Plymouth Industrial REIT Ownership 2024 | Who Owns Plymouth Industrial REIT Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

96.59%

Insider Ownership

1.41%

Retail Ownership

2.00%

Institutional Holders

163.00

Plymouth Industrial REIT Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MADISON INTERNATIONAL REALTY HOLDINGS, LLC	11.23%	54.96%	5,037,730	-	-	113,348,925	Mar 31, 2024
VANGUARD GROUP INC	9.50%	0.00%	4,264,132	115,318	2.78%	95,942,970	Mar 31, 2024
JENNISON ASSOCIATES LLC	9.32%	0.06%	4,183,540	234,536	5.94%	94,129,655	Mar 31, 2024
BLACKROCK INC.	7.22%	0.00%	3,241,034	-48,984	-1.49%	72,923,268	Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC	6.54%	0.52%	2,935,803	286,434	10.81%	66,056,000	Mar 31, 2024
FMR LLC	6.04%	0.00%	2,710,334	140,804	5.48%	60,982,522	Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC	4.77%	0.33%	2,141,750	-327,480	-13.26%	48,189,375	Mar 31, 2024
WELLINGTON MANAGEMENT GROUP LLP	3.79%	0.01%	1,701,015	31,295	1.87%	38,272,839	Mar 31, 2024
STATE STREET CORP	2.67%	0.00%	1,196,478	-30,581	-2.49%	27,206,215	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.31%	0.00%	1,037,851	57,549	5.87%	23,354,439	Mar 31, 2024
JPMORGAN CHASE & CO	1.82%	0.00%	816,561	341	0.04%	18,372,624	Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.50%	0.00%	674,291	112,114	19.94%	15,171,548	Mar 31, 2024
AMERIPRISE FINANCIAL INC	1.48%	0.00%	664,655	-11,629	-1.72%	14,954,767	Mar 31, 2024
MACQUARIE GROUP LTD	1.47%	0.02%	658,457	629,610	2182.58%	14,815,000	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	1.42%	0.30%	637,617	-36,769	-5.45%	14,346,383	Mar 31, 2024
ALLIANCEBERNSTEIN L.P.	1.25%	0.00%	560,959	72,102	14.75%	12,621,578	Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP	1.19%	0.00%	532,709	12,550	2.41%	11,985,954	Mar 31, 2024
CHILTON CAPITAL MANAGEMENT LLC	0.99%	0.48%	446,147	-5,017	-1.11%	10,097,960,000	Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.99%	0.08%	442,681	-108,563	-19.69%	9,960,000	Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS	0.95%	0.02%	424,946	49,996	13.33%	9,562,000	Mar 31, 2024

Plymouth Industrial REIT's largest institutional shareholder is MADISON INTERNATIONAL REALTY HOLDINGS, LLC, holding 11.23% of the company's total share outstanding, currently valued at $113.35M. The top 10 institutional shareholders own together 63.39% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MADISON INTERNATIONAL REALTY HOLDINGS, LLC	11.23%	54.96%	5,037,730	-	-	113,348,925	Mar 31, 2024
MEROS INVESTMENT MANAGEMENT, LP	0.65%	2.93%	291,584	65,644	29.05%	6,560,640	Mar 31, 2024
WORTH VENTURE PARTNERS, LLC	0.03%	2.18%	14,600	2,200	17.74%	328,500	Mar 31, 2024
HERITAGE WEALTH ADVISORS	0.47%	1.54%	208,730	175,630	530.60%	33,730,756	Mar 31, 2024
SAPIENCE INVESTMENTS, LLC	0.37%	1.24%	166,778	-89,080	-34.82%	3,752,505	Mar 31, 2024
PENSIONFUND DSM NETHERLANDS	0.22%	1.18%	98,000	98,000	100.00%	2,205,000	Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC	6.54%	0.52%	2,935,803	286,434	10.81%	66,056,000	Mar 31, 2024
CHILTON CAPITAL MANAGEMENT LLC	0.99%	0.48%	446,147	-5,017	-1.11%	10,097,960,000	Mar 31, 2024
UNIPLAN INVESTMENT COUNSEL, INC.	0.59%	0.46%	263,004	1,286	0.49%	5,917,000	Mar 31, 2024
KEELEY-TETON ADVISORS, LLC	0.36%	0.45%	161,266	-4,170	-2.52%	3,628,485	Mar 31, 2024
CONSOLIDATED INVESTMENT GROUP LLC	0.25%	0.41%	114,000	-	-	2,565,000	Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC	4.77%	0.33%	2,141,750	-327,480	-13.26%	48,189,375	Mar 31, 2024
PENSIONFUND SABIC	0.10%	0.30%	44,027	44,027	100.00%	991,000	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	1.42%	0.30%	637,617	-36,769	-5.45%	14,346,383	Mar 31, 2024
HGI CAPITAL MANAGEMENT, LLC	0.03%	0.30%	12,174	12,174	100.00%	273,915	Mar 31, 2024
ZIEGLER CAPITAL MANAGEMENT, LLC	0.72%	0.28%	323,042	185,734	135.27%	7,268,813	Mar 31, 2024
BARD ASSOCIATES INC	0.07%	0.25%	30,203	-	-	686,808	Mar 31, 2024
CIPHER CAPITAL LP	0.05%	0.23%	21,680	8,394	63.18%	487,800	Mar 31, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.22%	0.16%	98,420	-93,823	-48.80%	2,214,450	Mar 31, 2024
CAPE COD FIVE CENTS SAVINGS BANK	0.16%	0.15%	70,426	-	-	1,584,585	Mar 31, 2024

