AWM
PGRE

Avior Wealth Management’s Paramount Group PGRE Stock Holding History

Avior Wealth Management’s Portfolio PGRE Stock Details PGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,475
Closed -$12.2K – 1878
2024
Q4 		$12.2K Hold
2,475
– – ﹤0.01% 1551
2024
Q3 		$12.2K Buy
+2,475
New +$12.3K ﹤0.01% 1497
2024
Q2 		– Sell
-35
Closed -$164 – 3311
2024
Q1 		$164 Buy
+35
New +$165 ﹤0.01% 2963

Other funds holding PGRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Avior Wealth Management's PGRE Position: Q1 2025 in Review

Avior Wealth Management sold out of Paramount Group (PGRE) in Q1 2025, closing a stake of 2,475 shares — an estimated $12.2K sold.

Avior Wealth Management first reported a position in PGRE in Q1 2024 and held it in 3 quarters. The position peaked at $12.2K in Q4 2024. 183 funds tracked by Wall St. Rank hold PGRE as of Q1 2025.

  • Avior Wealth Management reported no remaining Paramount Group position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,475 Paramount Group shares in Q1 2025, an estimated $12.2K.
  • Avior Wealth Management first reported a position in Paramount Group in Q1 2024 and held it in 3 quarters.
  • Avior Wealth Management's Paramount Group position peaked at $12.2K in Q4 2024.
  • 183 funds tracked by Wall St. Rank held Paramount Group as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.