SC
PLYM

Stephens Consulting’s Plymouth Industrial REIT PLYM Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-25
Closed -$408 – 1775
2025
Q1 		$408 Buy
+25
New +$422 ﹤0.01% 1017

Other funds holding PLYM

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 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

Stephens Consulting's PLYM Position: Q2 2025 in Review

Stephens Consulting sold out of Plymouth Industrial REIT (PLYM) in Q2 2025, closing a stake of 25 shares — an estimated $408 sold.

Stephens Consulting first reported a position in PLYM in Q1 2025 and held it in 1 quarter. The position peaked at $408 in Q1 2025. 184 funds tracked by Wall St. Rank hold PLYM as of Q2 2025.

  • Stephens Consulting reported no remaining Plymouth Industrial REIT position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 25 Plymouth Industrial REIT shares in Q2 2025, an estimated $408.
  • Stephens Consulting first reported a position in Plymouth Industrial REIT in Q1 2025 and held it in 1 quarter.
  • Stephens Consulting's Plymouth Industrial REIT position peaked at $408 in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.