Plymouth Industrial REIT Ownership | Who Owns Plymouth Industrial REIT?


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Plymouth Industrial REIT Ownership Summary


Plymouth Industrial REIT is owned by 95.05% institutional investors, 1.39% insiders, and 3.56% retail investors. Madison realty is the largest institutional shareholder, holding 11.21% of PLYM shares. PGIM Jennison Small Company A is the top mutual fund, with 4.79% of its assets in Plymouth Industrial REIT shares.

PLYM Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockPlymouth Industrial REIT95.05%1.39%3.56%
SectorReal Estate Stocks 63.99%7.35%28.66%
IndustryIndustrial REIT Stocks 78.48%3.18%18.34%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Madison realty5.04M11.21%$107.71M
Vanguard group4.23M9.42%$90.54M
Jennison associates4.23M9.41%$90.36M
Blackrock3.24M7.21%$69.27M
Westwood group2.96M6.60%$63.37M
Fmr2.69M5.98%$57.49M
Silvercrest asset management group2.34M5.21%$50.02M
Macquarie group1.49M3.31%$31.84M
Wellington management group llp1.38M3.08%$29.58M
State street1.21M2.69%$26.10M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Madison realty5.04M54.04%$107.71M
Meros investment management, lp402.92K4.07%$8.61M
Worth venture partners14.60K2.32%$312.15K
Sapience investments101.67K1.11%$2.17M
Uniplan investment counsel263.06K0.51%$5.62M
Keeley-teton advisors157.03K0.43%$3.36M
Chilton capital management429.05K0.41%$9.26M
Consolidated investment group114.00K0.38%$2.44M
Silvercrest asset management group2.34M0.34%$50.02M
Westwood group2.96M0.30%$63.37M

Top Buyers

HolderShares% AssetsChange
Macquarie group1.49M0.04%830.75K
F/m investments284.76K0.22%284.76K
Silvercrest asset management group2.34M0.34%197.91K
Millennium management338.89K0.00%181.72K
Meros investment management, lp402.92K4.07%111.34K

Top Sellers

HolderShares% AssetsChange
Exoduspoint capital management, lp---442.68K
Wellington management group llp1.38M0.01%-317.31K
Ameriprise financial488.70K0.00%-175.95K
Heritage wealth advisors33.10K0.03%-175.63K
State of new jersey common pension fund d248.38K0.02%-111.05K

New Positions

HolderShares% AssetsChangeValue
F/m investments284.76K0.22%284.76K$6.09M
Norges bank65.80K0.00%65.80K$1.41M
Meeder asset management50.42K0.08%50.42K$1.08M
Marshall wace, llp45.74K0.00%45.74K$977.84K
Mirae asset global etfs22.78K0.00%22.78K$486.99K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-9.00
International assets investment management-45.00
Corecap advisors-120.00
Concourse financial group securities-158.00
Simplex trading-288.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Jun 30, 2024164-2.38%42,712,470-1.49%951.02%67-25.56%7635.71%
Mar 31, 2024168-2.89%43,359,9111.59%961009882.52%908.43%56-11.11%
Dec 31, 20231735.49%42,680,9680.68%-0.00%839.21%635.00%
Sep 30, 20231643.80%42,391,1923.40%991.07%76-6.17%6020.00%
Jun 30, 20231585.33%40,997,1422.37%961.09%8120.90%504.17%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
PGIM Jennison Small Company A2.17M4.79%-
Jennison SMid Cap Core Equity2.17M4.78%194.82K
Vanguard Real Estate Index Investor1.61M3.54%-3.86K
Vanguard Total Stock Mkt Idx Inv1.37M3.01%-21.13K
Strategic Advisers Fidelity US TtlStk1.25M2.74%-
FIAM Small Cap Core CIT Cl B1.09M2.40%14.10K
Delaware Small Cap Value A1.08M2.37%-
FIAM Small Cap Core Composite1.06M2.34%91.00K
iShares Russell 2000 ETF1.03M2.26%-2.31K
Westwood Mgt SmallCap Value993.97K2.19%-81.79K

Recent Insider Transactions


DateNameRoleActivityValue
Nov 15, 2024WHITE PENDLETON P. JR.-Buy$91.95K
Nov 15, 2024Witherell Jeffrey E CEOBuy$36.98K
Aug 19, 2024MIRELF VI REIT Investments IV, LLC No longer a 10% ownerSell$13.29M
Mar 14, 2024WHITE PENDLETON P-Buy$86.32K
Sep 07, 2021Witherell Jeffrey E CEOSell$283.89K

Insider Transactions Trends


DateBuySell
2024 Q3-1
2024 Q2--
2024 Q11-
2023 Q4--
2023 Q3--

PLYM Ownership FAQ


Who Owns Plymouth Industrial REIT?

Plymouth Industrial REIT shareholders are primarily institutional investors at 95.05%, followed by 1.39% insiders and 3.56% retail investors. The average institutional ownership in Plymouth Industrial REIT's industry, Industrial REIT Stocks , is 78.48%, which Plymouth Industrial REIT exceeds.

Who owns the most shares of Plymouth Industrial REIT?

Plymouth Industrial REIT’s largest shareholders are Madison realty (5.04M shares, 11.21%), Vanguard group (4.23M shares, 9.42%), and Jennison associates (4.23M shares, 9.41%). Together, they hold 30.04% of Plymouth Industrial REIT’s total shares outstanding.

Does Blackrock own Plymouth Industrial REIT?

Yes, BlackRock owns 7.21% of Plymouth Industrial REIT, totaling 3.24M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 69.27M$. In the last quarter, BlackRock decreased its holdings by -1.097K shares, a -0.03% change.

Who is Plymouth Industrial REIT’s biggest shareholder by percentage of total assets invested?

Madison realty is Plymouth Industrial REIT’s biggest shareholder by percentage of total assets invested, with 54.04% of its assets in 5.04M Plymouth Industrial REIT shares, valued at 107.71M$.

Who is the top mutual fund holder of Plymouth Industrial REIT shares?

PGIM Jennison Small Company A is the top mutual fund holder of Plymouth Industrial REIT shares, with 4.79% of its total shares outstanding invested in 2.17M Plymouth Industrial REIT shares.

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