The largest Plymouth Industrial REIT shareholder by % of total assets is MADISON INTERNATIONAL REALTY HOLDINGS, LLC. The company owns 5.04M shares of Plymouth Industrial REIT (PLYM), representing 54.96% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
MACQUARIE GROUP LTD	1.47%	0.02%	658,457	629,610	2182.58%	14,815,000	Mar 31, 2024
WESTWOOD HOLDINGS GROUP INC	6.54%	0.52%	2,935,803	286,434	10.81%	66,056,000	Mar 31, 2024
JENNISON ASSOCIATES LLC	9.32%	0.06%	4,183,540	234,536	5.94%	94,129,655	Mar 31, 2024
ZIEGLER CAPITAL MANAGEMENT, LLC	0.72%	0.28%	323,042	185,734	135.27%	7,268,813	Mar 31, 2024
HERITAGE WEALTH ADVISORS	0.47%	1.54%	208,730	175,630	530.60%	33,730,756	Mar 31, 2024
FMR LLC	6.04%	0.00%	2,710,334	140,804	5.48%	60,982,522	Mar 31, 2024
VANGUARD GROUP INC	9.50%	0.00%	4,264,132	115,318	2.78%	95,942,970	Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1.50%	0.00%	674,291	112,114	19.94%	15,171,548	Mar 31, 2024
PENSIONFUND DSM NETHERLANDS	0.22%	1.18%	98,000	98,000	100.00%	2,205,000	Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD	0.41%	0.01%	185,130	77,792	72.47%	4,165,425	Mar 31, 2024
ALLIANCEBERNSTEIN L.P.	1.25%	0.00%	560,959	72,102	14.75%	12,621,578	Mar 31, 2024
MEROS INVESTMENT MANAGEMENT, LP	0.65%	2.93%	291,584	65,644	29.05%	6,560,640	Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC	0.44%	0.01%	197,812	60,000	43.54%	4,451,000	Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC	2.31%	0.00%	1,037,851	57,549	5.87%	23,354,439	Mar 31, 2024
THRIVENT FINANCIAL FOR LUTHERANS	0.95%	0.02%	424,946	49,996	13.33%	9,562,000	Mar 31, 2024
PENSIONFUND SABIC	0.10%	0.30%	44,027	44,027	100.00%	991,000	Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	0.19%	0.00%	84,910	43,186	103.50%	1,910,000	Mar 31, 2024
TWO SIGMA INVESTMENTS, LP	0.54%	0.01%	244,402	41,861	20.67%	5,499,045	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	0.00%	40,577	40,577	100.00%	912,983	Mar 31, 2024
BOSTON PARTNERS	0.16%	0.00%	71,450	36,667	105.42%	1,607,630	Mar 31, 2024

As of Mar 31 2024, Plymouth Industrial REIT's largest institutional buyer is MACQUARIE GROUP LTD. The company purchased 629.61K stocks of PLYM, valued at $14.81M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
LAZARD ASSET MANAGEMENT LLC	0.03%	0.00%	13,041	-568,375	-97.76%	293,000	Mar 31, 2024
SILVERCREST ASSET MANAGEMENT GROUP LLC	4.77%	0.33%	2,141,750	-327,480	-13.26%	48,189,375	Mar 31, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP	0.99%	0.08%	442,681	-108,563	-19.69%	9,960,000	Mar 31, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC	0.22%	0.16%	98,420	-93,823	-48.80%	2,214,450	Mar 31, 2024
SAPIENCE INVESTMENTS, LLC	0.37%	1.24%	166,778	-89,080	-34.82%	3,752,505	Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC	0.05%	0.00%	20,322	-88,396	-81.31%	457,251	Mar 31, 2024
MORGAN STANLEY	0.44%	0.00%	198,750	-69,354	-25.87%	4,471,910	Mar 31, 2024
JANE STREET GROUP, LLC	0.02%	0.00%	10,937	-61,458	-84.89%	246,082	Mar 31, 2024
BLACKROCK INC.	7.22%	0.00%	3,241,034	-48,984	-1.49%	72,923,268	Mar 31, 2024
JACKSON CREEK INVESTMENT ADVISORS LLC	-	-	-	-47,848	-100.00%	-	Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC	0.38%	0.00%	172,480	-46,422	-21.21%	3,880,984	Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD	-	-	-	-39,997	-100.00%	-	Mar 31, 2024
TUDOR INVESTMENT CORP ET AL	-	-	-	-36,995	-100.00%	-	Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC	1.42%	0.30%	637,617	-36,769	-5.45%	14,346,383	Mar 31, 2024
MILLENNIUM MANAGEMENT LLC	0.35%	0.00%	157,169	-35,690	-18.51%	3,536,302	Mar 31, 2024
STATE STREET CORP	2.67%	0.00%	1,196,478	-30,581	-2.49%	27,206,215	Mar 31, 2024
GOLDMAN SACHS GROUP INC	0.27%	0.00%	123,372	-30,387	-19.76%	2,775,871	Mar 31, 2024
BARCLAYS PLC	0.09%	0.00%	40,409	-28,876	-41.68%	909,000	Mar 31, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.22%	0.05%	100,669	-28,000	-21.76%	2,265,053	Mar 31, 2024
SQUAREPOINT OPS LLC	-	-	-	-23,814	-100.00%	-	Mar 31, 2024

