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 $5.7T AUM 30.48% 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 $145B AUM 34.61% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $16.6B AUM 30.2% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.09B AUM 72.99% 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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return