CREATIVE FINANCIAL DESIGNS INC /ADV TRNO — TERRENO RLTY CORP COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  22 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported TERRENO RLTY CORP COM (TRNO) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows TRNO at 0.00% 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 CREATIVE FINANCIAL DESIGNS INC /ADV's position in TERRENO RLTY 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 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 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.

TRNO stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 34 — 0% 0.00% $2K 2025-11-14 (Est.) $59.72
2025 Q2 REDUCED 24.4% +1.7% ❌ 34 -11 -24.4% 0.00% $2K 2025-08-04 $53.46
2025 Q1 ADDED — — — 45 +11 +32.4% 0.00% $3K 2025-04-23 $55.00
2024 Q4 ADDED — — — 34 +1 +3.0% 0.00% $2K 2025-02-10 $64.04
2024 Q3 UNCHANGED — — — 33 — 0% 0.00% $2K 2024-10-28 $58.87
2024 Q2 UNCHANGED — — — 33 — 0% 0.00% $2K 2024-08-06 $62.35
2024 Q1 UNCHANGED — — — 33 — 0% 0.00% $2K 2024-05-01 $50.85
2023 Q4 ADDED — — — 33 +1 +3.1% 0.00% $2K 2024-01-10 $58.76
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TRNO

As of 2026 Q1 — sorted by position size

DELPHI MANAGEMENT INC /MA/ 3Y 7Y 1.39% DAVIDSON INVESTMENT ADVISORS 3Y 7Y 0.87% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.84% Castellan Group 3Y 0.62% SAGE RHINO CAPITAL LLC 3Y 7Y 0.45% HOWLAND CAPITAL MANAGEMENT LLC 3Y 7Y 0.41% MAYPORT, LLC 3Y 0.32% SPIRIT OF AMERICA MANAGEMENT CORP/NY 3Y 7Y 0.31% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.27% Legacy Wealth Asset Management, LLC 3Y 0.21%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and TRNO

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning TRNO?

CREATIVE FINANCIAL DESIGNS INC /ADV reported TRNO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TRNO position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for TRNO was 0.00% in 2025 Q1.

What is the latest reported TRNO position on this page?

The most recent filing on this page is 2025 Q3, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 34 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this TRNO ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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 CREATIVE FINANCIAL DESIGNS INC /ADV time their TRNO position?

Based on 13F filing dates vs. subsequent TRNO price moves, CREATIVE FINANCIAL DESIGNS INC /ADV correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on TRNO relative to SPY over the holding period was -10.5%.

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