PGGM Vermogensbeheer B.V.

PGGM Investments as of March 31, 2026

Portfolio Holdings for PGGM Investments

PGGM Investments holds 67 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Welltower Inc Com reit (WELL) 6.1 $346M 1.8M 197.71
Prologis (PLD) 5.3 $302M 2.3M 132.18
Equinix (EQIX) 5.2 $299M 305k 980.24
Albemarle Corporation (ALB) 2.9 $163M 909k 179.53
Extra Space Storage (EXR) 2.8 $157M 1.2M 131.13
Alphabet Inc Cap Stk Cl A Class A (GOOGL) 2.7 $156M 544k 287.56
Microsoft Corporation (MSFT) 2.7 $156M 421k 370.17
Thermo Fisher Scientific (TMO) 2.7 $152M 309k 491.53
Linde (LIN) 2.6 $151M 304k 495.76
Iron Mountain (IRM) 2.5 $140M 1.4M 102.14
Sunrun (RUN) 2.3 $130M 9.5M 13.56
NVIDIA Corporation (NVDA) 2.2 $127M 726k 174.40
Illumina (ILMN) 2.1 $122M 991k 123.26
AvalonBay Communities (AVB) 2.1 $122M 744k 163.35
Eli Lilly & Co. (LLY) 2.1 $121M 132k 919.77
Simon Property (SPG) 2.1 $119M 638k 186.53
Udr (UDR) 2.1 $117M 3.5M 33.78
Nextera Energy (NEE) 1.9 $110M 1.2M 92.88
Hdfc Bank Ads (HDB) 1.9 $106M 4.3M 24.88
Healthcare Realty T (HR) 1.7 $95M 5.6M 16.99
Astrazeneca Ord (AZN) 1.7 $95M 646k 146.90
Apple (AAPL) 1.6 $91M 358k 253.79
Peak (DOC) 1.6 $88M 5.4M 16.43
Brixmor Prty (BRX) 1.5 $88M 3.1M 28.80
Ventas (VTR) 1.5 $88M 1.1M 81.78
Federal Rlty Invt Tr New Sh Ben Int Int (FRT) 1.5 $86M 812k 106.21
Abbott Laboratories (ABT) 1.5 $83M 810k 102.67
Medtronic (MDT) 1.4 $79M 910k 86.65
Waste Connections (WCN) 1.3 $74M 454k 162.44
Broadcom (AVGO) 1.3 $73M 236k 309.51
Regeneron Pharmaceuticals (REGN) 1.3 $72M 93k 772.64
Agree Realty Corporation (ADC) 1.2 $70M 933k 75.38
Essential Properties Realty reit (EPRT) 1.2 $70M 2.3M 30.36
Invitation Homes (INVH) 1.2 $69M 2.8M 24.85
First Industrial Realty Trust (FR) 1.2 $66M 1.1M 57.85
Digital Realty Trust (DLR) 1.2 $66M 364k 180.21
Iqvia Holdings (IQV) 1.1 $64M 375k 170.54
Macerich Company (MAC) 1.1 $64M 3.4M 18.90
Veralto Corp (VLTO) 1.1 $62M 702k 88.42
Visa Inc Com Cl A Class A (V) 1.1 $61M 201k 302.24
Ryman Hospitality Pptys (RHP) 1.1 $61M 658k 92.27
Archer Daniels Midland Company (ADM) 1.1 $60M 830k 72.69
Synopsys (SNPS) 1.0 $56M 141k 396.48
Equity Lifestyle Properties (ELS) 1.0 $55M 876k 62.42
Corteva (CTVA) 0.9 $54M 641k 83.71
Argenx Se Adr (ARGX) 0.9 $52M 72k 730.25
Procter & Gamble Company (PG) 0.9 $49M 336k 144.44
American Homes 4 Rent Cl A Class A (AMH) 0.8 $47M 1.7M 27.92
Americold Rlty Tr (COLD) 0.8 $44M 3.9M 11.46
Cadence Design Systems (CDNS) 0.8 $44M 158k 277.87
Roper Industries (ROP) 0.7 $43M 121k 353.86
Kilroy Realty Corporation (KRC) 0.7 $42M 1.5M 28.21
Tetra Tech (TTEK) 0.7 $38M 1.3M 30.12
McCormick & Company, Incorporated (MKC) 0.7 $38M 747k 50.44
Alexandria Real Estate Equities (ARE) 0.6 $35M 744k 46.42
Solaredge Technologies (SEDG) 0.6 $33M 654k 51.05
Cousins Properties (CUZ) 0.5 $31M 1.4M 22.57
Public Storage (PSA) 0.5 $31M 114k 270.88
Cubesmart (CUBE) 0.5 $29M 791k 36.65
Intuitive Surgical (ISRG) 0.5 $29M 62k 460.99
Rexford Industrial Realty Inc reit (REXR) 0.5 $27M 824k 32.73
Advanced Drain Sys Inc Del (WMS) 0.5 $26M 190k 137.13
Core Main Inc Cl A Class A (CNM) 0.4 $23M 467k 49.40
Host Hotels & Resorts (HST) 0.3 $20M 1.0M 19.16
Aptiv Holdings (APTV) 0.3 $16M 223k 69.44
Adecoagro S A (AGRO) 0.3 $16M 1.0M 15.02
Uber Technologies (UBER) 0.2 $10M 144k 71.93