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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
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 $16.3B AUM 42.69% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Legacy Wealth Asset Management's TRNO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Terreno Realty (TRNO) stake by 2.7% in Q2 2026, selling an estimated $25.2K and leaving 13,626 shares worth $883K. The position accounts for 0.19% of the portfolio, ranked #139.

Legacy Wealth Asset Management first reported a position in TRNO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q3 2024. 48 funds tracked by Wall St. Rank hold TRNO as of Q2 2026.

  • Legacy Wealth Asset Management held 13,626 shares of Terreno Realty worth $883K as of Q2 2026.
  • Legacy Wealth Asset Management sold 385 Terreno Realty shares in Q2 2026, an estimated $25.2K.
  • Terreno Realty made up 0.19% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #139 holding.
  • Legacy Wealth Asset Management first reported a position in Terreno Realty in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Terreno Realty position peaked at $1.26M in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Terreno Realty as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.