TERRENO RLTY CORP TRNO
COM · REIT · CUSIP 88146M101
- SectorReal estate
- IndustryReal Estate
- HeadquartersSan Francisco, CA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($16.0m this quarter). Holder counts are more reliable. Shares outstanding: 109.0m as of 2026-08-03, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $64.82.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 269 |
| Q4 2022 | 267 |
| Q1 2023 | 289 |
| Q2 2023 | 291 |
| Q3 2023 | 299 |
| Q4 2023 | 306 |
| Q1 2024 | 325 |
| Q2 2024 | 309 |
| Q3 2024 | 327 |
| Q4 2024 | 339 |
| Q1 2025 | 355 |
| Q2 2025 | 343 |
| Q3 2025 | 346 |
| Q4 2025 | 368 |
| Q1 2026 | 376 |
| Q2 2026 | 387 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 153 | 162 |
| Q4 2024 | 185 | 151 |
| Q1 2025 | 190 | 158 |
| Q2 2025 | 200 | 165 |
| Q3 2025 | 172 | 164 |
| Q4 2025 | 183 | 163 |
| Q1 2026 | 184 | 164 |
| Q2 2026 | 202 | 154 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $0 | $17.0k | — |
| Q4 2025 | $0 | $5.9k | — |
| Q1 2026 | $6.1k | $2.4m | 384.03 |
| Q2 2026 | $0 | $0 | — |
Biggest buyers
| Invesco Ltd. | Added | +1.3m |
| BlackRock, Inc. | Added | +940.3k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +642.8k |
| FMR LLC | Added | +603.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +428.4k |
| TWO SIGMA INVESTMENTS, LP | Added | +335.5k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +227.9k |
| Hudson Bay Capital Management LP | New | +197.3k |
| NORTHERN TRUST CORP | Added | +182.6k |
| TUDOR INVESTMENT CORP ET AL | Added | +177.9k |
Biggest sellers
| Resolution Capital Ltd | Reduced | -644.0k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | Reduced | -560.5k |
| Balyasny Asset Management L.P. | Reduced | -409.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -401.6k |
| T. Rowe Price Investment Management, Inc. | Reduced | -297.4k |
| Qube Research & Technologies Ltd | Reduced | -250.5k |
| Schonfeld Strategic Advisors LLC | Sold out | -241.8k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -198.2k |
| Tandem Investment Advisors, Inc. | Reduced | -189.9k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -161.9k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution -1.0 pts · filed 2025-07-18 | 16.8% |
| FMR LLC 13G · institution +1.0 pts · filed 2025-09-08 | 10.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution +0.4 pts · filed 2026-07-07 | 10.2% |
| STATE STREET CORP 13G · institution new · filed 2025-02-05 | 5.8% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 1 | $652.0k | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 1 | $539.6k | — |
| Q4 2025 | 0 | — | 1 | $285.2k | — |
| Q1 2026 | 0 | — | 1 | $461.9k | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 3 | $1.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-08-11 | Meyer John Tull EVP | Sold | $305.2k4.4k shares |
| 2026-08-10 | Cannon Jaime Jackson CFO | Sold | $245.9k3.6k shares |
| 2026-08-07 | COKE MICHAEL A President, director | Sold | $547.0k8.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 18.7m $1.2bn | Added +940.3k |
| FMR LLC 0.03% of their portfolio | 12.1m $783.2m | Added +603.0k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.03% of their portfolio | 10.7m $696.0m | Added +428.4k |
| STATE STREET CORP 0.01% of their portfolio | 6.0m $389.0m | Added +157.8k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.01% of their portfolio | 4.8m $309.9m | Added +146.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.14% of their portfolio | 4.3m $281.7m | Added +161.1k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.03% of their portfolio | 4.0m $257.1m | Added +19.3k |
| T. Rowe Price Investment Management, Inc. 0.16% of their portfolio | 3.8m $245.5m | Reduced -297.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.0m $192.8m | Added +227.9k |