As of Mar 31 2024, Plymouth Industrial REIT's biggest institutional seller is LAZARD ASSET MANAGEMENT LLC. The company sold -0.57M shares of PLYM, valued at $293.00K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PENSIONFUND DSM NETHERLANDS	0.22%	1.18%	98,000	98,000	100.00%	2,205,000	Mar 31, 2024
PENSIONFUND SABIC	0.10%	0.30%	44,027	44,027	100.00%	991,000	Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.09%	0.00%	40,577	40,577	100.00%	912,983	Mar 31, 2024
CERITY PARTNERS LLC	0.08%	0.00%	35,407	35,407	100.00%	796,657	Mar 31, 2024
DARK FOREST CAPITAL MANAGEMENT LP	0.06%	0.11%	28,536	28,536	100.00%	642,060	Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC	0.05%	0.01%	23,821	23,821	100.00%	535,973	Mar 31, 2024
COLONY GROUP, LLC	0.05%	0.00%	23,616	23,616	100.00%	531,000	Mar 31, 2024
FIRST TRUST ADVISORS LP	0.04%	0.00%	16,178	16,178	100.00%	364,005	Mar 31, 2024
QUEST PARTNERS LLC	0.04%	0.06%	15,823	15,823	100.00%	356,018	Mar 31, 2024
MAN GROUP PLC	0.03%	0.00%	14,469	14,469	100.00%	325,553	Mar 31, 2024
HOHIMER WEALTH MANAGEMENT, LLC	0.03%	0.07%	13,943	13,943	100.00%	313,718	Mar 31, 2024
HGI CAPITAL MANAGEMENT, LLC	0.03%	0.30%	12,174	12,174	100.00%	273,915	Mar 31, 2024
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	0.01%	0.00%	3,955	3,955	100.00%	89,000	Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC	0.01%	0.00%	3,665	3,665	100.00%	79,091,000	Mar 31, 2024
	0.01%	0.00%	2,423	2,423	100.00%	54,523	Mar 31, 2024
POINT72 ASIA (SINGAPORE) PTE. LTD.	0.00%	0.01%	1,779	1,779	100.00%	40,038	Mar 31, 2024
WOLFF WIESE MAGANA LLC	0.00%	0.00%	200	200	100.00%	4,500	Mar 31, 2024
	0.00%	0.00%	120	120	100.00%	2,485	Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC	-	-	9	9	100.00%	202	Mar 31, 2024

Plymouth Industrial REIT's largest new institutional shareholder by number of shares is PENSIONFUND DSM NETHERLANDS, purchased 98.00K shares, valued at $2.21M, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
JACKSON CREEK INVESTMENT ADVISORS LLC	-	-	-	-47,848	-100.00%	-	Mar 31, 2024
Y-INTERCEPT (HONG KONG) LTD	-	-	-	-39,997	-100.00%	-	Mar 31, 2024
TUDOR INVESTMENT CORP ET AL	-	-	-	-36,995	-100.00%	-	Mar 31, 2024
SQUAREPOINT OPS LLC	-	-	-	-23,814	-100.00%	-	Mar 31, 2024
BANK OF MONTREAL /CAN/	-	-	-	-18,728	-100.00%	-	Mar 31, 2024
CAPTRUST FINANCIAL ADVISORS	-	-	-	-18,267	-100.00%	-	Mar 31, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS	-	-	-	-17,908	-100.00%	-	Mar 31, 2024
HENNION & WALSH ASSET MANAGEMENT, INC.	-	-	-	-16,894	-100.00%	-	Mar 31, 2024
ENGINEERS GATE MANAGER LP	-	-	-	-16,289	-100.00%	-	Mar 31, 2024
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	-	-	-	-12,264	-100.00%	-	Mar 31, 2024
D. E. SHAW & CO., INC.	-	-	-	-12,258	-100.00%	-	Mar 31, 2024
VERITION FUND MANAGEMENT LLC	-	-	-	-11,678	-100.00%	-	Mar 31, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.	-	-	-	-11,232	-100.00%	-	Mar 31, 2024
CITADEL ADVISORS LLC	-	-	-	-6,055	-100.00%	-	Mar 31, 2024
GARNER ASSET MANAGEMENT CORP	-	-	-	-4,073	-100.00%	-	Mar 31, 2024
FEDERATED HERMES, INC.	-	-	-	-1,845	-100.00%	-	Mar 31, 2024
WEST TOWER GROUP, LLC	-	-	-	-1,783	-100.00%	-	Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	-	-	-	-1,155	-100.00%	-	Mar 31, 2024
AJOVISTA, LLC	-	-	-	-395	-100.00%	-	Mar 31, 2024
DELTA ASSET MANAGEMENT LLC/TN	-	-	-	-70	-100.00%	-	Mar 31, 2024
GAMMA INVESTING LLC	-	-	-	-13	-100.00%	-	Mar 31, 2024

Plymouth Industrial REIT's largest sold out institutional shareholder by shares sold is JACKSON CREEK INVESTMENT ADVISORS LLC, sold -47.85K shares, valued at -, as of undefined.

