EverSource Wealth Advisors’s Paramount Group PGRE Stock Holding History

EverSource 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 Q4	–	Sell	-226	Closed	-$1.48K	–	4395
2025 Q3	$1.48K	Sell	226 -2,039	-90%	-$13.6K	﹤0.01%	3631
2025 Q2	$13.8K	Buy	+2,265	New	+$11.8K	﹤0.01%	2584
2025 Q1	–	Sell	-198	Closed	-$978	–	4145
2024 Q4	$978	Sell	198 -1,399	-88%	-$6.92K	﹤0.01%	2970
2024 Q3	$7.86K	Hold	1,597	–	–	﹤0.01%	1999
2024 Q2	$8.37K	Sell	1,597 -106	-6%	-$491	﹤0.01%	1947
2024 Q1	$7.9K	Buy	1,703 +304	+22%	+$1.43K	﹤0.01%	1819
2023 Q4	$7.23K	Hold	1,399	–	–	﹤0.01%	1705
2023 Q3	$6.46K	Hold	1,399	–	–	﹤0.01%	1589
2023 Q2	$6.2K	Buy	1,399 +603	+76%	+$2.68K	﹤0.01%	1640
2023 Q1	$3.63K	Buy	+796	New	+$4.37K	﹤0.01%	1749

Other funds holding PGRE

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

EverSource Wealth Advisors's PGRE Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Paramount Group (PGRE) in Q4 2025, closing a stake of 226 shares — an estimated $1.48K sold.

EverSource Wealth Advisors first reported a position in PGRE in Q1 2023 and held it in 10 quarters. The position peaked at $13.8K in Q2 2025. 2 funds tracked by Wall St. Rank hold PGRE as of Q4 2025.

EverSource Wealth Advisors reported no remaining Paramount Group position as of Q4 2025 after selling out during the quarter.
EverSource Wealth Advisors sold 226 Paramount Group shares in Q4 2025, an estimated $1.48K.
EverSource Wealth Advisors first reported a position in Paramount Group in Q1 2023 and held it in 10 quarters.
EverSource Wealth Advisors's Paramount Group position peaked at $13.8K in Q2 2025.
2 funds tracked by Wall St. Rank held Paramount Group as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.