| Invesco Ltd. 0.01% of their portfolio | 2.8m $184.3m | Added +1.3m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 2.3m $148.1m | Added +143.6k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.6m $105.8m | Added +182.6k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.6m $104.5m | Added +29.1k |
| MORGAN STANLEY 0.01% of their portfolio | 1.5m $99.5m | Reduced -5.8k |
| AMERICAN CENTURY COMPANIES INC 0.04% of their portfolio | 1.3m $84.4m | Reduced -161.9k |
| TWO SIGMA INVESTMENTS, LP 0.06% of their portfolio | 1.2m $80.9m | Added +335.5k |
| NORGES BANK 0.01% of their portfolio | 1.2m $80.2m | Not comparable |
| Thrivent Financial for Lutherans 0.13% of their portfolio | 1.2m $76.9m | Reduced -12.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 1.2m $75.6m | Added +70.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 1.2m $76.5m | Reduced -78.5k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.05% of their portfolio | 1.1m $69.1m | Added +14.7k |
| Tandem Investment Advisors, Inc. 4.41% of their portfolio | 1.0m $65.9m | Reduced -189.9k |
| Resolution Capital Ltd 1.17% of their portfolio | 979.9k $63.5m | Reduced -644.0k |
| Legal & General Group Plc 0.01% of their portfolio | 953.6k $61.8m | Added +33.8k |
| Copeland Capital Management, LLC 1.23% of their portfolio | 924.4k $59.9m | Reduced -45.3k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 831.7k $53.9m | Added +50.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.01% of their portfolio | 824.5k $53.4m | Added +47.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 808.4k $52.4m | Reduced -103.8k |
| VANGUARD FIDUCIARY TRUST CO 0.01% of their portfolio | 705.3k $45.7m | Added +31.0k |
| BESSEMER GROUP INC 0.06% of their portfolio | 689.2k $44.6m | Added +8.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 646.1k $41.8m | Added +642.8k |
| CONGRESS ASSET MANAGEMENT CO 0.24% of their portfolio | 606.0k $39.3m | Reduced -9.8k |
| Jupiter Topco LLC 0.02% of their portfolio | 598.4k $38.8m | First filing |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.01% of their portfolio | 537.9k $34.8m | Reduced -46.7k |
| OSTERWEIS CAPITAL MANAGEMENT INC 1.55% of their portfolio | 508.7k $32.9m | Reduced -47.0k |
| Bahl & Gaynor LLC 0.15% of their portfolio | 487.7k $31.6m | Added +15.2k |
| SEGALL BRYANT & HAMILL, LLC 0.37% of their portfolio | 475.1k $30.8m | Added +56.5k |
| Uniplan Investment Counsel, Inc. 2.64% of their portfolio | 435.3k $28.2m | Reduced -19.5k |
| TUDOR INVESTMENT CORP ET AL 0.12% of their portfolio | 433.1k $28.1m | Added +177.9k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.04% of their portfolio | 427.0k $27.7m | Reduced -401.6k |
| Gillson Capital LP 1.54% of their portfolio | 403.4k $26.1m | Reduced -6.8k |
| Boston Trust Walden Corp 0.18% of their portfolio | 373.7k $24.2m | Reduced -18.0k |
| CRAMER ROSENTHAL MCGLYNN LLC 1.22% of their portfolio | 372.3k $24.1m | Reduced -41.7k |
| Public Sector Pension Investment Board 0.06% of their portfolio | 365.2k $23.7m | Reduced -7.5k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 358.4k $23.3m | Added +35.4k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 337.7k $21.9m | Added +83.8k |
| Chevy Chase Trust Holdings, LLC 0.06% of their portfolio | 336.1k $21.8m | Reduced -9.0k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 328.5k $21.3m | Reduced -464 |
| RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio | 317.7k $20.6m | Reduced -15.8k |
| Allspring Global Investments Holdings, LLC 0.03% of their portfolio | 301.1k $19.9m | Reduced -81.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 300.2k $19.4m | Added +14.4k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 295.6k $19.1m | Reduced -29.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 288.0k $18.7m | Added +61.6k |
| RHUMBLINE ADVISERS 0.01% of their portfolio | 287.7k $18.6m | Reduced -24.4k |
