BRWA
PGRE

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
2025
Q2 		– Sell
-130,000
Closed -$559K – 1295
2025
Q1 		$559K Hold
130,000
– – 0.02% 715
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $588M AUM 14.47% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

B. Riley Wealth Advisors's PGRE Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of Paramount Group (PGRE) in Q2 2025, closing a stake of 130,000 shares — an estimated $559K sold.

B. Riley Wealth Advisors first reported a position in PGRE in Q1 2021 and held it in 8 quarters. The position peaked at $745K in Q1 2024. 173 funds tracked by Wall St. Rank hold PGRE as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining Paramount Group position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 130,000 Paramount Group shares in Q2 2025, an estimated $559K.
  • B. Riley Wealth Advisors first reported a position in Paramount Group in Q1 2021 and held it in 8 quarters.
  • B. Riley Wealth Advisors's Paramount Group position peaked at $745K in Q1 2024.
  • 173 funds tracked by Wall St. Rank held Paramount Group as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.