PGGM Vermogensbeheer B.V.

PGGM Investments as of Sept. 30, 2025

Portfolio Holdings for PGGM Investments

PGGM Investments holds 66 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Welltower Inc Com reit (WELL) 8.1 $499M 2.8M 178.14
Equinix (EQIX) 4.7 $291M 372k 783.24
Prologis (PLD) 3.6 $225M 2.0M 114.52
Extra Space Storage (EXR) 3.3 $206M 1.5M 140.94
Microsoft Corporation (MSFT) 3.2 $197M 380k 517.95
Thermo Fisher Scientific (TMO) 3.1 $190M 392k 485.02
Iron Mountain (IRM) 2.8 $172M 1.7M 101.94
Invitation Homes (INVH) 2.7 $166M 5.7M 29.33
Udr (UDR) 2.4 $148M 4.0M 37.26
Simon Property (SPG) 2.4 $147M 785k 187.67
Linde SHS (LIN) 2.3 $145M 304k 475.00
Sunrun (RUN) 2.3 $143M 8.3M 17.29
Peak (DOC) 2.3 $141M 7.4M 19.15
NVIDIA Corporation (NVDA) 2.2 $136M 726k 186.58
Alphabet Inc Cap Stk Cl A Class A (GOOGL) 2.2 $134M 553k 243.10
Hdfc Bank Ads (HDB) 2.1 $130M 3.8M 34.16
Equity Lifestyle Properties (ELS) 2.0 $124M 2.0M 60.70
First Industrial Realty Trust (FR) 1.9 $120M 2.3M 51.47
Medtronic SHS (MDT) 1.8 $114M 1.2M 95.24
Illumina (ILMN) 1.8 $109M 1.1M 94.97
Federal Rlty Invt Tr New Sh Ben Int Int (FRT) 1.8 $109M 1.1M 101.31
Abbott Laboratories (ABT) 1.8 $109M 810k 133.94
Kilroy Realty Corporation (KRC) 1.7 $105M 2.5M 42.25
Brixmor Prty (BRX) 1.7 $103M 3.7M 27.68
AvalonBay Communities (AVB) 1.6 $98M 509k 193.17
Nextera Energy (NEE) 1.6 $98M 1.3M 75.49
Broadcom (AVGO) 1.6 $97M 294k 329.91
Albemarle Corporation (ALB) 1.6 $96M 1.2M 81.08
Alexandria Real Estate Equities (ARE) 1.5 $94M 1.1M 83.34
Apple (AAPL) 1.4 $86M 339k 254.63
Agree Realty Corporation (ADC) 1.3 $83M 1.2M 71.04
Corteva (CTVA) 1.3 $83M 1.2M 67.63
Essential Properties Realty reit (EPRT) 1.3 $82M 2.7M 29.76
Digital Realty Trust (DLR) 1.2 $75M 434k 172.88
Eli Lilly & Co. (LLY) 1.2 $74M 97k 763.00
Rexford Industrial Realty Inc reit (REXR) 1.2 $73M 1.8M 41.11
Macerich Company (MAC) 1.2 $73M 4.0M 18.20
Synopsys (SNPS) 1.1 $69M 141k 493.39
Ryman Hospitality Pptys (RHP) 1.1 $67M 742k 89.59
Visa Inc Com Cl A Class A (V) 1.0 $64M 187k 341.38
Roper Industries (ROP) 1.0 $60M 121k 498.69
Argenx Se Adr (ARGX) 0.9 $57M 77k 737.56
Americold Rlty Tr (COLD) 0.9 $57M 4.6M 12.24
Cadence Design Systems (CDNS) 0.9 $56M 158k 351.26
Advanced Drain Sys Inc Del (WMS) 0.9 $54M 389k 138.70
Regeneron Pharmaceuticals (REGN) 0.8 $52M 93k 562.27
Archer Daniels Midland Company (ADM) 0.8 $50M 830k 59.74
McCormick & Company, Incorporated (MKC) 0.7 $45M 678k 66.91
Waste Connections (WCN) 0.7 $45M 254k 175.80
Cubesmart (CUBE) 0.6 $38M 944k 40.66
Iqvia Holdings (IQV) 0.6 $38M 199k 189.94
Tetra Tech (TTEK) 0.6 $37M 1.1M 33.38
Public Storage (PSA) 0.5 $32M 111k 288.85
Adecoagro S A (AGRO) 0.5 $32M 4.0M 7.84
Aptiv SHS (APTV) 0.5 $31M 364k 86.22
BioMarin Pharmaceutical (BMRN) 0.5 $28M 518k 54.16
Intuitive Surgical (ISRG) 0.5 $28M 62k 447.22
Solaredge Technologies (SEDG) 0.4 $24M 661k 37.00
Trane Technologies SHS (TT) 0.4 $23M 56k 421.97
Camden Ppty Tr Sh Ben Int Int (CPT) 0.4 $23M 211k 106.78
Host Hotels & Resorts (HST) 0.3 $21M 1.2M 17.02
Johnson Ctls Intl SHS (JCI) 0.3 $21M 187k 109.95
FMC Corporation (FMC) 0.3 $18M 522k 33.63
Caretrust Reit (CTRE) 0.3 $17M 493k 34.68
Core Main Inc Cl A Class A (CNM) 0.3 $16M 299k 53.83
Hain Celestial (HAIN) 0.1 $6.6M 4.2M 1.58