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PLYM

Plymouth Industrial REIT

Delisted

PLYM was delisted on the 27th of January, 2026.

153 hedge funds and large institutions have $1.44B invested in Plymouth Industrial REIT in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 64 increasing their positions, 47 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more capital invested

Capital invested by funds: $684M → $1.44B (+$759M)

85% more call options, than puts

Call options by funds: $159K | Put options by funds: $86K

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

36% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 47

3% more funds holding

Funds holding: 148153 (+5)

7.4% less ownership

Funds ownership: 101.23%93.83% (-7.4%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
18
Increased
64
Reduced
47
Closed
13
Calls
$159K
Puts
$86K
Net Calls
+$73K
Net Calls Change
-$101K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$680M +$671K +35,440 New
MIRH
2
Madison International Realty Holdings
New York
$96.6M
Vanguard Group
3
Vanguard Group
Pennsylvania
$80.8M +$3.81M +201,453 +5%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$65.4M -$11.2M -593,706 -15%
WHG
5
Westwood Holdings Group
Texas
$57M +$2.6M +137,546 +5%
BlackRock
6
BlackRock
New York
$54.5M +$2.15M +113,313 +4%
Jennison Associates
7
Jennison Associates
New York
$41.7M +$15M +794,251 +58%
SAM
8
Silvercrest Asset Management
New York
$41.6M +$5.55M +292,928 +16%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$34.3M +$2.44M +128,627 +8%
State Street
10
State Street
Massachusetts
$21M +$1.37M +72,525 +7%
AllianceBernstein
11
AllianceBernstein
Tennessee
$16.1M -$1.09M -57,354 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.5M +$858K +45,340 +6%
Lazard Asset Management
13
Lazard Asset Management
New York
$15.3M -$3.2M -169,023 -17%
KCM
14
Kennedy Capital Management
Missouri
$13.6M -$192K -10,161 -1%
LSV Asset Management
15
LSV Asset Management
Illinois
$12.4M -$350K -18,500 -3%
CCM
16
Chilton Capital Management
Texas
$11.1M -$263K -13,881 -2%
Ameriprise
17
Ameriprise
Minnesota
$10.8M +$1.57M +83,083 +17%
MIIM
18
Mesirow Institutional Investment Management
Illinois
$9.07M -$103K -5,455 -1%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.64M +$892K +47,132 +13%
Northern Trust
20
Northern Trust
Illinois
$7.06M +$188K +9,941 +3%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$6.65M
Goldman Sachs
22
Goldman Sachs
New York
$6.03M +$1.76M +93,022 +42%
BCM
23
Bridgeway Capital Management
Texas
$5.8M +$479K +25,300 +9%
ZCM
24
Ziegler Capital Management
Illinois
$5.68M -$295K -15,566 -5%
Charles Schwab
25
Charles Schwab
California
$5.5M +$433K +22,879 +9%

PLYM Hedge Fund Activity: Q4 2022 in Review

153 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Plymouth Industrial REIT (PLYM) for Q4 2022, worth a combined $1.44B — up 111% from $684M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PLYM positions and 13 closed out — a net gain of 5 holders — while 64 added to existing stakes and 47 trimmed.

The largest buyer was Jennison Associates, adding an estimated $15M. The largest seller was Fidelity Investments, cutting an estimated $11.2M.

  • 153 institutional investors held Plymouth Industrial REIT (PLYM) as of Q4 2022, up from 148 in Q3 2022.
  • Funds reported $1.44B of Plymouth Industrial REIT stock for Q4 2022, up 111% quarter-over-quarter.
  • 18 funds opened new Plymouth Industrial REIT positions in Q4 2022 and 13 closed out, a net change of +5 holders.
  • The largest Plymouth Industrial REIT buyer in Q4 2022 was Jennison Associates, an estimated $15M added.
  • The largest Plymouth Industrial REIT seller in Q4 2022 was Fidelity Investments, an estimated $11.2M sold.

Based on aggregated 13F filings for Q4 2022.