PGGM Vermogensbeheer B.V.

PGGM Investments as of Dec. 31, 2025

Portfolio Holdings for PGGM Investments

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Welltower Inc Com reit (WELL) 6.0 $378M 2.0M 185.61
Prologis (PLD) 5.1 $324M 2.5M 127.66
Equinix (EQIX) 4.4 $280M 365k 766.16
Thermo Fisher Scientific (TMO) 3.2 $201M 346k 579.45
Microsoft Corporation (MSFT) 3.1 $198M 409k 483.62
Extra Space Storage (EXR) 2.9 $184M 1.4M 130.22
Alphabet Inc Cap Stk Cl A Class A (GOOGL) 2.7 $170M 544k 313.00
Albemarle Corporation (ALB) 2.7 $168M 1.2M 141.44
Invitation Homes (INVH) 2.6 $163M 5.9M 27.79
Udr (UDR) 2.4 $152M 4.1M 36.68
Illumina (ILMN) 2.4 $151M 1.1M 131.16
Simon Property (SPG) 2.3 $145M 785k 185.11
AvalonBay Communities (AVB) 2.2 $142M 782k 181.31
Sunrun (RUN) 2.2 $141M 7.7M 18.40
Hdfc Bank Ads (HDB) 2.2 $139M 3.8M 36.54
Iron Mountain (IRM) 2.2 $138M 1.7M 82.95
Eli Lilly & Co. (LLY) 2.2 $136M 127k 1074.68
NVIDIA Corporation (NVDA) 2.1 $135M 726k 186.50
Linde SHS (LIN) 2.1 $130M 304k 426.39
Nextera Energy (NEE) 1.8 $117M 1.5M 80.28
Healthcare Realty T (HR) 1.8 $113M 6.7M 16.95
Federal Rlty Invt Tr New Sh Ben Int New (FRT) 1.6 $104M 1.0M 100.80
Abbott Laboratories (ABT) 1.6 $102M 810k 125.29
First Industrial Realty Trust (FR) 1.6 $100M 1.8M 57.27
Ventas (VTR) 1.6 $99M 1.3M 77.38
Kilroy Realty Corporation (KRC) 1.6 $98M 2.6M 37.37
Apple (AAPL) 1.5 $97M 358k 271.86
Medtronic SHS (MDT) 1.5 $97M 1.0M 96.06
Brixmor Prty (BRX) 1.5 $97M 3.7M 26.22
Peak (DOC) 1.5 $92M 5.7M 16.08
Broadcom (AVGO) 1.3 $82M 236k 346.10
Essential Properties Realty reit (EPRT) 1.3 $81M 2.7M 29.66
Equity Lifestyle Properties (ELS) 1.3 $81M 1.3M 60.61
Waste Connections (WCN) 1.2 $74M 424k 175.36
Ryman Hospitality Pptys (RHP) 1.2 $74M 785k 94.62
Macerich Company (MAC) 1.2 $74M 4.0M 18.46
Agree Realty Corporation (ADC) 1.2 $74M 1.0M 72.03
Regeneron Pharmaceuticals (REGN) 1.1 $72M 93k 771.87
Visa Inc Com Cl A Class A (V) 1.1 $71M 201k 350.71
Digital Realty Trust (DLR) 1.1 $67M 434k 154.71
Synopsys (SNPS) 1.0 $66M 141k 469.72
Americold Rlty Tr (COLD) 0.9 $59M 4.6M 12.86
Alexandria Real Estate Equities (ARE) 0.9 $55M 1.1M 48.94
Iqvia Holdings (IQV) 0.9 $55M 244k 225.41
Roper Industries (ROP) 0.8 $54M 121k 445.13
McCormick & Company, Incorporated (MKC) 0.8 $51M 747k 68.11
Cadence Design Systems (CDNS) 0.8 $50M 158k 312.58
Advanced Drain Sys Inc Del (WMS) 0.8 $49M 340k 144.83
Procter & Gamble Company (PG) 0.8 $48M 336k 143.31
Archer Daniels Midland Company (ADM) 0.8 $48M 830k 57.49
Tetra Tech (TTEK) 0.7 $46M 1.4M 33.54
Argenx Se Adr (ARGX) 0.7 $46M 55k 840.94
Corteva (CTVA) 0.7 $43M 641k 67.03
Rexford Industrial Realty Inc reit (REXR) 0.6 $38M 982k 38.72
Intuitive Surgical New (ISRG) 0.6 $35M 62k 566.36
Cubesmart (CUBE) 0.5 $34M 944k 36.05
Adecoagro S A (AGRO) 0.5 $32M 4.0M 7.93
Public Storage (PSA) 0.5 $29M 113k 259.50
Core Main Inc Cl A Class A (CNM) 0.4 $24M 467k 51.97
Johnson Ctls Intl SHS (JCI) 0.4 $22M 187k 119.75
Host Hotels & Resorts (HST) 0.3 $22M 1.2M 17.73
Trane Technologies SHS (TT) 0.3 $22M 56k 389.20
Solaredge Technologies (SEDG) 0.3 $19M 661k 28.85
Aptiv SHS (APTV) 0.3 $17M 223k 76.09
Uber Technologies (UBER) 0.2 $12M 144k 81.71
Hain Celestial (HAIN) 0.0 $203k 190k 1.07