Plymouth Industrial REIT Inc (PLYM) Ownership

20.10 ↑0.01 (0.05%)
As of December 7, 2022, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Plymouth Industrial REIT Inc (PLYM), owning a total of 4 million shares. Combined, the top 20 institutional holders of PLYM own 61.09% of the company with a total of 26.2 million shares.

In the latest ownership report on September 30th 2022, the top 20 institutional holders increased their combined ownership of PLYM by 1.9 million shares. 4 institutions bought 2,117,020 total additional shares and increased their ownership by an average of 9.77%. However 4 institutions sold 230,723 total shares and decreased their ownership by an average of 2.86%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Plymouth Industrial REIT increased by a net total of 1,886,297 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.367%2.129%4,013,86783,6602022-09-30
Westwood Holdings Group Inc6.619%-6.746%2,836,026-205,1442022-09-30
Wellington Management Company LLP3.871%0.000%1,658,5411,658,5412022-09-30
Jennison Associates LLC3.217%35.875%1,378,363363,9302022-09-30
State Street Corporation2.357%1.090%1,009,84310,8892022-09-30
LSV Asset Management1.557%-0.923%666,956-6,2102022-09-30
Chilton Capital Management L P1.365%-1.489%584,830-8,8372022-09-30
Dimensional Fund Advisors, Inc.1.048%-2.291%449,217-10,5322022-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.367%2.129%4,013,86783,6602022-09-30
FMR Inc8.466%-12.613%3,627,491-523,5722022-06-30
Madison International Realty Holdings, LLC7.287%240.728%3,122,2192,205,8822022-06-30
Westwood Holdings Group Inc6.619%-6.746%2,836,026-205,1442022-09-30
Wellington Management Company LLP3.871%0.000%1,658,5411,658,5412022-09-30
Silvercrest Asset Management Group LLC3.643%28.957%1,560,873350,4862022-06-30
Jennison Associates LLC3.217%35.875%1,378,363363,9302022-09-30
Lazard Asset Management LLC2.643%-2.801%1,132,463-32,6282022-06-30
State Street Corporation2.357%1.090%1,009,84310,8892022-09-30
Geode Capital Management, LLC1.839%14.308%787,76998,6062022-06-30
Kennedy Capital Management Inc1.680%0.404%719,6802,8992022-06-30
LSV Asset Management1.557%-0.923%666,956-6,2102022-09-30
Ameriprise Financial Inc1.437%634.810%615,918532,0982022-06-30
Chilton Capital Management L P1.365%-1.489%584,830-8,8372022-09-30
Mesirow Financial Investment Management, Inc.1.152%17.136%493,68272,2202022-06-30
Dimensional Fund Advisors, Inc.1.048%-2.291%449,217-10,5322022-09-30
Amvescap Plc.0.945%54.515%404,872142,8452022-06-30
JPMorgan Chase & Co0.893%-25.174%382,551-128,7062022-06-30
Federated Hermes Inc0.861%-25.572%369,087-126,8132022-06-30
Northern Trust Corp0.845%19.889%362,20060,0862022-06-30

Mutual Fund Ownership

Strategic Advisers® Fidelity US TtlStk is the biggest individual fund holder of Plymouth Industrial REIT Inc (PLYM), owning a total of 1.9 million shares. Combined, the top 20 mutual fund holders of PLYM own 37.98% of the company with a total of 16.3 million shares.

In the latest ownership report on October 31st 2022, the top 20 fund holders increased their combined ownership of PLYM by 273 thousand shares. 6 funds bought 285,641 total additional shares and increased their ownership by an average of 7.77%. However 1 funds sold 12,348 total shares and decreased their ownership by an average of 0.68%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Plymouth Industrial REIT increased by a net total of 273,293 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Real Estate Index Investor4.238%-0.675%1,816,118-12,3482022-10-31
Vanguard Total Stock Mkt Idx Inv2.720%0.923%1,165,60310,6542022-10-31
PGIM Jennison Small Company A2.135%23.552%914,924174,4072022-10-31
iShares Russell 2000 ETF2.006%0.328%859,5992,8122022-10-31
Bridge Builder Small/Mid Cap Value1.250%20.398%535,65290,7512022-10-31
Vanguard Extended Market Index Investor1.215%1.140%520,6135,8672022-10-31
Desjardins Global Small Cap Equity A1.008%0.000%431,93202022-10-31
iShares Russell 2000 Value ETF0.907%0.297%388,7181,1502022-10-31
Invesco KBW Premium Yield Eq REIT ETF0.791%0.000%338,87002022-10-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Strategic Advisers® Fidelity US TtlStk4.432%16.275%1,899,000265,8002022-09-30
Vanguard Real Estate Index Investor4.238%-0.675%1,816,118-12,3482022-10-31
Vanguard Total Stock Mkt Idx Inv2.720%0.923%1,165,60310,6542022-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.695%2.581%1,154,94929,0642022-09-30
Westwood Quality SmallCap Fund Inst2.294%-7.090%982,896-75,0002022-09-30
Westwood Mgt SmallCap Value2.294%-7.090%982,896-75,0002022-09-30
PGIM Jennison Small Company A2.135%23.552%914,924174,4072022-10-31
FIAM Small Cap Core Class B2.114%1.982%905,70017,6002022-08-31
iShares Russell 2000 ETF2.006%0.328%859,5992,8122022-10-31
FIAM Small Cap Core Composite1.996%1.124%855,1009,5002022-06-30
Jennison SMid Cap Core Equity1.728%90.628%740,517352,0562022-09-30
Kennedy Extended Small Cap1.320%-1.766%565,491-10,1672022-09-30
Bridge Builder Small/Mid Cap Value1.250%20.398%535,65290,7512022-10-31
Vanguard Extended Market Index Investor1.215%1.140%520,6135,8672022-10-31
Chilton Capital REIT1.030%-1.258%441,348-5,6222022-09-30
Lazard Global Small Cap Equity1.008%-4.395%431,932-19,8582022-09-30
Desjardins Global Small Cap Equity A1.008%0.000%431,93202022-10-31
iShares Russell 2000 Value ETF0.907%0.297%388,7181,1502022-10-31
JNL/WMC Global Real Estate I0.795%0.000%340,681340,6812022-09-30
Invesco KBW Premium Yield Eq REIT ETF0.791%0.000%338,87002022-10-31

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