Modern Wealth Management’s Paramount Group PGRE Stock Holding History

Modern Wealth Management’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	-43,536	Closed	-$285K	–	879
2025 Q3	$285K	Buy	43,536 +791	+2%	+$5.26K	0.01%	662
2025 Q2	$261K	Buy	+42,745	New	+$223K	0.01%	649

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

Modern Wealth Management's PGRE Position: Q4 2025 in Review

Modern Wealth Management sold out of Paramount Group (PGRE) in Q4 2025, closing a stake of 43,536 shares — an estimated $285K sold.

Modern Wealth Management first reported a position in PGRE in Q2 2025 and held it in 2 quarters. The position peaked at $285K in Q3 2025. 2 funds tracked by Wall St. Rank hold PGRE as of Q4 2025.

Modern Wealth Management reported no remaining Paramount Group position as of Q4 2025 after selling out during the quarter.
Modern Wealth Management sold 43,536 Paramount Group shares in Q4 2025, an estimated $285K.
Modern Wealth Management first reported a position in Paramount Group in Q2 2025 and held it in 2 quarters.
Modern Wealth Management's Paramount Group position peaked at $285K in Q3 2025.
2 funds tracked by Wall St. Rank held Paramount Group as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.