ZIC
PLYM

ZWJ Investment Counsel’s Plymouth Industrial REIT PLYM Stock Holding History

ZWJ Investment Counsel’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
-14,184
Closed -$228K – 253
2025
Q2 		$228K Buy
14,184
+2,774
+24% +$43.3K 0.01% 210
2025
Q1 		$186K Sell
11,410
-9
-0.1% -$152 0.01% 205
2024
Q4 		$203K Buy
+11,419
New +$226K 0.01% 210

Other funds holding PLYM

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $167B AUM 44.17% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B 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 $2.16B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ZWJ Investment Counsel's PLYM Position: Q3 2025 in Review

ZWJ Investment Counsel sold out of Plymouth Industrial REIT (PLYM) in Q3 2025, closing a stake of 14,184 shares — an estimated $228K sold.

ZWJ Investment Counsel first reported a position in PLYM in Q4 2024 and held it in 3 quarters. The position peaked at $228K in Q2 2025. 197 funds tracked by Wall St. Rank hold PLYM as of Q3 2025.

  • ZWJ Investment Counsel reported no remaining Plymouth Industrial REIT position as of Q3 2025 after selling out during the quarter.
  • ZWJ Investment Counsel sold 14,184 Plymouth Industrial REIT shares in Q3 2025, an estimated $228K.
  • ZWJ Investment Counsel first reported a position in Plymouth Industrial REIT in Q4 2024 and held it in 3 quarters.
  • ZWJ Investment Counsel's Plymouth Industrial REIT position peaked at $228K in Q2 2025.
  • 197 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2025.

Based on ZWJ Investment Counsel's 13F filing for Q3 2025, filed 15 Oct 2025.