Vault-13

PLYMOUTH INDL REIT INC PLYM

COM · REIT · CUSIP 729640102

147 institutional holders
40,557,15740.6m shares reported held*
$682.8mreported value*

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($967.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.84. Options: 2 managers hold calls ($180.0k notional), 2 hold puts ($6.0k).

Biggest calls

CITADEL ADVISORS LLC — $180.0k10.7k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. — $00 shares

Biggest puts

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -1.7 pts · filed 2025-04-17 7.6% -1.7 pts 3.5m 2025-04-17

Fell to 5% or below in the last year: PRUDENTIAL FINANCIAL INC (3.4%, 2026-02-13), Hudson Bay Capital Management LP (0.7%, 2026-02-09), TSSP Sub-Fund HoldCo LLC (0.0%, 2026-02-06), JENNISON ASSOCIATES LLC (3.4%, 2026-01-30), GLAZER CAPITAL, LLC (4.8%, 2026-01-13)

Holders, Q3 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Madison International Realty Holdings, LLC 42.83% of their portfolio New York, NY 5,037,7305.0m $84.7m $84.7m 42.83% —
2 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 4,013,8674.0m $67.5m $67.5m 0.00% —
3 FMR LLC 0.01% of their portfolio BOSTON, MA 4,004,2584.0m $67.3m $67.3m 0.01% —
4 WESTWOOD HOLDINGS GROUP INC 0.56% of their portfolio DALLAS, TX 2,836,0262.8m $47.7m $47.7m 0.56% —
5 BlackRock Inc. 0.00% of their portfolio New York, NY 2,730,7512.7m $45.9m $45.9m 0.00% —
6 SILVERCREST ASSET MANAGEMENT GROUP LLC 0.26% of their portfolio NEW YORK, NY 1,875,0031.9m $31.5m $31.5m 0.26% —
7 WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio Boston, MA 1,658,5411.7m $27.9m $27.9m 0.01% —
8 JENNISON ASSOCIATES LLC 0.02% of their portfolio NEW YORK, NY 1,378,3631.4m $23.2m $23.2m 0.02% —
9 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 1,009,8431.0m $17.2m $17.2m 0.00% —
10 LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio NEW YORK, NY 968,951969.0k $16.3m $16.3m 0.02% —
11 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 895,739895.7k $15.1m $15.1m 0.01% —
12 GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio BOSTON, MA 762,971763.0k $12.8m $12.8m 0.00% —
13 KENNEDY CAPITAL MANAGEMENT LLC 0.36% of their portfolio ST LOUIS, MO 719,068719.1k $12.1m $12.1m 0.36% —
14 LSV ASSET MANAGEMENT 0.03% of their portfolio CHICAGO, IL 666,956667.0k $11.2m $11.2m 0.03% —
15 CHILTON CAPITAL MANAGEMENT LLC 0.66% of their portfolio HOUSTON, TX 584,830584.8k $9.9m $9.9m 0.66% —
16 Pacer Advisors, Inc. 0.06% of their portfolio Malvern, PA 498,636498.6k $8.4m $8.4m 0.06% —
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 481,659481.7k $8.4m $8.4m 0.00% —
18 Mesirow Institutional Investment Management, Inc. 1.17% of their portfolio CHICAGO, IL 478,297478.3k $8.0m $8.0m 1.17% —
19 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 449,217449.2k $7.6m $7.6m 0.00% —
20 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 442,108442.1k $7.4m $7.4m 0.00% —
21 Toscafund Asset Management LLP 14.56% of their portfolio London, X0 421,701421.7k $7.1m $7.1m 14.56% —
22 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 358,352358.4k $6.0m $6.0m 0.00% —
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 351,297351.3k $5.9m $5.9m 0.00% —
24 State of New Jersey Common Pension Fund D 0.02% of their portfolio TRENTON, NJ 346,458346.5k $5.8m $5.8m 0.02% —
25 Ziegler Capital Management, LLC 0.23% of their portfolio CHICAGO, IL 311,500311.5k $5.2m $5.2m 0.23% —
26 Uniplan Investment Counsel, Inc. 0.37% of their portfolio MILWAUKEE, WI 283,912283.9k $4.8m $4.8m 0.37% —
27 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.12% of their portfolio HOUSTON, TX 277,069277.1k $4.7m $4.7m 0.12% —
