Creative Planning’s Paramount Group PGRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-46,537
| Closed | -$304K | – | 4055 |
|
|
2025
Q3 | $304K | Sell |
46,537
-19,454
| -29% | -$129K | ﹤0.01% | 3126 |
|
|
2025
Q2 | $403K | Buy |
65,991
+38,461
| +140% | +$200K | ﹤0.01% | 2651 |
|
|
2025
Q1 | $118K | Sell |
27,530
-22,366
| -45% | -$101K | ﹤0.01% | 3216 |
|
|
2024
Q4 | $246K | Sell |
49,896
-2,251
| -4% | -$11.1K | ﹤0.01% | 2822 |
|
|
2024
Q3 | $257K | Buy |
52,147
+1,544
| +3% | +$7.65K | ﹤0.01% | 2654 |
|
|
2024
Q2 | $234K | Sell |
50,603
-6,390
| -11% | -$29.6K | ﹤0.01% | 2558 |
|
|
2024
Q1 | $267K | Sell |
56,993
-4,645
| -8% | -$21.9K | ﹤0.01% | 2347 |
|
|
2023
Q4 | $319K | Buy |
61,638
+3,314
| +6% | +$15.7K | ﹤0.01% | 2046 |
|
|
2023
Q3 | $269K | Buy |
58,324
+9,328
| +19% | +$46.1K | ﹤0.01% | 2029 |
|
|
2023
Q2 | $217K | Buy |
48,996
+21,555
| +79% | +$95.9K | ﹤0.01% | 2155 |
|
|
2023
Q1 | $125K | Buy |
+27,441
| New | +$151K | ﹤0.01% | 2217 |
|
|
2017
Q1 | – | Sell |
-1,000
| Closed | -$16K | – | 4844 |
|
|
2016
Q4 | $16K | Buy |
+1,000
| New | +$15.8K | ﹤0.01% | 3229 |
|
|
2015
Q2 | – | Sell |
-2,000
| Closed | -$39K | – | 2464 |
|
|
2015
Q1 | $39K | Buy |
+2,000
| New | +$38K | ﹤0.01% | 2198 |
|
Other funds holding PGRE
Creative Planning's PGRE Position: Q4 2025 in Review
Creative Planning sold out of Paramount Group (PGRE) in Q4 2025, closing a stake of 46,537 shares — an estimated $304K sold.
Creative Planning first reported a position in PGRE in Q1 2015 and held it in 13 quarters. The position peaked at $403K in Q2 2025. 2 funds tracked by Wall St. Rank hold PGRE as of Q4 2025.
- Creative Planning reported no remaining Paramount Group position as of Q4 2025 after selling out during the quarter.
- Creative Planning sold 46,537 Paramount Group shares in Q4 2025, an estimated $304K.
- Creative Planning first reported a position in Paramount Group in Q1 2015 and held it in 13 quarters.
- Creative Planning's Paramount Group position peaked at $403K in Q2 2025.
- 2 funds tracked by Wall St. Rank held Paramount Group as of Q4 2025.
Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.