PWMG
PGRE

Private Wealth Management Group’s Paramount Group PGRE Stock Holding History

Private Wealth Management Group’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
Q1 		– Sell
-240
Closed -$1.19K – 1564
2024
Q4 		$1.19K Hold
240
– – ﹤0.01% 1253
2024
Q3 		$1.18K Hold
240
– – ﹤0.01% 1231
2024
Q2 		$1.11K Sell
240
-340
-59% -$1.58K ﹤0.01% 1242
2024
Q1 		$2.72K Hold
580
– – ﹤0.01% 844
2023
Q4 		$3K Buy
+580
New +$2.75K ﹤0.01% 808

Other funds holding PGRE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Private Wealth Management Group's PGRE Position: Q1 2025 in Review

Private Wealth Management Group sold out of Paramount Group (PGRE) in Q1 2025, closing a stake of 240 shares — an estimated $1.19K sold.

Private Wealth Management Group first reported a position in PGRE in Q4 2023 and held it in 5 quarters. The position peaked at $3K in Q4 2023. 183 funds tracked by Wall St. Rank hold PGRE as of Q1 2025.

  • Private Wealth Management Group reported no remaining Paramount Group position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 240 Paramount Group shares in Q1 2025, an estimated $1.19K.
  • Private Wealth Management Group first reported a position in Paramount Group in Q4 2023 and held it in 5 quarters.
  • Private Wealth Management Group's Paramount Group position peaked at $3K in Q4 2023.
  • 183 funds tracked by Wall St. Rank held Paramount Group as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.