Position in TRNO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$533,302
+$105,895 QoQ
Shares Held
8,234
+18.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 383 holders
Holding Since
Mar 2023
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRNO Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Jun 30, 2026AE Wealth Management LLC holds $12,504,840 across 9 REIT - Industrial names. TRNO ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LXP |
LXP Industrial Trust
|
65,472 | $3,527,630 | |
| 2 | REXR |
Rexford Industrial Realty, Inc.
|
79,356 | $2,658,412 | |
| 3 | PLD |
Prologis, Inc.
|
15,838 | $2,145,553 | |
| 4 | SMA |
SmartStop Self Storage REIT, Inc.
|
44,108 | $1,433,504 | |
| 5 | EGP |
Eastgroup Properties Inc
|
3,610 | $731,115 | |
| 6 | PSA |
Public Storage
|
1,907 | $607,008 | |
| 7 | TRNO |
Terreno Realty Corp
This page
|
8,234 | $533,302 | |
| 8 | STAG |
STAG Industrial, Inc.
|
11,547 | $439,465 |
All Filings in TRNO
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,302 | 8,234 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $427,407 | 6,959 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $273,516 | 4,659 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $233,294 | 4,111 | Shares | Other | 2025-11-03 | |
| 2023-12-31 | $819,848 | 13,082 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $496,886 | 8,748 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $417,875 | 6,953 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $238,632 | 3,694 | Shares | Sole | 2023-04-14 | |
| No filing history on record for this holder in this stock. | ||||||