Institutional Ownership Plymouth Industrial Reit, Inc. (PLYM)
This table provides information about the institutional ownership of Plymouth Industrial Reit, Inc. (PLYM). We have compiled data on the 205 institutions that hold shares in the stock, with a total of 41.8 Million shares, which have been reported (via 13F filing form) to have a value of $666 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
487
shares
|
$7,748
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
476
shares
|
$7,573
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
466
shares
|
$7,414
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
460
shares
|
$7,318
0.0% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
457
shares
|
$7,270
0.01% of portfolio
|
Q1 2025
Reduced 16.91%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
336
shares
|
$5,345
0.0% of portfolio
|
Q1 2025
Added 143.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
335
shares
|
$5,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
250
shares
|
$3,977
0.0% of portfolio
|
Q1 2025
Reduced 15.25%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$3,182
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
147
shares
|
$2,338
0.0% of portfolio
|
Q2 2022
Added 2.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
120
shares
|
$1,909
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
120
shares
|
$1,909
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
98
shares
|
$1,559
0.0% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
80
shares
|
$1,272
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
72
shares
|
$1,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
52
shares
|
$827
0.0% of portfolio
|
Q2 2025
Reduced 81.88%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
30
shares
|
$477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
30
shares
|
$477
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
25
shares
|
$397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
23
shares
|
$365
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
20
shares
|
$318
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15
shares
|
$238
0.0% of portfolio
|
Q4 2024
Added 7753.33%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
13
shares
|
$206
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10
shares
|
$159
0.0% of portfolio
|
Q2 2025
Reduced 90.83%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
4
shares
|
$63
0.0% of portfolio
|
Q4 2023
Reduced 20.0%
|