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Private Wealth Management Group’s Terreno Realty TRNO Stock Holding History

Private Wealth Management Group’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 		$2.76K Hold
45
– – ﹤0.01% 975
2025
Q4 		$2.64K Hold
45
– – ﹤0.01% 987
2025
Q3 		$2.55K Hold
45
– – ﹤0.01% 1034
2025
Q2 		$2.52K Buy
+45
New +$2.58K ﹤0.01% 1007

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

Private Wealth Management Group's TRNO Position: Q1 2026 in Review

Private Wealth Management Group held its Terreno Realty (TRNO) position steady in Q1 2026 at 45 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Private Wealth Management Group first reported a position in TRNO in Q2 2025 and has held it in 4 quarters since. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

  • Private Wealth Management Group held 45 shares of Terreno Realty worth $2.76K as of Q1 2026.
  • Private Wealth Management Group left its Terreno Realty share count unchanged in Q1 2026.
  • Terreno Realty made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #975 holding.
  • Private Wealth Management Group first reported a position in Terreno Realty in Q2 2025 and has held it in 4 quarters since.
  • 375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.