SVB Wealth’s Paramount Group PGRE Stock Holding History

SVB Wealth’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 Q2	–	Sell	-29	Closed	-$125	–	1294
2025 Q1	$125	Buy	+29	New	+$131	﹤0.01%	1492

Other funds holding PGRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Solel Partners Boston, Massachusetts $468M AUM 2.45% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SVB Wealth's PGRE Position: Q2 2025 in Review

SVB Wealth sold out of Paramount Group (PGRE) in Q2 2025, closing a stake of 29 shares — an estimated $125 sold.

SVB Wealth first reported a position in PGRE in Q1 2025 and held it in 1 quarter. The position peaked at $125 in Q1 2025. 173 funds tracked by Wall St. Rank hold PGRE as of Q2 2025.

SVB Wealth reported no remaining Paramount Group position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 29 Paramount Group shares in Q2 2025, an estimated $125.
SVB Wealth first reported a position in Paramount Group in Q1 2025 and held it in 1 quarter.
SVB Wealth's Paramount Group position peaked at $125 in Q1 2025.
173 funds tracked by Wall St. Rank held Paramount Group as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.