PLYM

Plymouth Industrial REIT
PLYM

Overview Fund Activity

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
Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
2.47%
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

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$680M
2
Jennison Associates
Jennison Associates
New York
$41.7M
3
SAM
Silvercrest Asset Management
New York
$41.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
$80.8M
5
WHG
Westwood Holdings Group
Texas
$57M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$65.4M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$0
3
TAM
Toscafund Asset Management
United Kingdom
$0
4
LCM
LDR Capital Management
New York
$0
5
Invesco
Invesco
Georgia
$4.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
126
Copeland Capital Management
Pennsylvania
$34K +$535 +28 +2%
QCG
127
Quadrant Capital Group
Ohio
$28.3K +$18.2K +948 +179%
S
128
SignatureFD
Georgia
$23.8K +$19.7K +1,029 +481%
HI
129
Harbour Investments
Wisconsin
$21.3K – – –
PA
130
PSI Advisors
Florida
$21.1K -$116K -6,049 -85%
TRCT
131
Tower Research Capital (TRC)
New York
$17K -$26.5K -1,424 -61%
US Bancorp
132
US Bancorp
Minnesota
$14.1K -$36K -1,875 -72%
HIIFS
133
Harel Insurance Investments & Financial Services
Israel
$13K -$7.43K -400 -36%
PMEF
134
Point72 Middle East FZE
United Arab Emirates
$12.3K +$12.3K +641 New
GWM
135
Guardian Wealth Management
Illinois
$10.5K – – –
Federated Hermes
136
Federated Hermes
Pennsylvania
$8.98K -$3.19M -166,417 -100%
LC
137
Lindbrook Capital
California
$7.48K -$479 -25 -6%
Dimensional Fund Advisors
138
Dimensional Fund Advisors
Texas
$7.45K -$1.17K -60,785 -14%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$7.44K – – –
GKIM
140
GW&K Investment Management
Massachusetts
$5K – – –
IUHSA
141
Itau Unibanco Holding S.A.
Brazil
$3.91K +$3.91K +204 New
CFGS
142
Concourse Financial Group Securities
Alabama
$3.4K – – –
AF
143
Allworth Financial
California
$2.03K -$11.9K -619 -85%
DAM
144
Delta Asset Management
Tennessee
$1.73K +$1.73K +90 New
TWA
145
TCI Wealth Advisors
Arizona
$1.65K – – –
CM
146
Cornerstone Management
Georgia
$1.44K +$19 +1 +1%
RFG
147
RFP Financial Group
Georgia
$1.32K +$1.32K +69 New
HS
148
Horan Securities
United States
$1.11K +$1.11K +58 New
Loomis, Sayles & Company
149
Loomis, Sayles & Company
Massachusetts
$1K – – –
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
3 4 5
6
7