Physician Wealth Advisors’s Terreno Realty TRNO Stock Holding History

Physician Wealth Advisors’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
2025 Q4	–	Sell	-19	Closed	-$1.08K	–	2153
2025 Q3	$1.08K	Buy	+19	New	+$1.08K	﹤0.01%	1531
2025 Q2	–	Sell	-15	Closed	-$949	–	1975
2025 Q1	$949	Hold	15	–	–	﹤0.01%	1111
2024 Q4	$888	Buy	+15	New	+$925	﹤0.01%	973

Other funds holding TRNO

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Physician Wealth Advisors's TRNO Position: Q4 2025 in Review

Physician Wealth Advisors sold out of Terreno Realty (TRNO) in Q4 2025, closing a stake of 19 shares — an estimated $1.08K sold.

Physician Wealth Advisors first reported a position in TRNO in Q4 2024 and held it in 3 quarters. The position peaked at $1.08K in Q3 2025. 368 funds tracked by Wall St. Rank hold TRNO as of Q4 2025.

Physician Wealth Advisors reported no remaining Terreno Realty position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 19 Terreno Realty shares in Q4 2025, an estimated $1.08K.
Physician Wealth Advisors first reported a position in Terreno Realty in Q4 2024 and held it in 3 quarters.
Physician Wealth Advisors's Terreno Realty position peaked at $1.08K in Q3 2025.
368 funds tracked by Wall St. Rank held Terreno Realty as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.