Carson Wealth (CWM LLC)
TRNO icon

Carson Wealth (CWM LLC)’s Terreno Realty TRNO Stock Holding History

Carson Wealth (CWM 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
Q1 		$236K Buy
3,834
+232
+6% +$14.6K ﹤0.01% 2587
2025
Q4 		$212K Buy
3,602
+339
+10% +$20.4K ﹤0.01% 2524
2025
Q3 		$185K Buy
3,263
+2,092
+179% +$119K ﹤0.01% 2511
2025
Q2 		$66K Buy
1,171
+245
+26% +$14K ﹤0.01% 3065
2025
Q1 		$59K Sell
926
-428
-32% -$27.8K ﹤0.01% 2843
2024
Q4 		$80K Buy
1,354
+118
+10% +$7.28K ﹤0.01% 2444
2024
Q3 		$83K Buy
1,236
+45
+4% +$3.02K ﹤0.01% 2321
2024
Q2 		$70K Buy
1,191
+438
+58% +$25.2K ﹤0.01% 2230
2024
Q1 		$50K Buy
753
+50
+7% +$3.14K ﹤0.01% 2303
2023
Q4 		$44K Sell
703
-153
-18% -$8.71K ﹤0.01% 2256
2023
Q3 		$49K Buy
856
+18
+2% +$1.07K ﹤0.01% 2080
2023
Q2 		$50K Buy
838
+114
+16% +$6.95K ﹤0.01% 1992
2023
Q1 		$47K Sell
724
-17
-2% -$1.06K ﹤0.01% 1912
2022
Q4 		$42K Buy
741
+94
+15% +$5.28K ﹤0.01% 1849
2022
Q3 		$34K Sell
647
-90
-12% -$5.41K ﹤0.01% 1871
2022
Q2 		$41K Buy
737
+78
+12% +$5.13K ﹤0.01% 1713
2022
Q1 		$49K Buy
659
+19
+3% +$1.38K ﹤0.01% 1625
2021
Q4 		$55K Buy
+640
New +$48.2K ﹤0.01% 1537
2021
Q2 		$41K Hold
640
– – ﹤0.01% 1480
2021
Q1 		$41K Hold
640
– – ﹤0.01% 1480
2020
Q4 		$41K Hold
640
– – ﹤0.01% 1480
2020
Q3 		$41K Hold
640
– – ﹤0.01% 1480
2020
Q2 		$41K Hold
640
– – ﹤0.01% 1480
2020
Q1 		$41K Hold
640
– – ﹤0.01% 1480
2019
Q4 		$41K Hold
640
– – ﹤0.01% 1480
2019
Q3 		$41K Hold
640
– – ﹤0.01% 1480
2019
Q2 		$41K Hold
640
– – ﹤0.01% 1480
2019
Q1 		$41K Hold
640
– – ﹤0.01% 1480
2018
Q4 		$23K Buy
+640
New +$23.9K ﹤0.01% 1099
2018
Q3 		– Sell
-26
Closed -$1K – 1994
2018
Q2 		$1K Buy
+26
New +$957 ﹤0.01% 1605

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

Carson Wealth (CWM LLC)'s TRNO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Terreno Realty (TRNO) stake by 6.4% in Q1 2026, buying an estimated $14.6K and bringing the position to 3,834 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #2587.

Carson Wealth (CWM LLC) first reported a position in TRNO in Q2 2018 and has held it in 30 quarters since. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,834 shares of Terreno Realty worth $236K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 232 Terreno Realty shares in Q1 2026, an estimated $14.6K.
  • Terreno Realty made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2587 holding.
  • Carson Wealth (CWM LLC) first reported a position in Terreno Realty in Q2 2018 and has held it in 30 quarters since.
  • 375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.