B. Riley Wealth Advisors’s Paramount Group PGRE Stock Holding History

B. Riley Wealth Advisors’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
2024 Q4	$642K	Hold	130,000	–	–	0.02%	605
2024 Q3	$640K	Hold	130,000	–	–	0.02%	654
2024 Q2	$606K	Sell	130,000 -30,000	-19%	-$139K	0.02%	727
2024 Q1	$745K	Buy	160,000 +30,000	+23%	+$141K	0.02%	615
2023 Q4	$677K	Sell	130,000 -30,000	-19%	-$142K	0.02%	675
2023 Q3	$745K	Buy	+160,000	New	+$790K	0.02%	615
2021 Q2	–	Sell	-60,415	Closed	-$612K	–	1434
2021 Q1	$612K	Buy	+60,415	New	+$567K	0.02%	645

Other funds holding PGRE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Advisors's PGRE Position: Q4 2024 in Review

B. Riley Wealth Advisors held its Paramount Group (PGRE) position steady in Q4 2024 at 130,000 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #605.

B. Riley Wealth Advisors first reported a position in PGRE in Q1 2021 and has held it in 7 quarters since. The position peaked at $745K in Q1 2024. 191 funds tracked by Wall St. Rank hold PGRE as of Q4 2024.

B. Riley Wealth Advisors held 130,000 shares of Paramount Group worth $642K as of Q4 2024.
B. Riley Wealth Advisors left its Paramount Group share count unchanged in Q4 2024.
Paramount Group made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #605 holding.
B. Riley Wealth Advisors first reported a position in Paramount Group in Q1 2021 and has held it in 7 quarters since.
B. Riley Wealth Advisors's Paramount Group position peaked at $745K in Q1 2024.
191 funds tracked by Wall St. Rank held Paramount Group as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.