VWM
PLYM

Venturi Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-396
Closed -$7.05K – 1496
2024
Q4 		$7.05K Sell
396
-20
-5% -$395 ﹤0.01% 1538
2024
Q3 		$9.4K Buy
+416
New +$9.67K ﹤0.01% 1211

Other funds holding PLYM

WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
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
MIRH
Madison International Realty Holdings New York $54.9M AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Venturi Wealth Management's PLYM Position: Q1 2025 in Review

Venturi Wealth Management sold out of Plymouth Industrial REIT (PLYM) in Q1 2025, closing a stake of 396 shares — an estimated $7.05K sold.

Venturi Wealth Management first reported a position in PLYM in Q3 2024 and held it in 2 quarters. The position peaked at $9.4K in Q3 2024. 197 funds tracked by Wall St. Rank hold PLYM as of Q1 2025.

  • Venturi Wealth Management reported no remaining Plymouth Industrial REIT position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 396 Plymouth Industrial REIT shares in Q1 2025, an estimated $7.05K.
  • Venturi Wealth Management first reported a position in Plymouth Industrial REIT in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Plymouth Industrial REIT position peaked at $9.4K in Q3 2024.
  • 197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.