PGGM Vermogensbeheer B.V.

PGGM Investments as of June 30, 2025

Portfolio Holdings for PGGM Investments

PGGM Investments holds 68 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Welltower Inc Com reit (WELL) 7.1 $409M 2.7M 153.73
Equinix (EQIX) 5.1 $296M 372k 795.47
Extra Space Storage (EXR) 3.5 $204M 1.4M 147.44
Prologis (PLD) 3.5 $201M 1.9M 105.12
Microsoft Corporation (MSFT) 3.3 $189M 380k 497.41
Invitation Homes (INVH) 2.9 $165M 5.0M 32.80
Iron Mountain (IRM) 2.8 $161M 1.6M 102.57
Thermo Fisher Scientific (TMO) 2.8 $159M 392k 405.46
Udr (UDR) 2.6 $150M 3.7M 40.83
Hdfc Bank Ads (HDB) 2.5 $146M 1.9M 76.67
Linde SHS (LIN) 2.5 $143M 304k 469.18
Peak (DOC) 2.2 $129M 7.4M 17.51
Simon Property (SPG) 2.2 $126M 785k 160.76
Federal Rlty Invt Tr New Sh Ben Int Int (FRT) 2.1 $118M 1.2M 94.99
Equity Lifestyle Properties (ELS) 2.0 $117M 1.9M 61.67
Abbott Laboratories (ABT) 2.0 $115M 844k 136.01
NVIDIA Corporation (NVDA) 2.0 $115M 726k 157.99
Illumina (ILMN) 1.9 $110M 1.1M 95.41
Medtronic SHS (MDT) 1.9 $109M 1.2M 87.17
Kilroy Realty Corporation (KRC) 1.8 $106M 3.1M 34.31
AvalonBay Communities (AVB) 1.7 $98M 479k 203.50
Alphabet Inc Cap Stk Cl A Class A (GOOGL) 1.6 $93M 525k 176.23
Corteva (CTVA) 1.6 $91M 1.2M 74.53
Nextera Energy (NEE) 1.6 $90M 1.3M 69.42
Essential Properties Realty reit (EPRT) 1.5 $88M 2.7M 31.91
Rexford Industrial Realty Inc reit (REXR) 1.5 $84M 2.4M 35.57
Alexandria Real Estate Equities (ARE) 1.4 $82M 1.1M 72.63
Americold Rlty Tr (COLD) 1.4 $82M 4.9M 16.63
Broadcom (AVGO) 1.4 $81M 294k 275.65
Brixmor Prty (BRX) 1.4 $80M 3.1M 26.04
First Industrial Realty Trust (FR) 1.3 $77M 1.6M 48.13
Eli Lilly & Co. (LLY) 1.3 $75M 97k 779.53
Ryman Hospitality Pptys (RHP) 1.3 $73M 742k 98.67
Digital Realty Trust (DLR) 1.2 $70M 404k 174.33
Agree Realty Corporation (ADC) 1.2 $70M 956k 73.06
Synopsys (SNPS) 1.2 $68M 133k 512.68
Roper Industries (ROP) 1.2 $68M 121k 566.84
Albemarle Corporation (ALB) 1.2 $67M 1.1M 62.67
Visa Inc Com Cl A Class A (V) 1.1 $66M 187k 355.05
Macerich Company (MAC) 1.1 $65M 4.0M 16.18
Trane Technologies SHS (TT) 1.0 $57M 131k 437.41
Sunrun (RUN) 1.0 $57M 7.0M 8.18
Camden Ppty Tr Sh Ben Int Int (CPT) 1.0 $55M 487k 112.69
Cadence Design Systems (CDNS) 0.9 $53M 172k 308.15
Itron (ITRI) 0.8 $48M 363k 131.63
Apple (AAPL) 0.8 $47M 230k 205.17
Waste Connections (WCN) 0.8 $45M 241k 186.72
Advanced Drain Sys Inc Del (WMS) 0.8 $45M 389k 114.86
Regeneron Pharmaceuticals (REGN) 0.8 $44M 84k 525.00
Archer Daniels Midland Company (ADM) 0.8 $44M 830k 52.78
Argenx Se Adr (ARGX) 0.7 $42M 77k 551.22
Cubesmart (CUBE) 0.7 $40M 944k 42.50
Public Storage (PSA) 0.7 $38M 130k 293.42
Adecoagro S A (AGRO) 0.6 $37M 4.0M 9.14
Iqvia Holdings (IQV) 0.5 $31M 199k 157.59
Tetra Tech (TTEK) 0.5 $30M 832k 35.96
BioMarin Pharmaceutical (BMRN) 0.5 $29M 518k 54.97
Intuitive Surgical (ISRG) 0.5 $28M 51k 543.41
Aptiv SHS (APTV) 0.4 $25M 364k 68.22
FMC Corporation (FMC) 0.4 $22M 522k 41.75
McCormick & Company, Incorporated (MKC) 0.4 $21M 280k 75.82
Johnson Ctls Intl SHS (JCI) 0.3 $20M 187k 105.62
Host Hotels & Resorts (HST) 0.3 $19M 1.2M 15.36
Core Main Inc Cl A Class A (CNM) 0.3 $18M 299k 60.35
Boston Scientific Corporation (BSX) 0.3 $16M 147k 107.41
Caretrust Reit (CTRE) 0.3 $15M 493k 30.60
Hain Celestial (HAIN) 0.1 $6.4M 4.2M 1.52
Spirit Aviation Holding (FLYYQ) 0.0 $18k 3.6k 5.06