Diversify Advisory Services’s Terreno Realty TRNO Stock Holding History

Diversify Advisory Services’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 Q3	$1.49M	Buy	23,367 +308	+1%	+$21.1K	0.02%	535
2026 Q2	$1.68M	Buy	+23,059	New	+$1.51M	0.03%	462
2026 Q1	–	Sell	-5,322	Closed	-$333K	–	803
2025 Q4	$333K	Buy	5,322 +584	+12%	+$35.2K	0.01%	728
2025 Q3	$274K	Buy	4,738 +594	+14%	+$33.7K	0.01%	756
2025 Q2	$224K	Buy	+4,144	New	+$237K	0.01%	757
2024 Q2	–	Sell	-4,363	Closed	-$280K	–	718
2024 Q1	$280K	Buy	+4,363	New	+$274K	0.02%	545

Other funds holding TRNO

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Davidson Investment Advisors Great Falls, Montana $2.39B AUM 16.28% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Diversify Advisory Services's TRNO Position: Q3 2026 in Review

Diversify Advisory Services increased its Terreno Realty (TRNO) stake by 1.3% in Q3 2026, buying an estimated $21.1K and bringing the position to 23,367 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #535.

Diversify Advisory Services first reported a position in TRNO in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q2 2026. 38 funds tracked by Wall St. Rank hold TRNO as of Q3 2026.

Diversify Advisory Services held 23,367 shares of Terreno Realty worth $1.49M as of Q3 2026.
Diversify Advisory Services bought 308 Terreno Realty shares in Q3 2026, an estimated $21.1K.
Terreno Realty made up 0.02% of Diversify Advisory Services's portfolio in Q3 2026, its #535 holding.
Diversify Advisory Services first reported a position in Terreno Realty in Q1 2024 and has held it in 6 quarters since.
Diversify Advisory Services's Terreno Realty position peaked at $1.68M in Q2 2026.
38 funds tracked by Wall St. Rank held Terreno Realty as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.