28 ROTHSCHILD & CO ASSET MANAGEMENT US INC. 0.08% of their portfolio Stamford, CT 271,950271.9k $4.6m $4.6m 0.08% —
29 LDR Capital Management LLC 2.29% of their portfolio New York, NY 269,562269.6k $4.5m $4.5m 2.29% —
30 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio SAN FRANCISCO, CA 263,710263.7k $4.4m $4.4m 0.00% —
31 PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio COLUMBUS, OH 246,398246.4k $4.1m $4.1m 0.02% —
32 UBS Group AG 0.00% of their portfolio ZURICH, V8 223,098223.1k $3.8m $3.8m 0.00% —
33 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 221,574221.6k $3.7m $3.7m 0.00% —
34 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 219,804219.8k $3.7m $3.7m 0.00% —
35 TWO SIGMA ADVISERS, LP 0.01% of their portfolio NEW YORK, NY 202,300202.3k $3.4m $3.4m 0.01% —
36 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio Toronto, A6 199,284199.3k $3.3m $3.3m 0.00% —
37 RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio NEW YORK, NY 198,312198.3k $3.3m $3.3m 0.00% —
38 Pensionfund PDN 1.13% of their portfolio SITTARD, P7 196,000196.0k $3.4m $3.4m 1.13% —
39 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 195,706195.7k $3.3m $3.3m 0.00% —
40 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 190,670190.7k $3.2m $3.2m 0.01% —
41 FEDERATED HERMES, INC. 0.01% of their portfolio PITTSBURGH, PA 166,885166.9k $2.8m $2.8m 0.01% —
42 PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio DES MOINES, IA 159,977160.0k $2.7m $2.7m 0.00% —
43 Nuveen Asset Management, LLC 0.00% of their portfolio CHICAGO, IL 157,369157.4k $2.6m $2.6m 0.00% —
44 Monarch Partners Asset Management LLC 0.79% of their portfolio BOSTON, MA 155,562155.6k $2.6m $2.6m 0.79% —
45 Meros Investment Management, LP 2.52% of their portfolio DALLAS, TX 145,247145.2k $2.4m $2.4m 2.52% —
46 BOOTHBAY FUND MANAGEMENT, LLC 0.07% of their portfolio NEW YORK, NY 136,206136.2k $2.3m $2.3m 0.07% —
47 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 128,267128.3k $2.2m $2.2m 0.00% —
48 Gillson Capital LP 0.19% of their portfolio CHICAGO, IL 126,272126.3k $2.1m $2.1m 0.19% —
49 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 122,957123.0k $2.1m $2.1m 0.00% —
50 Consolidated Investment Group LLC 0.42% of their portfolio ENGLEWOOD, CO 114,000114.0k $1.9m $1.9m 0.42% —
51 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 106,622106.6k $1.8m $1.8m 0.00% —
52 Knights of Columbus Asset Advisors LLC 0.17% of their portfolio NEW HAVEN, CT 100,311100.3k $1.7m $1.7m 0.17% —
53 Swiss National Bank 0.00% of their portfolio ZURICH, V8 95,10095.1k $1.6m $1.6m 0.00% —
54 VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio San Antonio, TX 87,87887.9k $1.5m $1.5m 0.00% —
55 Sound Income Strategies, LLC 0.21% of their portfolio FT LAUDERDALE, FL 87,38687.4k $1.5m $1.5m 0.21% —
56 Hennion & Walsh Asset Management, Inc. 0.09% of their portfolio Parsippany, NJ 82,82382.8k $1.4m $1.4m 0.09% —
57 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 79,87279.9k $1.3m $1.3m 0.00% —
58 CAPE COD FIVE CENTS SAVINGS BANK 0.14% of their portfolio HYANNIS, MA 70,42670.4k $1.2m $1.2m 0.14% —
59 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 69,47569.5k $1.2m $1.2m 0.00% —
60 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 67,71067.7k $1.1m $1.1m 0.00% —
61 Schonfeld Strategic Advisors LLC 0.01% of their portfolio NEW YORK, NY 67,70067.7k $1.1m $1.1m 0.01% —
62 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 63,76863.8k $1.1m $1.1m 0.00% —
63 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 61,41961.4k $1.0m $1.0m 0.00% —
