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Whipplewood Advisors’s Terreno Realty TRNO Stock Holding History

Whipplewood 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 		$1.04K Buy
+17
New +$1.07K ﹤0.01% 886
2025
Q3 		– Sell
-38
Closed -$2.13K – 1086
2025
Q2 		$2.13K Sell
38
-17
-31% -$973 ﹤0.01% 864
2025
Q1 		$2.4K Buy
55
+17
+45% +$1.1K ﹤0.01% 847
2024
Q4 		$2.25K Buy
+38
New +$2.34K ﹤0.01% 853

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

Whipplewood Advisors's TRNO Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in Terreno Realty (TRNO) in Q1 2026: 17 shares worth $1.04K. The stake represents ﹤0.01% of the portfolio and ranks #886 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in TRNO as recently as Q2 2025.

Whipplewood Advisors first reported a position in TRNO in Q4 2024 and has held it in 4 quarters since. The position peaked at $2.4K in Q1 2025. 375 funds tracked by Wall St. Rank hold TRNO as of Q1 2026.

  • Whipplewood Advisors held 17 shares of Terreno Realty worth $1.04K as of Q1 2026.
  • Terreno Realty was a new Whipplewood Advisors position in Q1 2026.
  • Terreno Realty made up ﹤0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #886 holding.
  • Whipplewood Advisors first reported a position in Terreno Realty in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's Terreno Realty position peaked at $2.4K in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Terreno Realty as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.