Plymouth Industrial REIT Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
AMG FUNDS	0.96%	107,330	-	-	Jan 31, 2024
Keeley Funds, Inc.	0.58%	148,468	-	-	Dec 29, 2023
HIGHLAND GLOBAL ALLOCATION FUND	0.54%	541,583	-	-	Dec 31, 2023
AB GLOBAL REAL ESTATE INVESTMENT FUND INC	0.40%	21,553	6,690	45.01%	Feb 29, 2024
AB INSTITUTIONAL FUNDS INC	0.39%	67,488	23,900	54.83%	Jan 31, 2024
PRUDENTIAL JENNISON SMALL CO FUND, INC.	0.39%	1,829,646	461,632	33.74%	Dec 29, 2023
PIONEER REAL ESTATE SHARES	0.36%	13,765	-	-	Mar 31, 2023
JOHN HANCOCK INVESTMENT TRUST II	0.22%	92,720	-	-	Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.	0.19%	115,978	14,961	14.81%	Feb 29, 2024
Seven Hills Realty Trust	0.18%	165,887	-	-	Dec 31, 2020
Federated Hermes MDT Series	0.14%	347,222	-	-	Jan 31, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND	0.11%	141,659	-	-	Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS	0.06%	30,451	-	-	Dec 31, 2023
BRIDGEWAY FUNDS INC	0.05%	119,069	-	-	Dec 29, 2023
TIMOTHY PLAN	0.04%	171,264	21,948	14.70%	Mar 31, 2024
VANGUARD SPECIALIZED FUNDS	0.03%	1,608,889	12,001	0.75%	Jan 31, 2024
NEXPOINT REAL ESTATE STRATEGIES FUND	0.03%	44,511	-	-	Dec 31, 2023
SPIRIT OF AMERICA INVESTMENT FUND INC	0.03%	1,500	-	-	Feb 29, 2024
Voya EQUITY TRUST	0.02%	30,728	3,046	11.00%	Feb 29, 2024
FORUM FUNDS II	0.02%	15,365	-	-	Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS	0.02%	6,761	213	3.25%	Dec 31, 2023
AMG Funds I	0.01%	21,347	-	-	Jan 31, 2024
IndexIQ ETF Trust	0.01%	30,892	12,434	67.36%	Jan 31, 2024
QUANTITATIVE MASTER SERIES LLC	0.01%	78,242	4,860	6.62%	Dec 31, 2023
UNIFIED SERIES TRUST	0.01%	28,536	-	-	Feb 29, 2024
Versus Capital Multi-Manager Real Estate Income Fund LLC	0.01%	41,225	-13,001	-23.98%	Dec 29, 2023
Pacer Funds Trust	0.01%	296,416	-	-	Jan 31, 2024
Principal Diversified Select Real Asset Fund	0.01%	3,068	-4,963	-61.80%	Dec 31, 2023
Fidelity Commonwealth Trust II	0.01%	36,867	-	-	Aug 31, 2023
Thrivent Core Funds	0.01%	345,163	-	-	Jan 31, 2024
VANGUARD INDEX FUNDS	0.01%	2,461,944	590,355	31.54%	Dec 31, 2023
Principal Real Estate Income Fund	0.00%	12,382	-	-	Jan 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	39,335	-	-	Dec 29, 2023
ADVISORS' INNER CIRCLE FUND	0.00%	51,000	-	-	Jan 31, 2024
DELAWARE INVESTMENTS DIVIDEND & INCOME FUND, INC	0.00%	860	-	-	Feb 28, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.	0.00%	7,120	-	-	Dec 31, 2023
JOHN HANCOCK INVESTMENT TRUST	0.00%	248,955	-	-	Jan 31, 2024
VANGUARD HORIZON FUNDS	0.00%	61,300	46,853	324.31%	Dec 31, 2023
Brookfield Investment Funds	0.00%	5,496	-	-	Dec 31, 2023
Advisors' Inner Circle Fund III	0.00%	41,842	-289	-0.69%	Jan 31, 2024
HARBOR FUNDS	0.00%	63,300	-	-	Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 1	0.00%	628	-	-	Dec 31, 2023
PUTNAM VARIABLE TRUST	0.00%	59,130	-	-	Dec 31, 2023
Tidal ETF Trust	0.00%	19,643	1,088	5.86%	Feb 29, 2024
ALLSPRING MASTER TRUST	0.00%	165,348	-20,405	-10.99%	Feb 29, 2024
Nuveen Real Asset Income & Growth Fund	0.00%	6,083	-	-	Dec 31, 2023
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST	0.00%	96,859	-	-	Jan 31, 2024
SCHWAB STRATEGIC TRUST	0.00%	382,021	14,195	3.86%	Feb 29, 2024
HC CAPITAL TRUST	0.00%	62,079	9,474	18.01%	Dec 31, 2023
Voya VARIABLE PORTFOLIOS INC	0.00%	61,972	-23,690	-27.66%	Dec 31, 2023
DELAWARE GROUP EQUITY FUNDS IV	0.00%	1,919	-	-	Dec 29, 2023
AMERICAN CENTURY WORLD MUTUAL FUNDS INC	0.00%	18,657	-	-	Feb 29, 2024
Calvert Variable Products, Inc.	0.00%	4,269	-	-	Dec 31, 2023
SCHWAB INVESTMENTS	0.00%	97,790	79,852	445.16%	Feb 29, 2024
FIDELITY CONCORD STREET TRUST	0.00%	331,787	9,523	2.96%	Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED FUND II	0.00%	10,293	-	-	Dec 31, 2023
MFS VARIABLE INSURANCE TRUST III	0.00%	22,493	-	-	Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST	0.00%	183,342	21,106	13.01%	Dec 31, 2023
Cambria ETF Trust	0.00%	9,600	-	-	Jan 31, 2024
Fidelity Rutland Square Trust II	0.00%	1,299,180	17,380	1.36%	Feb 29, 2024
DELAWARE GROUP EQUITY FUNDS V	0.00%	60,949	59,777	5100.43%	Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS	0.00%	30,148	-	-	Dec 31, 2023
GOLDMAN SACHS VARIABLE INSURANCE TRUST	0.00%	3,790	-	-	Dec 31, 2023
MANNING & NAPIER FUND, INC.	0.00%	16,725	-	-	Jan 31, 2024
ALPS ETF Trust	0.00%	11,771	225	1.95%	Feb 29, 2024
VICTORY PORTFOLIOS	0.00%	28,300	-1,950	-6.45%	Dec 31, 2023
AB BOND FUND, INC.	0.00%	87,146	32,580	59.71%	Jan 31, 2024
SSGA FUNDS	0.00%	328	-	-	Feb 29, 2024
VANGUARD VARIABLE INSURANCE FUNDS	0.00%	32,676	876	2.75%	Dec 31, 2023
AdvisorShares Trust	0.00%	1,779	-	-	Dec 29, 2023
Dunham Funds	0.00%	35,244	2,000	6.02%	Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC	0.00%	2,097	-26	-1.22%	Dec 31, 2023
FIRST TRUST EXCHANGE-TRADED FUND	0.00%	4,202	-210	-4.76%	Dec 31, 2023
OPTIMUM FUND TRUST	0.00%	57,000	-	-	Dec 29, 2023
RBB FUND, INC.	0.00%	35,739	-	-	Feb 29, 2024
DFA INVESTMENT DIMENSIONS GROUP INC	0.00%	376,285	5,037	1.36%	Jan 31, 2024
Voya INVESTORS TRUST	0.00%	18,607	-312	-1.65%	Dec 31, 2023
Victory Portfolios II	0.00%	19,267	-	-	Dec 31, 2023
ETF Series Solutions	0.00%	5,574	153	2.82%	Feb 29, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	26,392	24	0.09%	Jan 31, 2024
Forethought Variable Insurance Trust	0.00%	1,288	-	-	Dec 29, 2023
WILMINGTON FUNDS	0.00%	3,225	-	-	Jan 31, 2024
SA FUNDS INVESTMENT TRUST	0.00%	4,195	-	-	Dec 31, 2023
SEASONS SERIES TRUST	0.00%	6,088	14	0.23%	Dec 31, 2023
SunAmerica Specialty Series	0.00%	131	-	-	Apr 30, 2021
RUSSELL INVESTMENT CO	0.00%	74,840	-4,012	-5.09%	Jan 31, 2024
RUSSELL INVESTMENT FUNDS	0.00%	15,189	-	-	Dec 31, 2023
GPS Funds I	0.00%	1,082	-	-	Dec 31, 2023
VALIC Co I	0.00%	60,928	3,921	6.88%	Feb 29, 2024
STATE STREET INSTITUTIONAL INVESTMENT TRUST	0.00%	18,300	5,100	38.64%	Dec 31, 2023
PACE SELECT ADVISORS TRUST	0.00%	66,705	66,705	-	Jan 31, 2024
Bernstein Fund Inc	0.00%	2,134	-17,242	-88.99%	Dec 31, 2023
Federated Hermes Global Allocation Fund	0.00%	1,890	-	-	Feb 29, 2024
PIONEER VARIABLE CONTRACTS TRUST /MA/	0.00%	4,329	-	-	Dec 29, 2023
JPMORGAN INSURANCE TRUST	0.00%	2,363	-137	-5.48%	Mar 31, 2023
SPDR INDEX SHARES FUNDS	0.00%	31,836	-215	-0.67%	Dec 31, 2023
TIAA-CREF LIFE FUNDS	0.00%	445	-	-	Dec 31, 2023
AB VARIABLE PRODUCTS SERIES FUND, INC.	0.00%	712	-	-	Mar 31, 2024
THRIVENT SERIES FUND INC	0.00%	17,136	9,054	112.03%	Dec 29, 2023
VARIABLE INSURANCE PRODUCTS FUND II	0.00%	1,992	-1,215	-37.89%	Dec 31, 2023

