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Legacy Wealth Asset Management’s Terreno Realty TRNO Stock Holding History

Legacy Wealth 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
2026
Q3 		$873K Sell
13,530
-96
-0.7% -$6.58K 0.19% 153
2026
Q2 		$883K Sell
13,626
-385
-3% -$25.2K 0.19% 139
2026
Q1 		$861K Sell
14,011
-55
-0.4% -$3.45K 0.21% 144
2025
Q4 		$826K Sell
14,066
-56
-0.4% -$3.37K 0.2% 149
2025
Q3 		$801K Sell
14,122
-1,327
-9% -$75.3K 0.19% 151
2025
Q2 		$866K Sell
15,449
-1,895
-11% -$108K 0.22% 116
2025
Q1 		$1.1M Sell
17,344
-1,078
-6% -$69.9K 0.3% 89
2024
Q4 		$1.09M Sell
18,422
-479
-3% -$29.5K 0.3% 88
2024
Q3 		$1.26M Buy
18,901
+12
+0.1% +$807 0.34% 82
2024
Q2 		$1.12M Buy
18,889
+324
+2% +$18.6K 0.32% 85
2024
Q1 		$1.23M Buy
18,565
+166
+0.9% +$10.4K 0.34% 75
2023
Q4 		$1.15M Sell
18,399
-52
-0.3% -$2.96K 0.38% 77
2023
Q3 		$1.05M Sell
18,451
-105
-0.6% -$6.25K 0.38% 79
2023
Q2 		$1.12M Buy
18,556
+1,195
+7% +$72.9K 0.39% 70
2023
Q1 		$1.12M Sell
17,361
-287
-2% -$17.9K 0.4% 71
2022
Q4 		$1M Buy
17,648
+108
+0.6% +$6.06K 0.38% 79
2022
Q3 		$929K Buy
17,540
+1,978
+13% +$119K 0.41% 74
2022
Q2 		$867K Buy
15,562
+250
+2% +$16.4K 0.35% 106
2022
Q1 		$1.13M Buy
15,312
+655
+4% +$47.5K 0.4% 72
2021
Q4 		$1.25M Buy
14,657
+2,343
+19% +$176K 0.42% 55
2021
Q3 		$779K Sell
12,314
-46
-0.4% -$3.06K 0.36% 113
2021
Q2 		$797K Buy
12,360
+215
+2% +$13.7K 0.35% 111
2021
Q1 		$702K Buy
12,145
+87
+0.7% +$5K 0.32% 128
2020
Q4 		$706K Buy
+12,058
New +$705K 0.36% 108

Other funds holding TRNO

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Legacy Wealth Asset Management's TRNO Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its Terreno Realty (TRNO) stake by 0.7% in Q3 2026, selling an estimated $6.58K and leaving 13,530 shares worth $873K. The position accounts for 0.19% of the portfolio, ranked #153.

Legacy Wealth Asset Management first reported a position in TRNO in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.26M in Q3 2024. 14 funds tracked by Wall St. Rank hold TRNO as of Q3 2026.

  • Legacy Wealth Asset Management held 13,530 shares of Terreno Realty worth $873K as of Q3 2026.
  • Legacy Wealth Asset Management sold 96 Terreno Realty shares in Q3 2026, an estimated $6.58K.
  • Terreno Realty made up 0.19% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #153 holding.
  • Legacy Wealth Asset Management first reported a position in Terreno Realty in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Terreno Realty position peaked at $1.26M in Q3 2024.
  • 14 funds tracked by Wall St. Rank held Terreno Realty as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.