Phillips Wealth Planners LLC

Position in TRNO — Terreno Realty Corp

CIK 1962628 STARKVILLE, MS

Position in TRNO

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$300,208

+$15,281 QoQ

Shares Held

4,635

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#250

of 380 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $1,163,048 across 4 REIT - Industrial names. TRNO ranks #2 (25.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSA	Public Storage	1,103	$351,095
2	TRNO	Terreno Realty Corp This page	4,635	$300,208
3	EGP	Eastgroup Properties Inc	1,292	$261,668
4	PLD	Prologis, Inc.	1,846	$250,077

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$300,208	4,635	-0.1%	Shares	Sole	2026-08-07
2026-03-31	$284,927	4,639	+12.7%	Shares	Sole	2026-05-14
2025-12-31	$241,650	4,116	-12.1%	Shares	Defined	2026-02-10
2025-09-30	$265,646	4,681	+4.7%	Shares	Defined	2025-11-07
2025-06-30	$250,801	4,473	-1.2%	Shares	Defined	2025-07-11
2025-03-31	$286,260	4,528	+16.2%	Shares	Defined	2025-04-23
2024-12-31	$230,409	3,896	-3.1%	Shares	Defined	2025-01-17
2024-09-30	$268,656	4,020	-0.2%	Shares	Defined	2024-10-29
2024-06-30	$238,377	4,028	-10.4%	Shares	Sole	2024-08-02
2024-03-31	$298,401	4,494	+0.8%	Shares	Defined	2024-04-29
2023-12-31	$279,445	4,459	—	Shares	Defined	2024-02-12
No filing history on record for this holder in this stock.