WHG
PLYM

Westwood Holdings Group’s Plymouth Industrial REIT PLYM Stock Holding History

Westwood Holdings Group’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
Q4 		– Sell
-1,785,921
Closed -$39.9M – 508
2025
Q3 		$39.9M Sell
1,785,921
-2,739,260
-61% -$50.3M 0.28% 121
2025
Q2 		$72.7M Buy
4,525,181
+4,820
+0.1% +$75.3K 0.52% 73
2025
Q1 		$73.7M Buy
4,520,361
+889,250
+24% +$15M 0.56% 71
2024
Q4 		$64.6M Buy
3,631,111
+901,251
+33% +$17.8M 0.5% 72
2024
Q3 		$61.7M Sell
2,729,860
-234,215
-8% -$5.44M 0.26% 130
2024
Q2 		$63.4M Buy
2,964,075
+28,272
+1% +$593K 0.3% 114
2024
Q1 		$66.1M Buy
2,935,803
+286,434
+11% +$6.38M 0.52% 81
2023
Q4 		$63.8M Sell
2,649,369
-99,182
-4% -$2.16M 0.54% 84
2023
Q3 		$57.6M Buy
2,748,551
+66,748
+2% +$1.5M 0.54% 78
2023
Q2 		$61.7M Sell
2,681,803
-220,164
-8% -$4.71M 0.55% 76
2023
Q1 		$61M Sell
2,901,967
-71,605
-2% -$1.51M 0.55% 70
2022
Q4 		$57M Buy
2,973,572
+137,546
+5% +$2.6M 0.5% 87
2022
Q3 		$47.7M Sell
2,836,026
-205,144
-7% -$3.97M 0.56% 84
2022
Q2 		$53.3M Buy
3,041,170
+657,017
+28% +$14.2M 0.58% 73
2022
Q1 		$64.6M Buy
2,384,153
+68,654
+3% +$1.89M 0.6% 65
2021
Q4 		$74.1M Buy
2,315,499
+135,983
+6% +$3.77M 0.66% 62
2021
Q3 		$49.6M Buy
2,179,516
+752,556
+53% +$16.9M 0.54% 73
2021
Q2 		$28.6M Buy
1,426,960
+143,642
+11% +$2.71M 0.29% 108
2021
Q1 		$21.6M Buy
+1,283,318
New +$20.1M 0.22% 147

Other funds holding PLYM

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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MAM
Melqart Asset Management London, United Kingdom $1.01B AUM 84.85% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Westwood Holdings Group's PLYM Position: Q4 2025 in Review

Westwood Holdings Group sold out of Plymouth Industrial REIT (PLYM) in Q4 2025, closing a stake of 1,785,921 shares — an estimated $39.9M sold.

Westwood Holdings Group first reported a position in PLYM in Q1 2021 and held it in 19 quarters. The position peaked at $74.1M in Q4 2021. 215 funds tracked by Wall St. Rank hold PLYM as of Q4 2025.

  • Westwood Holdings Group reported no remaining Plymouth Industrial REIT position as of Q4 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 1,785,921 Plymouth Industrial REIT shares in Q4 2025, an estimated $39.9M.
  • Westwood Holdings Group first reported a position in Plymouth Industrial REIT in Q1 2021 and held it in 19 quarters.
  • Westwood Holdings Group's Plymouth Industrial REIT position peaked at $74.1M in Q4 2021.
  • 215 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2025.

Based on Westwood Holdings Group's 13F filing for Q4 2025, filed 17 Feb 2026.