Plymouth Industrial REIT's largest mutual fund holder by % of total assets is "AMG FUNDS", owning 107.33K shares, compromising 0.96% of its total assets.

Plymouth Industrial REIT Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 24	163	-3.55%
31 Dec, 23	169	4.97%
30 Sep, 23	161	3.87%
30 Jun, 23	155	6.90%
31 Mar, 23	145	-3.97%
31 Dec, 22	151	4.86%
30 Sep, 22	144	-5.26%
30 Jun, 22	152	-3.18%
31 Mar, 22	157	6.08%
31 Dec, 21	148	12.98%
30 Sep, 21	131	10.08%
30 Jun, 21	119	10.19%
31 Mar, 21	108	1.89%
31 Dec, 20	106	-7.02%
30 Sep, 20	114	12.87%
30 Jun, 20	101	29.49%
31 Mar, 20	78	-6.02%
31 Dec, 19	83	25.76%
30 Sep, 19	66	69.23%
30 Jun, 19	39	50.00%
31 Mar, 19	26	30.00%
31 Dec, 18	20	-4.76%
30 Sep, 18	21	61.54%
30 Jun, 18	13	8.33%
31 Mar, 18	12	33.33%
31 Dec, 17	9	50.00%
30 Sep, 17	6	-
30 Jun, 17	6	-

