Institutional & Family Asset Management’s Terreno Realty TRNO Stock Holding History

Institutional & Family Asset 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
2022 Q4	–	Sell	-66	Closed	-$3K	–	780
2022 Q3	$3K	Hold	66	–	–	﹤0.01%	563
2022 Q2	$4K	Hold	66	–	–	﹤0.01%	531
2022 Q1	$5K	Hold	66	–	–	﹤0.01%	556
2021 Q4	$6K	Hold	66	–	–	﹤0.01%	543
2021 Q3	$4K	Hold	66	–	–	﹤0.01%	715
2021 Q2	$4K	Hold	66	–	–	﹤0.01%	757
2021 Q1	$4K	Hold	66	–	–	﹤0.01%	731
2020 Q4	$4K	Hold	66	–	–	﹤0.01%	681
2020 Q3	$4K	Hold	66	–	–	﹤0.01%	627
2020 Q2	$3K	Hold	66	–	–	﹤0.01%	660
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	605
2019 Q4	$4K	Hold	66	–	–	﹤0.01%	633
2019 Q3	$3K	Hold	66	–	–	﹤0.01%	646
2019 Q2	$3K	Buy	66 +28	+74%	+$1.27K	﹤0.01%	674
2019 Q1	$2K	Hold	38	–	–	﹤0.01%	742
2018 Q4	$1K	Hold	38	–	–	﹤0.01%	792
2018 Q3	$1K	Hold	38	–	–	﹤0.01%	820
2018 Q2	$1K	Hold	38	–	–	﹤0.01%	816
2018 Q1	$1K	Buy	+38	New	+$1.3K	﹤0.01%	814

Other funds holding TRNO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institutional & Family Asset Management's TRNO Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Terreno Realty (TRNO) in Q4 2022, closing a stake of 66 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in TRNO in Q1 2018 and held it in 19 quarters. The position peaked at $6K in Q4 2021. 268 funds tracked by Wall St. Rank hold TRNO as of Q4 2022.

Institutional & Family Asset Management reported no remaining Terreno Realty position as of Q4 2022 after selling out during the quarter.
Institutional & Family Asset Management sold 66 Terreno Realty shares in Q4 2022, an estimated $3K.
Institutional & Family Asset Management first reported a position in Terreno Realty in Q1 2018 and held it in 19 quarters.
Institutional & Family Asset Management's Terreno Realty position peaked at $6K in Q4 2021.
268 funds tracked by Wall St. Rank held Terreno Realty as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.