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Congress Wealth Management’s Terreno Realty TRNO Stock Holding History

Congress 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
Q2 		$12.6M Buy
224,820
+303
+0.1% +$17.3K 0.12% 199
2025
Q1 		$14.2M Buy
224,517
+46,185
+26% +$3M 0.17% 152
2024
Q4 		$10.5M Buy
178,332
+141,450
+384% +$8.72M 0.15% 190
2024
Q3 		$2.46M Buy
36,882
+665
+2% +$44.7K 0.03% 389
2024
Q2 		$2.14M Buy
36,217
+6,681
+23% +$384K 0.03% 347
2024
Q1 		$1.96M Buy
29,536
+2,824
+11% +$177K 0.03% 320
2023
Q4 		$1.67M Sell
26,712
-204
-0.8% -$11.6K 0.03% 337
2023
Q3 		$1.53M Buy
26,916
+1,883
+8% +$112K 0.03% 331
2023
Q2 		$1.5M Buy
25,033
+1,059
+4% +$64.6K 0.03% 300
2023
Q1 		$1.55M Buy
23,974
+2,624
+12% +$164K 0.04% 298
2022
Q4 		$1.21M Buy
21,350
+1,240
+6% +$69.6K 0.03% 319
2022
Q3 		$1.06M Buy
20,110
+4,034
+25% +$243K 0.03% 329
2022
Q2 		$896K Buy
16,076
+1,643
+11% +$108K 0.02% 344
2022
Q1 		$1.07M Buy
+14,433
New +$1.05M 0.02% 341

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 $3.37T AUM 44.26% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Congress Wealth Management's TRNO Position: Q2 2025 in Review

Congress Wealth Management increased its Terreno Realty (TRNO) stake by 0.13% in Q2 2025, buying an estimated $17.3K and bringing the position to 224,820 shares worth $12.6M. The position accounts for 0.12% of the portfolio, ranked #199.

Congress Wealth Management first reported a position in TRNO in Q1 2022 and has held it in 14 quarters since. The position peaked at $14.2M in Q1 2025. 339 funds tracked by Wall St. Rank hold TRNO as of Q2 2025.

  • Congress Wealth Management held 224,820 shares of Terreno Realty worth $12.6M as of Q2 2025.
  • Congress Wealth Management bought 303 Terreno Realty shares in Q2 2025, an estimated $17.3K.
  • Terreno Realty made up 0.12% of Congress Wealth Management's portfolio in Q2 2025, its #199 holding.
  • Congress Wealth Management first reported a position in Terreno Realty in Q1 2022 and has held it in 14 quarters since.
  • Congress Wealth Management's Terreno Realty position peaked at $14.2M in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Terreno Realty as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.