TWD
PLYM

True Wealth Design’s Plymouth Industrial REIT PLYM Stock Holding History

True Wealth Design’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
-23
Closed -$375 – 2770
2025
Q1 		$375 Buy
+23
New +$388 ﹤0.01% 1671

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

True Wealth Design's PLYM Position: Q2 2025 in Review

True Wealth Design sold out of Plymouth Industrial REIT (PLYM) in Q2 2025, closing a stake of 23 shares — an estimated $375 sold.

True Wealth Design first reported a position in PLYM in Q1 2025 and held it in 1 quarter. The position peaked at $375 in Q1 2025. 184 funds tracked by Wall St. Rank hold PLYM as of Q2 2025.

  • True Wealth Design reported no remaining Plymouth Industrial REIT position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 23 Plymouth Industrial REIT shares in Q2 2025, an estimated $375.
  • True Wealth Design first reported a position in Plymouth Industrial REIT in Q1 2025 and held it in 1 quarter.
  • True Wealth Design's Plymouth Industrial REIT position peaked at $375 in Q1 2025.
  • 184 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.