 0.2% 65
2023
Q1 		$217K Hold
10,347
– – 0.2% 64
2022
Q4 		$198K Hold
10,347
– – 0.2% 67
2022
Q3 		$174K Sell
10,347
-36
-0.3% -$697 0.18% 63
2022
Q2 		$182K Sell
10,383
-25
-0.2% -$541 0.17% 67
2022
Q1 		$282K Sell
10,408
-33
-0.3% -$909 0.2% 64
2021
Q4 		$334K Sell
10,441
-5,557
-35% -$154K 0.21% 61
2021
Q3 		$364K Sell
15,998
-43
-0.3% -$965 0.22% 65
2021
Q2 		$321K Sell
16,041
-7,536
-32% -$142K 0.18% 71
2021
Q1 		$397K Sell
23,577
-50,930
-68% -$796K 0.24% 51
2020
Q4 		$1.12M Buy
74,507
+47,521
+176% +$635K 0.74% 28
2020
Q3 		$333K Sell
26,986
-25,074
-48% -$328K 0.37% 44
2020
Q2 		$666K Buy
+52,060
New +$691K 0.57% 32

Other funds holding PLYM

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

Plotkin Financial Advisors's PLYM Position: Q1 2026 in Review

Plotkin Financial Advisors sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 10,305 shares — an estimated $225K sold.

Plotkin Financial Advisors first reported a position in PLYM in Q2 2020 and held it in 23 quarters. The position peaked at $1.12M in Q4 2020. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.

  • Plotkin Financial Advisors reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
  • Plotkin Financial Advisors sold 10,305 Plymouth Industrial REIT shares in Q1 2026, an estimated $225K.
  • Plotkin Financial Advisors first reported a position in Plymouth Industrial REIT in Q2 2020 and held it in 23 quarters.
  • Plotkin Financial Advisors's Plymouth Industrial REIT position peaked at $1.12M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.

Based on Plotkin Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.