Principal Financial Group’s Plymouth Industrial REIT PLYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-68,456
| Closed | -$1.5M | – | 2267 |
|
|
2025
Q4 | $1.5M | Buy |
68,456
+12,640
| +23% | +$278K | ﹤0.01% | 1886 |
|
|
2025
Q3 | $1.25M | Sell |
55,816
-38,382
| -41% | -$705K | ﹤0.01% | 1897 |
|
|
2025
Q2 | $1.51M | Buy |
94,198
+34,242
| +57% | +$535K | ﹤0.01% | 1839 |
|
|
2025
Q1 | $977K | Buy |
59,956
+474
| +0.8% | +$8K | ﹤0.01% | 1857 |
|
|
2024
Q4 | $1.06M | Sell |
59,482
-610
| -1% | -$12.1K | ﹤0.01% | 1866 |
|
|
2024
Q3 | $1.36M | Sell |
60,092
-654
| -1% | -$15.2K | ﹤0.01% | 1817 |
|
|
2024
Q2 | $1.3M | Sell |
60,746
-31,566
| -34% | -$662K | ﹤0.01% | 1824 |
|
|
2024
Q1 | $2.08M | Sell |
92,312
-343
| -0.4% | -$7.64K | ﹤0.01% | 1772 |
|
|
2023
Q4 | $2.23M | Sell |
92,655
-47,218
| -34% | -$1.03M | ﹤0.01% | 1756 |
|
|
2023
Q3 | $2.93M | Sell |
139,873
-3,302
| -2% | -$74.3K | ﹤0.01% | 1688 |
|
|
2023
Q2 | $3.3M | Sell |
143,175
-5,930
| -4% | -$127K | ﹤0.01% | 1660 |
|
|
2023
Q1 | $3.13M | Sell |
149,105
-5,847
| -4% | -$123K | ﹤0.01% | 1677 |
|
|
2022
Q4 | $2.97M | Sell |
154,952
-5,025
| -3% | -$95.1K | ﹤0.01% | 1691 |
|
|
2022
Q3 | $2.69M | Sell |
159,977
-9,424
| -6% | -$183K | ﹤0.01% | 1666 |
|
|
2022
Q2 | $2.97M | Sell |
169,401
-12,340
| -7% | -$267K | ﹤0.01% | 1720 |
|
|
2022
Q1 | $4.92M | Sell |
181,741
-32,264
| -15% | -$889K | ﹤0.01% | 1666 |
|
|
2021
Q4 | $6.85M | Sell |
214,005
-19,486
| -8% | -$540K | ﹤0.01% | 1558 |
|
|
2021
Q3 | $5.31M | Sell |
233,491
-16,772
| -7% | -$377K | ﹤0.01% | 1664 |
|
|
2021
Q2 | $5.01M | Buy |
250,263
+8,700
| +4% | +$164K | ﹤0.01% | 1712 |
|
|
2021
Q1 | $4.07M | Buy |
241,563
+19,115
| +9% | +$299K | ﹤0.01% | 1721 |
|
|
2020
Q4 | $3.34M | Sell |
222,448
-3,152
| -1% | -$42.1K | ﹤0.01% | 1681 |
|
|
2020
Q3 | $2.78M | Buy |
+225,600
| New | +$2.95M | ﹤0.01% | 1655 |
|
Other funds holding PLYM
Principal Financial Group's PLYM Position: Q1 2026 in Review
Principal Financial Group sold out of Plymouth Industrial REIT (PLYM) in Q1 2026, closing a stake of 68,456 shares — an estimated $1.5M sold.
Principal Financial Group first reported a position in PLYM in Q3 2020 and held it in 22 quarters. The position peaked at $6.85M in Q4 2021. 1 fund tracked by Wall St. Rank holds PLYM as of Q1 2026.
- Principal Financial Group reported no remaining Plymouth Industrial REIT position as of Q1 2026 after selling out during the quarter.
- Principal Financial Group sold 68,456 Plymouth Industrial REIT shares in Q1 2026, an estimated $1.5M.
- Principal Financial Group first reported a position in Plymouth Industrial REIT in Q3 2020 and held it in 22 quarters.
- Principal Financial Group's Plymouth Industrial REIT position peaked at $6.85M in Q4 2021.
- 1 fund tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2026.
Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.