PLYM β€” PLYMOUTH INDL REIT INC

Ownership history in Barnett & Company, Inc.  Β·  4 quarters on record

AI Ownership Summary

Barnett & Company, Inc. reported PLYMOUTH INDL REIT INC (PLYM) in 4 quarterly 13F filings from 2025 Q1 through 2025 Q4. Peak portfolio weight reached 2.42% in 2025 Q3. The latest visible filing shows PLYM at 2.23% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PLYM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Barnett & Company, Inc.'s position in PLYMOUTH INDL REIT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

PLYM was reported at 2.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.42% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Barnett & Company, Inc. held PLYM β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 126,490 -13,800 -9.8% 2.23% $2.8M 2026-02-14 (Est.) $21.98
2025 Q3 UNCHANGED 140,290 β€” 0% 2.42% $3.1M 2025-11-10 $22.08
2025 Q2 ADDED 140,290 +30,600 +27.9% 1.77% $2.3M 2025-08-14 $14.74
2025 Q1 INITIATED 109,690 β€” β€” 1.49% $1.8M 2025-05-12 $15.77

🏒 Other funds also holding PLYM

As of 2026 Q1 β€” sorted by position size

IFP Advisors, Inc 3Y 7Y 0.0%

FAQ About Barnett & Company, Inc. and PLYM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Barnett & Company, Inc. reported owning PLYM?

Barnett & Company, Inc. reported PLYM across 4 quarterly 13F filings, from 2025 Q1 through 2025 Q4.

What was the largest reported PLYM position in Barnett & Company, Inc.'s portfolio?

The largest reported portfolio weight for PLYM was 2.42% in 2025 Q3.

What is the latest reported PLYM position on this page?

The most recent filing on this page is 2025 Q4, when Barnett & Company, Inc. reported 126,490 shares, equal to 2.23% of portfolio, with an estimated market value of $2.8M.

What does the chart on this PLYM ownership page compare?

The chart compares Barnett & Company, Inc.'s quarterly PLYM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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