Morningstar Investment Management’s Paramount Group PGRE Stock Holding History

Morningstar Investment 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	-55,531	Closed	-$363K	–	433
2025 Q3	$363K	Buy	+55,531	New	+$369K	0.01%	450

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

Morningstar Investment Management's PGRE Position: Q4 2025 in Review

Morningstar Investment Management sold out of Paramount Group (PGRE) in Q4 2025, closing a stake of 55,531 shares — an estimated $363K sold.

Morningstar Investment Management first reported a position in PGRE in Q3 2025 and held it in 1 quarter. The position peaked at $363K in Q3 2025. 2 funds tracked by Wall St. Rank hold PGRE as of Q4 2025.

Morningstar Investment Management reported no remaining Paramount Group position as of Q4 2025 after selling out during the quarter.
Morningstar Investment Management sold 55,531 Paramount Group shares in Q4 2025, an estimated $363K.
Morningstar Investment Management first reported a position in Paramount Group in Q3 2025 and held it in 1 quarter.
Morningstar Investment Management's Paramount Group position peaked at $363K in Q3 2025.
2 funds tracked by Wall St. Rank held Paramount Group as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.