RWM
PLYM

Raffa Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Raffa 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
2022
Q3 		– Sell
-15
Closed -$263 – 1192
2022
Q2 		$263 Sell
15
-31
-67% -$671 ﹤0.01% 1091
2022
Q1 		$1.25K Buy
46
+31
+207% +$854 ﹤0.01% 793
2021
Q4 		$480 Hold
15
– – ﹤0.01% 1061
2021
Q3 		$341 Buy
+15
New +$337 ﹤0.01% 1082

Other funds holding PLYM

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Raffa Wealth Management's PLYM Position: Q3 2022 in Review

Raffa Wealth Management sold out of Plymouth Industrial REIT (PLYM) in Q3 2022, closing a stake of 15 shares — an estimated $263 sold.

Raffa Wealth Management first reported a position in PLYM in Q3 2021 and held it in 4 quarters. The position peaked at $1.25K in Q1 2022. 148 funds tracked by Wall St. Rank hold PLYM as of Q3 2022.

  • Raffa Wealth Management reported no remaining Plymouth Industrial REIT position as of Q3 2022 after selling out during the quarter.
  • Raffa Wealth Management sold 15 Plymouth Industrial REIT shares in Q3 2022, an estimated $263.
  • Raffa Wealth Management first reported a position in Plymouth Industrial REIT in Q3 2021 and held it in 4 quarters.
  • Raffa Wealth Management's Plymouth Industrial REIT position peaked at $1.25K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2022.

Based on Raffa Wealth Management's 13F filing for Q3 2022, filed 27 Jul 2026.