PAG
PLYM

Private Advisor Group’s Plymouth Industrial REIT PLYM Stock Holding History

Private Advisor Group’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
2024
Q3 		– Sell
-10,725
Closed -$232K – 2493
2024
Q2 		$232K Sell
10,725
-5,185
-33% -$109K ﹤0.01% 2063
2024
Q1 		$356K Sell
15,910
-11,478
-42% -$256K ﹤0.01% 1732
2023
Q4 		$654K Sell
27,388
-7,949
-22% -$173K 0.01% 1324
2023
Q3 		$727K Buy
35,337
+19,938
+129% +$449K 0.01% 1205
2023
Q2 		$351K Buy
+15,399
New +$329K ﹤0.01% 1543

Other funds holding PLYM

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Advisor Group's PLYM Position: Q3 2024 in Review

Private Advisor Group sold out of Plymouth Industrial REIT (PLYM) in Q3 2024, closing a stake of 10,725 shares — an estimated $232K sold.

Private Advisor Group first reported a position in PLYM in Q2 2023 and held it in 5 quarters. The position peaked at $727K in Q3 2023. 192 funds tracked by Wall St. Rank hold PLYM as of Q3 2024.

  • Private Advisor Group reported no remaining Plymouth Industrial REIT position as of Q3 2024 after selling out during the quarter.
  • Private Advisor Group sold 10,725 Plymouth Industrial REIT shares in Q3 2024, an estimated $232K.
  • Private Advisor Group first reported a position in Plymouth Industrial REIT in Q2 2023 and held it in 5 quarters.
  • Private Advisor Group's Plymouth Industrial REIT position peaked at $727K in Q3 2023.
  • 192 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2024.

Based on Private Advisor Group's 13F filing for Q3 2024, filed 22 Oct 2024.