64 Alberta Investment Management Corp 0.01% of their portfolio EDMONTON, A0 61,23961.2k $1.0m $1.0m 0.01% —
65 Boston Partners 0.00% of their portfolio BOSTON, MA 57,55357.6k $967.0k $967.0k 0.00% —
66 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 57,10557.1k $958.0k $958.0k 0.01% —
67 Asset Management One Co., Ltd. 0.00% of their portfolio TOKYO, M0 53,59653.6k $900.0k $900.0k 0.00% —
68 Garner Asset Management Corp 0.63% of their portfolio PLANO, TX 52,04752.0k $1.2m $1.2m 0.63% —
69 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio WEST SACRAMENTO, CA 49,39549.4k $830.0k $830.0k 0.00% —
70 GLOBEFLEX CAPITAL L P 0.14% of their portfolio SAN DIEGO, CA 49,31049.3k $829.0k $829.0k 0.14% —
71 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 48,17648.2k $810.0k $810.0k 0.00% —
72 Pensionfund Sabic 0.25% of their portfolio SITTARD, P7 43,02743.0k $723.0k $723.0k 0.25% —
73 GSA CAPITAL PARTNERS LLP 0.09% of their portfolio LONDON, X0 40,30240.3k $677.0k $677.0k 0.09% —
74 CastleKnight Management LP 0.21% of their portfolio New York, NY 39,50039.5k $664.0k $664.0k 0.21% —
75 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 37,45737.5k $629.7k $629.7k 0.00% —
76 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 36,40036.4k $611.9k $611.9k 0.00% —
77 CANADA LIFE ASSURANCE Co 0.00% of their portfolio WINNIPEG, A2 34,28234.3k $576.0k $576.0k 0.00% —
78 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 33,20033.2k $558.0k $558.0k 0.00% —
79 Heritage Wealth Advisors 0.04% of their portfolio RICHMOND, VA 33,10033.1k $556.4k $556.4k 0.04% —
80 CREDIT SUISSE AG/ 0.00% of their portfolio ZURICH, V8 31,35431.4k $528.0k $528.0k 0.00% —
81 Horst & Graben Wealth Management LLC 0.14% of their portfolio PORTLAND, OR 30,24630.2k $508.0k $508.0k 0.14% —
82 BARD ASSOCIATES INC 0.23% of their portfolio CHICAGO, IL 29,77429.8k $507.0k $507.0k 0.23% —
83 NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio ALBANY, NY 28,19928.2k $474.0k $474.0k 0.00% —
84 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 27,95128.0k $470.0k $470.0k 0.00% —
85 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 23,79423.8k $400.0k $400.0k 0.01% —
86 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 19,67919.7k $330.0k $330.0k 0.00% —
87 MetLife Investment Management, LLC 0.00% of their portfolio Whippany, NJ 19,25419.3k $323.7k $323.7k 0.00% —
88 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 18,87318.9k $317.0k $317.0k 0.00% —
89 State of Alaska, Department of Revenue 0.00% of their portfolio JUNEAU, AK 18,72518.7k $314.0k $314.0k 0.00% —
90 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 18,15918.2k $305.0k $305.0k 0.00% —
91 Amundi 0.00% of their portfolio Paris, I0 18,09418.1k $314.0k $314.0k 0.00% —
92 AMERICAN INTERNATIONAL GROUP, INC. 0.00% of their portfolio New York, NY 17,88917.9k $301.0k $301.0k 0.00% —
93 Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio TOKYO, M0 17,11217.1k $288.0k $288.0k 0.00% —
94 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 17,09717.1k $287.4k $287.4k 0.00% —
95 Vestcor Inc 0.01% of their portfolio FREDERICTON, A3 17,00817.0k $286.0k $286.0k 0.01% —
96 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 16,73116.7k $281.0k $281.0k 0.00% —
97 FOSTER & MOTLEY INC 0.03% of their portfolio CINCINNATI, OH 15,85515.9k $267.0k $267.0k 0.03% —
98 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio JUPITER, FL 15,35415.4k $258.0k $258.0k 0.00% —
99 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 14,79514.8k $249.0k $249.0k 0.01% —
100 VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ATLANTA, GA 14,16814.2k $238.2k $238.2k 0.00% —