| DAVIDSON INVESTMENT ADVISORS 0.73% of their portfolio | 275.1k $17.8m | Added +222 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 271.8k $17.6m | Reduced -15.7k |
| CANADA LIFE ASSURANCE Co 0.03% of their portfolio | 264.2k $17.1m | Added +6.4k |
| UBS Group AG 0.00% of their portfolio | 249.2k $16.1m | Reduced -18.6k |
| SG Americas Securities, LLC 0.01% of their portfolio | 246.8k $16.0m | Reduced -110.9k |
| Nuveen, LLC 0.00% of their portfolio | 246.3k $16.0m | Added +22.7k |
| APG Asset Management US Inc. 0.11% of their portfolio | 245.2k $16.2m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 236.4k $15.3m | Added +41.2k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 225.5k $14.6m | Reduced -50.0k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 216.3k $14.0m | Reduced -4.8k |
| Swiss National Bank 0.01% of their portfolio | 213.3k $13.8m | Added +8.7k |
| CITIGROUP INC 0.01% of their portfolio | 208.8k $13.5m | Reduced -7.0k |
| PRUDENTIAL FINANCIAL INC 0.01% of their portfolio | 207.7k $13.5m | Reduced -5.9k |
| California Public Employees Retirement System 0.01% of their portfolio | 200.7k $13.0m | Added +10.4k |
| Hudson Bay Capital Management LP 0.06% of their portfolio | 197.3k $12.8m | New |
| BARCLAYS PLC 0.00% of their portfolio | 193.5k $12.5m | Reduced -2.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.02% of their portfolio | 184.5k $12.0m | Added +19.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.02% of their portfolio | 171.8k $11.1m | Added +10.5k |
| HOWLAND CAPITAL MANAGEMENT LLC 0.40% of their portfolio | 171.8k $11.2m | Added +4.2k |
| CRAWFORD INVESTMENT COUNSEL INC 0.19% of their portfolio | 171.5k $11.1m | Reduced -528 |
| Asset Management One Co., Ltd. 0.03% of their portfolio | 171.4k $11.1m | Added +9.2k |
| Tidal Investments LLC 0.03% of their portfolio | 170.1k $11.0m | Added +37.6k |
| Cerity Partners LLC 0.01% of their portfolio | 167.3k $10.8m | Reduced -18.4k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 160.2k $10.4m | Added +73.8k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 158.9k $9.8m | Added +19.1k |
| Azimuth Capital Investment Management LLC 0.33% of their portfolio | 152.4k $9.9m | Reduced -6.7k |
| STRS OHIO 0.04% of their portfolio | 151.4k $9.8m | Reduced -122.4k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 145.6k $9.4m | Reduced -250.5k |
| Susquehanna Portfolio Strategies, LLC 0.15% of their portfolio | 141.0k $9.1m | Added +26.3k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 138.0k $8.9m | New |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 136.9k $8.9m | Added +19.8k |
| Granite Investment Partners, LLC 0.45% of their portfolio | 135.3k $8.8m | Reduced -96 |
| Phocas Financial Corp. 1.20% of their portfolio | 133.8k $8.7m | Reduced -7.0k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 133.6k $8.7m | Reduced -8.8k |
| DigitalBridge Group, Inc. 0.51% of their portfolio | 131.0k $8.5m | Reduced -2.9k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 123.3k $8.0m | Added +1.8k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.02% of their portfolio | 122.7k $7.9m | Added +5.5k |
| Edgestream Partners, L.P. 0.23% of their portfolio | 121.9k $7.9m | Reduced -14.9k |
| Impax Asset Management Group plc 0.05% of their portfolio | 120.0k $7.8m | Unchanged |
| Verition Fund Management LLC 0.05% of their portfolio | 118.0k $7.6m | Added +10.2k |
| ProShare Advisors LLC 0.01% of their portfolio | 115.3k $7.5m | Added +212 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 113.9k $7.4m | Added +225 |
| Davis Selected Advisers 0.03% of their portfolio | 111.0k $7.2m | Reduced -2.5k |
| Aptus Capital Advisors, LLC 0.05% of their portfolio | 109.8k $7.1m | Added +696 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.03% of their portfolio | 103.2k $6.7m | Added +31.4k |
| GSI Capital Advisors LLC 3.05% of their portfolio | 99.8k $6.5m | Added +38.9k |