AE Wealth Management’s Terreno Realty TRNO Stock Holding History

AE Wealth Management’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 Q1	$427K	Buy	6,959 +2,300	+49%	+$144K	﹤0.01%	1188
2025 Q4	$274K	Buy	4,659 +548	+13%	+$33K	﹤0.01%	1357
2025 Q3	$233K	Buy	+4,111	New	+$233K	﹤0.01%	1323
2024 Q1	–	Sell	-13,082	Closed	-$790K	–	1920
2023 Q4	$790K	Buy	13,082 +4,334	+50%	+$247K	﹤0.01%	1243
2023 Q3	$497K	Buy	8,748 +1,795	+26%	+$107K	﹤0.01%	1388
2023 Q2	$418K	Buy	6,953 +3,259	+88%	+$199K	﹤0.01%	1474
2023 Q1	$239K	Buy	+3,694	New	+$231K	﹤0.01%	1654

Other funds holding TRNO

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

AE Wealth Management's TRNO Position: Q1 2026 in Review

AE Wealth Management increased its Terreno Realty (TRNO) stake by 49% in Q1 2026, buying an estimated $144K and bringing the position to 6,959 shares worth $427K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

AE Wealth Management first reported a position in TRNO in Q1 2023 and has held it in 7 quarters since. The position peaked at $790K in Q4 2023. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

AE Wealth Management held 6,959 shares of Terreno Realty worth $427K as of Q1 2026.
AE Wealth Management bought 2,300 Terreno Realty shares in Q1 2026, an estimated $144K.
Terreno Realty made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1188 holding.
AE Wealth Management first reported a position in Terreno Realty in Q1 2023 and has held it in 7 quarters since.
AE Wealth Management's Terreno Realty position peaked at $790K in Q4 2023.
375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.