Stifel Financial
PLYM

Stifel Financial’s Plymouth Industrial REIT PLYM Stock Holding History

Stifel Financial’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
Q3 		– Sell
-14,759
Closed -$237K – 3618
2025
Q2 		$237K Sell
14,759
-324
-2% -$5.06K ﹤0.01% 3176
2025
Q1 		$246K Buy
15,083
+4,647
+45% +$78.4K ﹤0.01% 3085
2024
Q4 		$186K Sell
10,436
-4,508
-30% -$89.1K ﹤0.01% 3171
2024
Q3 		$338K Sell
14,944
-3,522
-19% -$81.8K ﹤0.01% 2896
2024
Q2 		$395K Sell
18,466
-273
-1% -$5.72K ﹤0.01% 2770
2024
Q1 		$422K Buy
18,739
+630
+3% +$14K ﹤0.01% 2715
2023
Q4 		$436K Sell
18,109
-1,171
-6% -$25.5K ﹤0.01% 2644
2023
Q3 		$404K Sell
19,280
-612
-3% -$13.8K ﹤0.01% 2615
2023
Q2 		$458K Buy
19,892
+3,226
+19% +$69K ﹤0.01% 2573
2023
Q1 		$350K Sell
16,666
-155
-0.9% -$3.27K ﹤0.01% 2714
2022
Q4 		$323K Buy
16,821
+3,959
+31% +$75K ﹤0.01% 2706
2022
Q3 		$216K Sell
12,862
-121
-0.9% -$2.34K ﹤0.01% 2903
2022
Q2 		$228K Buy
12,983
+3,282
+34% +$71K ﹤0.01% 2906
2022
Q1 		$262K Buy
+9,701
New +$267K ﹤0.01% 2966

Other funds holding PLYM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $36.8B AUM 42.13% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.26B AUM 81.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Stifel Financial's PLYM Position: Q3 2025 in Review

Stifel Financial sold out of Plymouth Industrial REIT (PLYM) in Q3 2025, closing a stake of 14,759 shares — an estimated $237K sold.

Stifel Financial first reported a position in PLYM in Q1 2022 and held it in 14 quarters. The position peaked at $458K in Q2 2023. 197 funds tracked by Wall St. Rank hold PLYM as of Q3 2025.

  • Stifel Financial reported no remaining Plymouth Industrial REIT position as of Q3 2025 after selling out during the quarter.
  • Stifel Financial sold 14,759 Plymouth Industrial REIT shares in Q3 2025, an estimated $237K.
  • Stifel Financial first reported a position in Plymouth Industrial REIT in Q1 2022 and held it in 14 quarters.
  • Stifel Financial's Plymouth Industrial REIT position peaked at $458K in Q2 2023.
  • 197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2025.

Based on Stifel Financial's 13F filing for Q3 2025, filed 12 Nov 2025.