Creative Planning
TRNO icon

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
Q2 		$1.33M Buy
20,475
+3,711
+22% +$243K ﹤0.01% 2419
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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

Creative Planning's TRNO Position: Q2 2026 in Review

Creative Planning increased its Terreno Realty (TRNO) stake by 22% in Q2 2026, buying an estimated $243K and bringing the position to 20,475 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Creative Planning first reported a position in TRNO in Q1 2023 and has held it in 12 quarters since. 387 funds tracked by Wall St. Rank hold TRNO as of Q2 2026.

  • Creative Planning held 20,475 shares of Terreno Realty worth $1.33M as of Q2 2026.
  • Creative Planning bought 3,711 Terreno Realty shares in Q2 2026, an estimated $243K.
  • Terreno Realty made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2419 holding.
  • Creative Planning first reported a position in Terreno Realty in Q1 2023 and has held it in 12 quarters since.
  • 387 funds tracked by Wall St. Rank held Terreno Realty as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.