Adelante Capital Management LLC TRNO Terreno Realty Corp COM

Ownership history in Adelante Capital Management LLC  ·  28 quarters on record

AI Ownership Summary

Adelante Capital Management LLC reported Terreno Realty Corp COM (TRNO) in 28 quarterly 13F filings from 2025 Q3 through 2025 Q3. Peak portfolio weight reached 1.07% in 2025 Q3. The latest visible filing shows TRNO at 1.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRNO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Adelante Capital Management LLC's position in Terreno Realty Corp COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TRNO was reported at 1.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.07% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Adelante Capital Management LLC held TRNO — position size vs. price
% of Fund (quarterly)    TRNO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 283,173 +267,053 +1656.7% 1.07% $16.1M 2025-11-17 $59.03
27 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Adelante Capital Management LLC and TRNO

These are the practical questions this page is built to answer before you even open the full history table.

How long has Adelante Capital Management LLC reported owning TRNO?

Adelante Capital Management LLC reported TRNO across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported TRNO position in Adelante Capital Management LLC's portfolio?

The largest reported portfolio weight for TRNO was 1.07% in 2025 Q3.

What is the latest reported TRNO position on this page?

The most recent filing on this page is 2025 Q3, when Adelante Capital Management LLC reported 283,173 shares, equal to 1.07% of portfolio, with an estimated market value of $16.1M.

What does the chart on this TRNO ownership page compare?

The chart compares Adelante Capital Management LLC's quarterly TRNO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Adelante Capital Management LLC time their TRNO position?

Based on 13F filing dates vs. subsequent TRNO price moves, Adelante Capital Management LLC correctly timed 12 out of 26 reported position changes (46%). The annualised alpha on TRNO relative to SPY over the holding period was +0.1%.

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