As of 31 Mar 24, 163 institutions are holding Plymouth Industrial REIT's shares, representing a decrease of -3.55% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 24	43,348,697	2.00%
31 Dec, 23	42,499,413	0.70%
30 Sep, 23	42,205,428	3.43%
30 Jun, 23	40,805,110	2.53%
31 Mar, 23	39,797,838	-0.61%
31 Dec, 22	40,041,549	-0.90%
30 Sep, 22	40,403,812	10.19%
30 Jun, 22	36,666,051	10.00%
31 Mar, 22	33,333,565	5.22%
31 Dec, 21	31,679,220	10.52%
30 Sep, 21	28,664,689	12.46%
30 Jun, 21	25,487,854	12.81%
31 Mar, 21	22,593,309	22.78%
31 Dec, 20	18,400,990	4.66%
30 Sep, 20	17,581,217	75.90%
30 Jun, 20	9,995,224	21.25%
31 Mar, 20	8,243,301	1.96%
31 Dec, 19	8,084,736	13.50%
30 Sep, 19	7,123,174	87.96%
30 Jun, 19	3,789,636	275.29%
31 Mar, 19	1,009,801	11.67%
31 Dec, 18	904,279	-0.85%
30 Sep, 18	912,054	147.02%
30 Jun, 18	369,216	-6.73%
31 Mar, 18	395,859	3.17%
31 Dec, 17	383,702	721.42%
30 Sep, 17	46,712	-35.23%
30 Jun, 17	72,125	-

Plymouth Industrial REIT (PLYM) has 43.35M shares outstanding as of 31 Mar 24, up 2.00% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 24	96.59%	1018098.36%
31 Dec, 23	0.10%	0.00%
30 Sep, 23	98.97%	1.08%
30 Jun, 23	95.78%	1.10%
31 Mar, 23	93.41%	0.92%
31 Dec, 22	100.66%	1.04%
30 Sep, 22	98.24%	1.12%
30 Jun, 22	93.76%	1.11%
31 Mar, 22	92.01%	0.88%
31 Dec, 21	102.49%	1.30%
30 Sep, 21	88.74%	1.18%
30 Jun, 21	86.85%	1.26%
31 Mar, 21	83.05%	0.83%
31 Dec, 20	100.10%	1.25%
30 Sep, 20	89.56%	1.92%
30 Jun, 20	68.23%	2.08%
31 Mar, 20	57.27%	0.63%
31 Dec, 19	95.08%	1.55%
30 Sep, 19	78.44%	2.55%
30 Jun, 19	55.44%	12.15%
31 Mar, 19	21.36%	6.07%
31 Dec, 18	18.75%	4.27%
30 Sep, 18	20.96%	17.78%
30 Jun, 18	10.86%	9.22%
31 Mar, 18	10.85%	3.41%
31 Dec, 17	17.85%	378.06%
30 Sep, 17	2.17%	19.31%
30 Jun, 17	3.35%	-

As of 31 Mar 24, Plymouth Industrial REIT is held by 96.59% institutional shareholders, representing a 1018098.36% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 24	89	8.54%
31 Dec, 23	82	7.89%
30 Sep, 23	76	-6.17%
30 Jun, 23	81	24.62%
31 Mar, 23	65	-19.75%
31 Dec, 22	81	20.90%
30 Sep, 22	67	-29.47%
30 Jun, 22	95	5.56%
31 Mar, 22	90	-6.25%
31 Dec, 21	96	14.29%
30 Sep, 21	84	21.74%
30 Jun, 21	69	38.00%
31 Mar, 21	50	-21.88%
31 Dec, 20	64	-25.58%
30 Sep, 20	86	34.38%
30 Jun, 20	64	45.45%
31 Mar, 20	44	-18.52%
31 Dec, 19	54	-
30 Sep, 19	54	74.19%
30 Jun, 19	31	55.00%
31 Mar, 19	20	100.00%
31 Dec, 18	10	-47.37%
30 Sep, 18	19	280.00%
30 Jun, 18	5	-28.57%
31 Mar, 18	7	16.67%
31 Dec, 17	6	50.00%
30 Sep, 17	4	-33.33%
30 Jun, 17	6	-

89 institutional shareholders have increased their position in PLYM stock as of 31 Mar 24 compared to 82 in the previous quarter (a 8.54% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 24	56	-9.68%
31 Dec, 23	62	5.08%
30 Sep, 23	59	18.00%
30 Jun, 23	50	6.38%
31 Mar, 23	47	-
31 Dec, 22	47	-14.55%
30 Sep, 22	55	27.91%
30 Jun, 22	43	-21.82%
31 Mar, 22	55	41.03%
31 Dec, 21	39	18.18%
30 Sep, 21	33	-10.81%
30 Jun, 21	37	-7.50%
31 Mar, 21	40	17.65%
31 Dec, 20	34	70.00%
30 Sep, 20	20	-13.04%
30 Jun, 20	23	-
31 Mar, 20	23	21.05%
31 Dec, 19	19	216.67%
30 Sep, 19	6	200.00%
30 Jun, 19	2	-33.33%
31 Mar, 19	3	-25.00%
31 Dec, 18	4	300.00%
30 Sep, 18	1	-75.00%
30 Jun, 18	4	33.33%
31 Mar, 18	3	-
31 Dec, 17	3	50.00%
30 Sep, 17	2	-
30 Jun, 17	-	-

