Phillips Wealth Planners’s Terreno Realty TRNO Stock Holding History

Phillips Wealth Planners’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	$305K	Buy	4,639 +523	+13%	+$32.8K	0.23%	149
2025 Q4	$257K	Sell	4,116 -565	-12%	-$34K	0.21%	165
2025 Q3	$273K	Buy	4,681 +208	+5%	+$11.8K	0.23%	156
2025 Q2	$254K	Sell	4,473 -55	-1%	-$3.15K	0.23%	154
2025 Q1	$247K	Buy	4,528 +632	+16%	+$41K	0.26%	138
2024 Q4	$226K	Sell	3,896 -124	-3%	-$7.65K	0.23%	161
2024 Q3	$269K	Sell	4,020 -8	-0.2%	-$538	0.26%	144
2024 Q2	$251K	Sell	4,028 -466	-10%	-$26.8K	0.26%	144
2024 Q1	$263K	Buy	4,494 +35	+0.8%	+$2.19K	0.3%	130
2023 Q4	$274K	Buy	+4,459	New	+$254K	0.33%	114

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

Phillips Wealth Planners's TRNO Position: Q1 2026 in Review

Phillips Wealth Planners increased its Terreno Realty (TRNO) stake by 13% in Q1 2026, buying an estimated $32.8K and bringing the position to 4,639 shares worth $305K. The position accounts for 0.23% of the portfolio, ranked #149.

Phillips Wealth Planners first reported a position in TRNO in Q4 2023 and has held it in 10 quarters since. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

Phillips Wealth Planners held 4,639 shares of Terreno Realty worth $305K as of Q1 2026.
Phillips Wealth Planners bought 523 Terreno Realty shares in Q1 2026, an estimated $32.8K.
Terreno Realty made up 0.23% of Phillips Wealth Planners's portfolio in Q1 2026, its #149 holding.
Phillips Wealth Planners first reported a position in Terreno Realty in Q4 2023 and has held it in 10 quarters since.
375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.