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Strategic Wealth Partners’s Terreno Realty TRNO Stock Holding History

Strategic Wealth Partners’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 		$18.4K Hold
300
– – ﹤0.01% 730
2025
Q4 		$17.6K Hold
300
– – ﹤0.01% 728
2025
Q3 		$17K Hold
300
– – ﹤0.01% 769
2025
Q2 		$16.8K Buy
+300
New +$17.2K ﹤0.01% 689

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

Strategic Wealth Partners's TRNO Position: Q1 2026 in Review

Strategic Wealth Partners held its Terreno Realty (TRNO) position steady in Q1 2026 at 300 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Strategic Wealth Partners 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.

  • Strategic Wealth Partners held 300 shares of Terreno Realty worth $18.4K as of Q1 2026.
  • Strategic Wealth Partners left its Terreno Realty share count unchanged in Q1 2026.
  • Terreno Realty made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #730 holding.
  • Strategic Wealth Partners 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 Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.