56 institutional shareholders have reduced their position in PLYM stock as of 31 Mar 24 compared to 62 in the previous quarter (a -9.68% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 24	163	-3.55%	43,348,697	2.00%	96.59%	1018098.36%	89	8.54%	56	-9.68%
31 Dec, 23	169	4.97%	42,499,413	0.70%	0.10%	0.00%	82	7.89%	62	5.08%
30 Sep, 23	161	3.87%	42,205,428	3.43%	98.97%	1.08%	76	-6.17%	59	18.00%
30 Jun, 23	155	6.90%	40,805,110	2.53%	95.78%	1.10%	81	24.62%	50	6.38%
31 Mar, 23	145	-3.97%	39,797,838	-0.61%	93.41%	0.92%	65	-19.75%	47	-
31 Dec, 22	151	4.86%	40,041,549	-0.90%	100.66%	1.04%	81	20.90%	47	-14.55%
30 Sep, 22	144	-5.26%	40,403,812	10.19%	98.24%	1.12%	67	-29.47%	55	27.91%
30 Jun, 22	152	-3.18%	36,666,051	10.00%	93.76%	1.11%	95	5.56%	43	-21.82%
31 Mar, 22	157	6.08%	33,333,565	5.22%	92.01%	0.88%	90	-6.25%	55	41.03%
31 Dec, 21	148	12.98%	31,679,220	10.52%	102.49%	1.30%	96	14.29%	39	18.18%
30 Sep, 21	131	10.08%	28,664,689	12.46%	88.74%	1.18%	84	21.74%	33	-10.81%
30 Jun, 21	119	10.19%	25,487,854	12.81%	86.85%	1.26%	69	38.00%	37	-7.50%
31 Mar, 21	108	1.89%	22,593,309	22.78%	83.05%	0.83%	50	-21.88%	40	17.65%
31 Dec, 20	106	-7.02%	18,400,990	4.66%	100.10%	1.25%	64	-25.58%	34	70.00%
30 Sep, 20	114	12.87%	17,581,217	75.90%	89.56%	1.92%	86	34.38%	20	-13.04%
30 Jun, 20	101	29.49%	9,995,224	21.25%	68.23%	2.08%	64	45.45%	23	-
31 Mar, 20	78	-6.02%	8,243,301	1.96%	57.27%	0.63%	44	-18.52%	23	21.05%
31 Dec, 19	83	25.76%	8,084,736	13.50%	95.08%	1.55%	54	-	19	216.67%
30 Sep, 19	66	69.23%	7,123,174	87.96%	78.44%	2.55%	54	74.19%	6	200.00%
30 Jun, 19	39	50.00%	3,789,636	275.29%	55.44%	12.15%	31	55.00%	2	-33.33%
31 Mar, 19	26	30.00%	1,009,801	11.67%	21.36%	6.07%	20	100.00%	3	-25.00%
31 Dec, 18	20	-4.76%	904,279	-0.85%	18.75%	4.27%	10	-47.37%	4	300.00%
30 Sep, 18	21	61.54%	912,054	147.02%	20.96%	17.78%	19	280.00%	1	-75.00%
30 Jun, 18	13	8.33%	369,216	-6.73%	10.86%	9.22%	5	-28.57%	4	33.33%
31 Mar, 18	12	33.33%	395,859	3.17%	10.85%	3.41%	7	16.67%	3	-
31 Dec, 17	9	50.00%	383,702	721.42%	17.85%	378.06%	6	50.00%	3	50.00%
30 Sep, 17	6	-	46,712	-35.23%	2.17%	19.31%	4	-33.33%	2	-
30 Jun, 17	6	-	72,125	-	3.35%	-	6	-	-	-

Plymouth Industrial REIT Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Mar 18, 2024	WHITE PENDLETON P	director	-	P-Purchase	Buy	4,000	$21.58	$86.32K	4,000

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Mar 18, 2024	WHITE PENDLETON P	director	-	P-Purchase	Buy	4,000	$21.58	$86.32K	4,000

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Apr 29, 2024	Connolly James	officer	EVP/Asset Management		Sell	-	-	-	77,734
Apr 29, 2024	Connolly James	officer	EVP/Asset Management		Sell	15,900	-	-	-

