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Avior Wealth Management’s Terreno Realty TRNO Stock Holding History

Avior 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
2025
Q1 		– Sell
-123
Closed -$7.27K – 2206
2024
Q4 		$7.27K Sell
123
-198
-62% -$12.2K ﹤0.01% 1728
2024
Q3 		$21.5K Sell
321
-551
-63% -$37K ﹤0.01% 1358
2024
Q2 		$51.6K Buy
872
+403
+86% +$23.2K ﹤0.01% 1077
2024
Q1 		$31.1K Buy
+469
New +$29.4K ﹤0.01% 1424
2020
Q3 		– Sell
-4,760
Closed -$250K – 1022
2020
Q2 		$250K Buy
4,760
+590
+14% +$30.6K 0.04% 358
2020
Q1 		$215K Buy
+4,170
New +$230K 0.04% 329

Other funds holding TRNO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avior Wealth Management's TRNO Position: Q1 2025 in Review

Avior Wealth Management sold out of Terreno Realty (TRNO) in Q1 2025, closing a stake of 123 shares — an estimated $7.27K sold.

Avior Wealth Management first reported a position in TRNO in Q1 2020 and held it in 6 quarters. The position peaked at $250K in Q2 2020. 354 funds tracked by Wall St. Rank hold TRNO as of Q1 2025.

  • Avior Wealth Management reported no remaining Terreno Realty position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 123 Terreno Realty shares in Q1 2025, an estimated $7.27K.
  • Avior Wealth Management first reported a position in Terreno Realty in Q1 2020 and held it in 6 quarters.
  • Avior Wealth Management's Terreno Realty position peaked at $250K in Q2 2020.
  • 354 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.