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Alliance Wealth Advisors (Utah)’s Terreno Realty TRNO Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$335K Sell
5,449
-1,829
-25% -$115K 0.07% 178
2025
Q4 		$427K Sell
7,278
-2,763
-28% -$166K 0.09% 181
2025
Q3 		$570K Buy
10,041
+555
+6% +$31.5K 0.13% 162
2025
Q2 		$532K Buy
9,486
+189
+2% +$10.8K 0.13% 156
2025
Q1 		$588K Buy
9,297
+200
+2% +$13K 0.15% 148
2024
Q4 		$538K Buy
9,097
+682
+8% +$42.1K 0.14% 151
2024
Q3 		$562K Buy
8,415
+537
+7% +$36.1K 0.15% 140
2024
Q2 		$466K Buy
7,878
+693
+10% +$39.8K 0.14% 143
2024
Q1 		$477K Buy
7,185
+881
+14% +$55.3K 0.14% 144
2023
Q4 		$395K Buy
6,304
+200
+3% +$11.4K 0.13% 164
2023
Q3 		$347K Buy
6,104
+410
+7% +$24.4K 0.13% 161
2023
Q2 		$342K Buy
5,694
+707
+14% +$43.1K 0.13% 159
2023
Q1 		$322K Buy
4,987
+535
+12% +$33.5K 0.13% 165
2022
Q4 		$253K Buy
+4,452
New +$250K 0.11% 182

Other funds holding TRNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s TRNO Position: Q1 2026 in Review

Alliance Wealth Advisors (Utah) reduced its Terreno Realty (TRNO) stake by 25% in Q1 2026, selling an estimated $115K and leaving 5,449 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #178.

Alliance Wealth Advisors (Utah) first reported a position in TRNO in Q4 2022 and has held it in 14 quarters since. The position peaked at $588K in Q1 2025. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

  • Alliance Wealth Advisors (Utah) held 5,449 shares of Terreno Realty worth $335K as of Q1 2026.
  • Alliance Wealth Advisors (Utah) sold 1,829 Terreno Realty shares in Q1 2026, an estimated $115K.
  • Terreno Realty made up 0.07% of Alliance Wealth Advisors (Utah)'s portfolio in Q1 2026, its #178 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in Terreno Realty in Q4 2022 and has held it in 14 quarters since.
  • Alliance Wealth Advisors (Utah)'s Terreno Realty position peaked at $588K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2026, filed 12 May 2026.