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Apr 29, 2024	Connolly James	officer	EVP/Asset Management		Sell	-	-	-	77,734
Apr 29, 2024	Connolly James	officer	EVP/Asset Management		Sell	15,900	-	-	-
Apr 24, 2024	Witherell Jeffrey E	director, officer	CEO	A-Award	Buy	44,031	-	-	70,565
Apr 24, 2024	Saladino Anthony	officer	EVP and CFO	A-Award	Buy	20,793	-	-	32,402
Mar 18, 2024	WHITE PENDLETON P	director	-	P-Purchase	Buy	4,000	$21.58	$86.32K	4,000
Feb 15, 2024	Saladino Anthony	officer	EVP and CFO	A-Award	Buy	21,796	-	-	58,168
Feb 15, 2024	Witherell Jeffrey E	director, officer	CEO	A-Award	Buy	39,398	-	-	250,248
Dec 08, 2023	GUINEE JOHN W III	director	-	A-Award	Buy	1,000	$22.86	$22.86K	32,708
Jul 10, 2023	COTTONE PHILIP S	director	-	A-Award	Buy	2,644	-	-	21,167
Jul 10, 2023	DeAgazio Richard J	director	-	A-Award	Buy	2,644	-	-	34,159
Jul 10, 2023	GAW DAVID	director	-	A-Award	Buy	2,644	-	-	21,640
Jul 10, 2023	GUINEE JOHN W III	director	-	A-Award	Buy	2,644	-	-	31,708
Jul 10, 2023	Murphy Caitlin	director	-	A-Award	Buy	2,644	-	-	6,378
Jun 20, 2023	Witherell Jeffrey E	director, officer	CEO	A-Award	Buy	26,534	-	-	26,534
Jun 20, 2023	Saladino Anthony	officer	EVP and CFO	A-Award	Buy	11,609	-	-	11,609
Feb 21, 2023	WHITE PENDLETON P	director, officer	President and CIO	A-Award	Buy	18,622	-	-	117,735
Feb 21, 2023	Witherell Jeffrey E	director, officer	CEO	A-Award	Buy	53,770	-	-	210,850
Feb 21, 2023	Saladino Anthony	officer	EVP and CFO	A-Award	Buy	25,372	-	-	36,372
Aug 29, 2022	MIRELF VI REIT Investments IV, LLC	10 percent owner	-		Buy	-	-	-	5,037,730
Jul 05, 2022	BARBER MARTIN	director		A-Award	Buy	1,995	-	-	14,737

The last insider sell of Plymouth Industrial REIT's stock was made by Connolly James on Apr 29 2024, selling - shares at - per share (valued at -). The last insider buy of PLYM was made by WHITE PENDLETON P on Mar 18 2024, buying 4,000 shares at $21.58 per share (worth $86.32K).

Plymouth Industrial REIT Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	2	2	100.00%
Q1 2024	3	-	-
Q4 2023	1	-	-
Q3 2023	5	-	-
Q2 2023	2	-	-
Q1 2023	3	-	-
Q3 2022	-	-	-
Q2 2022	13	1	1300.00%
Q1 2022	1	3	33.33%
Q4 2021	2	-	-
Q3 2021	6	2	300.00%
Q2 2021	-	-	-
Q1 2021	4	1	400.00%
Q4 2020	1	-	-
Q3 2020	7	-	-
Q1 2020	9	-	-
Q3 2019	4	-	-
Q2 2019	3	-	-
Q1 2019	5	-	-
Q4 2018	4	-	-

2 total buy trades, and 2 total sell trades (buy/sell ratio of 1.00%) were made by Plymouth Industrial REIT's insiders, as of Q2 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2024	-	-	-
Q1 2024	1	-	-
Q4 2023	-	-	-
Q3 2023	-	-	-
Q2 2023	-	-	-
Q1 2023	-	-	-
Q3 2022	-	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	-	-	-
Q3 2021	-	2	-
Q2 2021	-	-	-
Q1 2021	-	-	-
Q4 2020	-	-	-
Q3 2020	-	-	-
Q1 2020	-	-	-
Q3 2019	-	-	-
Q2 2019	-	-	-
Q1 2019	1	-	-
Q4 2018	4	-	-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Plymouth Industrial REIT's stocks.

Plymouth Industrial REIT Peer Ownership

Ticker	Company
LXP	LXP Industrial Trust
FR	First Industrial Realty Trust, Inc.
EGP	EastGroup Properties, Inc.
TRNO	Terreno Realty Corporation
SELF	Global Self Storage, Inc.
REXR	Rexford Industrial Realty, Inc.
COLD	Americold Realty Trust, Inc.

PLYM Ownership FAQ

Who Owns Plymouth Industrial REIT?

Plymouth Industrial REIT is owned by institutional shareholders (96.59%), insiders (1.41%), and public (2.00%). The largest institutional shareholder of Plymouth Industrial REIT is MADISON INTERNATIONAL REALTY HOLDINGS, LLC (11.23% of total shares) and the top mutual fund owner is AMG FUNDS (0.96% of total shares).

Who are the major institutional shareholders of Plymouth Industrial REIT?

Plymouth Industrial REIT's major institutional shareholders are MADISON INTERNATIONAL REALTY HOLDINGS, LLC, VANGUARD GROUP INC, JENNISON ASSOCIATES LLC, BLACKROCK INC., and WESTWOOD HOLDINGS GROUP INC. The top five shareholders own together 43.81% of the company's share outstanding.

How many Plymouth Industrial REIT shareholders are there?

As of Mar 2024, there are 163 institutional shareholders of Plymouth Industrial REIT.

What percentage of Plymouth Industrial REIT is owned by MADISON INTERNATIONAL REALTY HOLDINGS, LLC?

MADISON INTERNATIONAL REALTY HOLDINGS, LLC owns 5.04M shares of Plymouth Industrial REIT, representing 11.23% of the company's total shares outstanding, valued at $113.35M (as of Mar 2024).

What percentage of Plymouth Industrial REIT is owned by VANGUARD GROUP INC?

As of Mar 2024, VANGUARD GROUP INC holds 4.26M shares of Plymouth Industrial REIT (PLYM), compromising 9.50% of the company, valued at $95.94M.

What percentage of Plymouth Industrial REIT is owned by JENNISON ASSOCIATES LLC?

JENNISON ASSOCIATES LLC is the third largest holder of Plymouth Industrial REIT. The company owns 4.18M of the company's shares outstanding (worth $94.13M).