Diversify Wealth Management’s Terreno Realty TRNO Stock Holding History

Diversify 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
2026 Q1	$1.34M	Buy	20,673 +7,060	+52%	+$443K	0.02%	498
2025 Q4	$816K	Buy	13,613 +735	+6%	+$44.2K	0.04%	358
2025 Q3	$744K	Buy	12,878 +673	+6%	+$38.2K	0.04%	321
2025 Q2	$659K	Buy	12,205 +2,678	+28%	+$153K	0.04%	330
2025 Q1	$540K	Buy	9,527 +2,186	+30%	+$142K	0.04%	345
2024 Q4	$425K	Buy	7,341 +2,382	+48%	+$147K	0.03%	372
2024 Q3	$316K	Buy	4,959 +625	+14%	+$42K	0.03%	386
2024 Q2	$281K	Buy	+4,334	New	+$249K	0.04%	367

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

Diversify Wealth Management's TRNO Position: Q1 2026 in Review

Diversify Wealth Management increased its Terreno Realty (TRNO) stake by 52% in Q1 2026, buying an estimated $443K and bringing the position to 20,673 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #498.

Diversify Wealth Management first reported a position in TRNO in Q2 2024 and has held it in 8 quarters since. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

Diversify Wealth Management held 20,673 shares of Terreno Realty worth $1.34M as of Q1 2026.
Diversify Wealth Management bought 7,060 Terreno Realty shares in Q1 2026, an estimated $443K.
Terreno Realty made up 0.02% of Diversify Wealth Management's portfolio in Q1 2026, its #498 holding.
Diversify Wealth Management first reported a position in Terreno Realty in Q2 2024 and has held it in 8 quarters since.
375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.