MWM
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Moran Wealth Management’s Terreno Realty TRNO Stock Holding History

Moran 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 		$1M Sell
16,318
-4,999
-23% -$314K 0.03% 367
2025
Q4 		$1.25M Buy
21,317
+2,127
+11% +$128K 0.04% 338
2025
Q3 		$1.09M Sell
19,190
-244
-1% -$13.8K 0.03% 338
2025
Q2 		$1.09M Buy
19,434
+341
+2% +$19.5K 0.03% 321
2025
Q1 		$1.21M Buy
19,093
+78
+0.4% +$5.06K 0.04% 297
2024
Q4 		$1.12M Sell
19,015
-68
-0.4% -$4.19K 0.04% 291
2024
Q3 		$1.28M Buy
19,083
+136
+0.7% +$9.14K 0.04% 288
2024
Q2 		$1.12M Sell
18,947
-598
-3% -$34.4K 0.04% 284
2024
Q1 		$1.3M Buy
19,545
+66
+0.3% +$4.14K 0.04% 278
2023
Q4 		$1.22M Sell
19,479
-734
-4% -$41.8K 0.04% 289
2023
Q3 		$1.15M Buy
+20,213
New +$1.2M 0.04% 253

Other funds holding TRNO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Moran Wealth Management reduced its Terreno Realty (TRNO) stake by 23% in Q1 2026, selling an estimated $314K and leaving 16,318 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #367.

Moran Wealth Management first reported a position in TRNO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2024. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

  • Moran Wealth Management held 16,318 shares of Terreno Realty worth $1M as of Q1 2026.
  • Moran Wealth Management sold 4,999 Terreno Realty shares in Q1 2026, an estimated $314K.
  • Terreno Realty made up 0.03% of Moran Wealth Management's portfolio in Q1 2026, its #367 holding.
  • Moran Wealth Management first reported a position in Terreno Realty in Q3 2023 and has held it in 11 quarters since.
  • Moran Wealth Management's Terreno Realty position peaked at $1.3M in Q1 2024.
  • 375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.