RA
PLYM

Rise Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Rise 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
2025
Q4 		– Sell
-910
Closed -$20.3K – 1082
2025
Q3 		$20.3K Hold
910
– – 0.01% 563
2025
Q2 		$14.6K Hold
910
– – 0.01% 745
2025
Q1 		$14.8K Buy
+910
New +$15.4K 0.01% 691

Other funds holding PLYM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Rise Advisors's PLYM Position: Q4 2025 in Review

Rise Advisors sold out of Plymouth Industrial REIT (PLYM) in Q4 2025, closing a stake of 910 shares — an estimated $20.3K sold.

Rise Advisors first reported a position in PLYM in Q1 2025 and held it in 3 quarters. The position peaked at $20.3K in Q3 2025. 215 funds tracked by Wall St. Rank hold PLYM as of Q4 2025.

  • Rise Advisors reported no remaining Plymouth Industrial REIT position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 910 Plymouth Industrial REIT shares in Q4 2025, an estimated $20.3K.
  • Rise Advisors first reported a position in Plymouth Industrial REIT in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Plymouth Industrial REIT position peaked at $20.3K in Q3 2025.
  • 215 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.