Tandem Investment Advisors’s Terreno Realty TRNO Stock Holding History

Tandem Investment 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
2026 Q1	$74.1M	Sell	1,206,993 -164,874	-12%	-$10.3M	3.63%	13
2025 Q4	$80.5M	Sell	1,371,867 -47,003	-3%	-$2.83M	3%	19
2025 Q3	$80.5M	Buy	1,418,870 +10,024	+0.7%	+$569K	2.75%	19
2025 Q2	$79M	Buy	1,408,846 +310,113	+28%	+$17.7M	2.77%	18
2025 Q1	$69.5M	Buy	1,098,733 +17,509	+2%	+$1.14M	2.42%	21
2024 Q4	$63.9M	Buy	1,081,224 +52,785	+5%	+$3.26M	2.42%	23
2024 Q3	$68.7M	Sell	1,028,439 -14,018	-1%	-$942K	2.6%	22
2024 Q2	$61.7M	Buy	1,042,457 +45,065	+5%	+$2.59M	2.46%	22
2024 Q1	$66.2M	Buy	997,392 +20,242	+2%	+$1.27M	2.56%	21
2023 Q4	$61.2M	Buy	977,150 +280,109	+40%	+$15.9M	2.45%	22
2023 Q3	$39.6M	Buy	697,041 +249,824	+56%	+$14.9M	1.67%	33
2023 Q2	$26.9M	Buy	447,217 +231,673	+107%	+$14.1M	1.18%	36
2023 Q1	$13.9M	Buy	215,544 +18,545	+9%	+$1.16M	0.67%	38
2022 Q4	$11.2M	Buy	+196,999	New	+$11.1M	0.58%	39

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

Tandem Investment Advisors's TRNO Position: Q1 2026 in Review

Tandem Investment Advisors reduced its Terreno Realty (TRNO) stake by 12% in Q1 2026, selling an estimated $10.3M and leaving 1,206,993 shares worth $74.1M. The position accounts for 3.63% of the portfolio, ranked #13.

Tandem Investment Advisors first reported a position in TRNO in Q4 2022 and has held it in 14 quarters since. The position peaked at $80.5M in Q4 2025. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

Tandem Investment Advisors held 1,206,993 shares of Terreno Realty worth $74.1M as of Q1 2026.
Tandem Investment Advisors sold 164,874 Terreno Realty shares in Q1 2026, an estimated $10.3M.
Terreno Realty made up 3.63% of Tandem Investment Advisors's portfolio in Q1 2026, its #13 holding.
Tandem Investment Advisors first reported a position in Terreno Realty in Q4 2022 and has held it in 14 quarters since.
Tandem Investment Advisors's Terreno Realty position peaked at $80.5M in Q4 2025.
375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Tandem Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.