Creative Planning’s Terreno Realty TRNO Stock Holding History

Creative Planning’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	$1.03M	Buy	16,764 +5,617	+50%	+$352K	﹤0.01%	2429
2025 Q4	$654K	Buy	11,147 +3,142	+39%	+$189K	﹤0.01%	2617
2025 Q3	$454K	Buy	8,005 +3,113	+64%	+$177K	﹤0.01%	2806
2025 Q2	$274K	Sell	4,892 -4,017	-45%	-$230K	﹤0.01%	2973
2025 Q1	$563K	Buy	8,909 +2,340	+36%	+$152K	﹤0.01%	2179
2024 Q4	$388K	Buy	6,569 +804	+14%	+$49.6K	﹤0.01%	2463
2024 Q3	$385K	Buy	5,765 +968	+20%	+$65.1K	﹤0.01%	2326
2024 Q2	$284K	Buy	4,797 +312	+7%	+$17.9K	﹤0.01%	2396
2024 Q1	$298K	Buy	+4,485	New	+$281K	﹤0.01%	2259
2023 Q4	–	Sell	-5,026	Closed	-$285K	–	3079
2023 Q3	$285K	Buy	+5,026	New	+$299K	﹤0.01%	1979
2023 Q2	–	Sell	-3,309	Closed	-$214K	–	2826
2023 Q1	$214K	Buy	+3,309	New	+$207K	﹤0.01%	2080

Other funds holding TRNO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Creative Planning's TRNO Position: Q1 2026 in Review

Creative Planning increased its Terreno Realty (TRNO) stake by 50% in Q1 2026, buying an estimated $352K and bringing the position to 16,764 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Creative Planning first reported a position in TRNO in Q1 2023 and has held it in 11 quarters since. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

Creative Planning held 16,764 shares of Terreno Realty worth $1.03M as of Q1 2026.
Creative Planning bought 5,617 Terreno Realty shares in Q1 2026, an estimated $352K.
Terreno Realty made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2429 holding.
Creative Planning first reported a position in Terreno Realty in Q1 2023 and has held it in 11 quarters since.
375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.