Superior Planning, LLC’s Terreno Realty TRNO Stock Holding History

Superior Planning, LLC’s Portfolio TRNO Stock Details TRNO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$25.7K	Buy	+398	New	+$27.3K	0.01%	603

Other funds holding TRNO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Tandem Investment Advisors Charleston, South Carolina $1.39B AUM 7.74% 1-Year Est. Return

Superior Planning, LLC's TRNO Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Terreno Realty (TRNO) in Q3 2026: 398 shares worth $25.7K. The stake represents 0.01% of the portfolio and ranks #603 among its holdings.

252 funds tracked by Wall St. Rank hold TRNO as of Q3 2026.

Superior Planning, LLC held 398 shares of Terreno Realty worth $25.7K as of Q3 2026.
Terreno Realty was a new Superior Planning, LLC position in Q3 2026.
Terreno Realty made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #603 holding.
252 funds tracked by Wall St. Rank held Terreno Realty as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.