DIVERSIFY WEALTH MANAGEMENT, LLC

Position in TRNO — Terreno Realty Corp

CIK 2030780 SANDY, UT

Position in TRNO

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$1,493,531

+$223,796 QoQ

Shares Held

23,059

+11.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#163

of 380 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $8,386,586 across 5 REIT - Industrial names. TRNO ranks #3 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXR	Extra Space Storage Inc.	19,704	$2,862,991
2	PSA	Public Storage	6,371	$2,027,953
3	TRNO	Terreno Realty Corp This page	23,059	$1,493,531
4	PLD	Prologis, Inc.	7,502	$1,016,295
5	COLD	Americold Realty Trust	62,711	$985,816

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,493,531	23,059	+11.5%	Shares	Sole	2026-07-30
2026-03-31	$1,269,735	20,673	+51.9%	Shares	Sole	2026-05-01
2025-12-31	$799,219	13,613	+5.7%	Shares	Sole	2026-02-03
2025-09-30	$730,826	12,878	+5.5%	Shares	Sole	2025-11-12
2025-06-30	$684,334	12,205	+28.1%	Shares	Sole	2025-08-14
2025-03-31	$602,296	9,527	+29.8%	Shares	Sole	2025-05-01
2024-12-31	$434,146	7,341	+48.0%	Shares	Sole	2025-01-16
2024-09-30	$331,409	4,959	+14.4%	Shares	Sole	2024-10-25
2024-06-30	$256,486	4,334	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.