True Wealth Design’s Paramount Group PGRE Stock Holding History

True Wealth Design’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	-49	Closed	-$321	–	2759
2025 Q3	$321	Hold	49	–	–	﹤0.01%	2157
2025 Q2	$299	Buy	49 +39	+390%	+$203	﹤0.01%	1935
2025 Q1	$43	Buy	+10	New	+$45	﹤0.01%	2424

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

True Wealth Design's PGRE Position: Q4 2025 in Review

True Wealth Design sold out of Paramount Group (PGRE) in Q4 2025, closing a stake of 49 shares — an estimated $321 sold.

True Wealth Design first reported a position in PGRE in Q1 2025 and held it in 3 quarters. The position peaked at $321 in Q3 2025. 2 funds tracked by Wall St. Rank hold PGRE as of Q4 2025.

True Wealth Design reported no remaining Paramount Group position as of Q4 2025 after selling out during the quarter.
True Wealth Design sold 49 Paramount Group shares in Q4 2025, an estimated $321.
True Wealth Design first reported a position in Paramount Group in Q1 2025 and held it in 3 quarters.
True Wealth Design's Paramount Group position peaked at $321 in Q3 2025.
2 funds tracked by Wall St. Rank held Paramount Group as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.