Carson Wealth (CWM LLC)
PGRE

Carson Wealth (CWM LLC)’s Paramount Group PGRE Stock Holding History

Carson Wealth (CWM LLC)’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
Q4 		– Sell
-2,274
Closed -$15K – 5571
2025
Q3 		$15K Buy
2,274
+1,060
+87% +$7.05K ﹤0.01% 4278
2025
Q2 		$7K Sell
1,214
-35
-3% -$182 ﹤0.01% 4478
2025
Q1 		$5K Sell
1,249
-253
-17% -$1.14K ﹤0.01% 4475
2024
Q4 		$7K Buy
1,502
+394
+36% +$1.95K ﹤0.01% 4067
2024
Q3 		$5K Buy
1,108
+302
+37% +$1.5K ﹤0.01% 4126
2024
Q2 		$4K Buy
806
+119
+17% +$552 ﹤0.01% 3990
2024
Q1 		$3K Buy
687
+1
+0.1% +$5 ﹤0.01% 3875
2023
Q4 		$4K Sell
686
-2,670
-80% -$12.7K ﹤0.01% 3618
2023
Q3 		$16K Hold
3,356
– – ﹤0.01% 2842
2023
Q2 		$15K Buy
+3,356
New +$14.9K ﹤0.01% 2829
2023
Q1 		– Sell
-328
Closed -$2K – 4274
2022
Q4 		$2K Buy
+328
New +$2.05K ﹤0.01% 3610
2022
Q2 		– Sell
-939
Closed -$10K – 4026
2022
Q1 		$10K Buy
939
+576
+159% +$5.62K ﹤0.01% 2484
2021
Q4 		$3K Buy
+363
New +$3.22K ﹤0.01% 3014

Other funds holding PGRE

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PGRE Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Paramount Group (PGRE) in Q4 2025, closing a stake of 2,274 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in PGRE in Q4 2021 and held it in 13 quarters. The position peaked at $16K in Q3 2023. 2 funds tracked by Wall St. Rank hold PGRE as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Paramount Group position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,274 Paramount Group shares in Q4 2025, an estimated $15K.
  • Carson Wealth (CWM LLC) first reported a position in Paramount Group in Q4 2021 and held it in 13 quarters.
  • Carson Wealth (CWM LLC)'s Paramount Group position peaked at $16K in Q3 2023.
  • 2 funds tracked by Wall St. Rank held Paramount Group as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.