§ REAL ESTATE
USD · Real EstateTRNO
TERRENO REALTY CORP
USDSector · Real EstateBeta · 1.12
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
206 increased/new, 128 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 16.1 | P/B | 1.49 |
| EPS (TTM) | 3.91 | Dividend | 3.43% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 17.8M | 0.0% | +0% |
| Fidelity Management | 11.5M | 0.0% | +6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10.3M | n/a | n/a |
| State Street | 5.8M | 0.0% | −0% |
| VANGUARD CAPITAL MANAGEMENT LLC | 4.6M | n/a | n/a |
| PRINCIPAL FINANCIAL GROUP INC | 4.2M | 0.1% | +247% |
◇ AC INTELLIGENCE
Top institutional owners for TRNO as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER48.3% · 267 holders
PASSIVE / INDEX24.7% · 11 holders
QUALITY / COMPOUNDER19.1% · 28 holders
DEALER / BANK14.3% · 39 holders
INCOME / DEFENSIVE6.4% · 25 holders
TACTICAL / MACRO0.9% · 4 holders
SYSTEMATIC / QUANT0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for TRNO in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention TRNO yet.