Pinnacle Wealth Planning Services
TRNO icon

Pinnacle Wealth Planning Services’s Terreno Realty TRNO Stock Holding History

Pinnacle Wealth Planning Services’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 		$172K Buy
2,660
+64
+2% +$4.39K 0.02% 567
2026
Q2 		$168K Buy
2,596
+52
+2% +$3.4K 0.02% 605
2026
Q1 		$156K Buy
2,544
+119
+5% +$7.47K 0.02% 572
2025
Q4 		$142K Buy
+2,425
New +$146K 0.01% 618
2021
Q1 		– Sell
-33
Closed -$2K – 1805
2020
Q4 		$2K Buy
+33
New +$1.93K ﹤0.01% 1987

Other funds holding TRNO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pinnacle Wealth Planning Services's TRNO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Terreno Realty (TRNO) stake by 2.5% in Q3 2026, buying an estimated $4.39K and bringing the position to 2,660 shares worth $172K. The position accounts for 0.02% of the portfolio, ranked #567.

Pinnacle Wealth Planning Services first reported a position in TRNO in Q4 2020 and has held it in 5 quarters since. 307 funds tracked by Wall St. Rank hold TRNO as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,660 shares of Terreno Realty worth $172K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 64 Terreno Realty shares in Q3 2026, an estimated $4.39K.
  • Terreno Realty made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #567 holding.
  • Pinnacle Wealth Planning Services first reported a position in Terreno Realty in Q4 2020 and has held it in 5 quarters since.
  • 307 funds tracked by Wall St. Rank held Terreno Realty as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.