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Clearstead Advisors’s Terreno Realty TRNO Stock Holding History

Clearstead Advisors’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 		– Sell
-101
Closed -$5.93K – 2814
2025
Q4 		$5.93K Hold
101
– – ﹤0.01% 1986
2025
Q3 		$5.73K Sell
101
-197
-66% -$11.2K ﹤0.01% 2104
2025
Q2 		$16.7K Buy
298
+101
+51% +$5.78K ﹤0.01% 1697
2025
Q1 		$12.5K Hold
197
– – ﹤0.01% 1554
2024
Q4 		$11.7K Hold
197
– – ﹤0.01% 1536
2024
Q3 		$13.2K Hold
197
– – ﹤0.01% 1530
2024
Q2 		$11.7K Buy
197
+118
+149% +$6.79K ﹤0.01% 1519
2024
Q1 		$4.34K Hold
79
– – ﹤0.01% 1196
2023
Q4 		$4.95K Sell
79
-7
-8% -$398 ﹤0.01% 1164
2023
Q3 		$4.89K Buy
+86
New +$5.12K ﹤0.01% 1246
2021
Q3 		– Sell
-48
Closed -$3K – 1392
2021
Q2 		$3K Buy
+48
New +$3.06K ﹤0.01% 989

Other funds holding TRNO

BlackRock
BlackRock New York $5.7T 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