WC
PLYM

Walthausen & Co’s Plymouth Industrial REIT PLYM Stock Holding History

Walthausen & Co’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
2022
Q3 		– Sell
-40,920
Closed -$718K – 125
2022
Q2 		$718K Sell
40,920
-20,570
-33% -$445K 0.32% 136
2022
Q1 		$1.67M Sell
61,490
-9,000
-13% -$248K 0.47% 127
2021
Q4 		$2.26M Sell
70,490
-920
-1% -$25.5K 0.59% 104
2021
Q3 		$1.63M Buy
+71,410
New +$1.6M 0.41% 133

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Walthausen & Co's PLYM Position: Q3 2022 in Review

Walthausen & Co sold out of Plymouth Industrial REIT (PLYM) in Q3 2022, closing a stake of 40,920 shares — an estimated $718K sold.

Walthausen & Co first reported a position in PLYM in Q3 2021 and held it in 4 quarters. The position peaked at $2.26M in Q4 2021. 148 funds tracked by Wall St. Rank hold PLYM as of Q3 2022.

  • Walthausen & Co reported no remaining Plymouth Industrial REIT position as of Q3 2022 after selling out during the quarter.
  • Walthausen & Co sold 40,920 Plymouth Industrial REIT shares in Q3 2022, an estimated $718K.
  • Walthausen & Co first reported a position in Plymouth Industrial REIT in Q3 2021 and held it in 4 quarters.
  • Walthausen & Co's Plymouth Industrial REIT position peaked at $2.26M in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2022.

Based on Walthausen & Co's 13F filing for Q3 2022, filed 14 Nov 2022.