13F HOLDINGS REPORT
PGGM Investments
Quarter ended Q2 2025 · Filed July 18, 2025 · Accession 0001472190-25-000003
Total Value
$5.8M
Positions
68
Other Managers
0
Confidential Omitted
No
Holdings (68)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLTOWER INC COM | WELL | 2,662,087 | $409,243 | 7.10% |
| 2 | EQUINIX INC COM | EQIX | 372,032 | $295,940 | 5.13% |
| 3 | EXTRA SPACE STORAGE INC COM | EXR | 1,382,549 | $203,843 | 3.53% |
| 4 | PROLOGIS INC. COM | PLDGP | 1,915,592 | $201,367 | 3.49% |
| 5 | MICROSOFT CORP COM | MSFT | 379,569 | $188,801 | 3.27% |
| 6 | INVITATION HOMES INC COM | INVH | 5,019,181 | $164,629 | 2.85% |
| 7 | IRON MTN INC DEL COM | 46284V101 | 1,565,792 | $160,603 | 2.78% |
| 8 | THERMO FISHER SCIENTIFIC INC COM | TMO | 391,920 | $158,908 | 2.76% |
| 9 | UDR INC COM | UDR | 3,677,772 | $150,163 | 2.60% |
| 10 | HDFC BANK LTD SPONSORED ADS | HDB | 1,899,954 | $145,669 | 2.53% |
| 11 | LINDE PLC SHS | LIN | 304,112 | $142,683 | 2.47% |
| 12 | HEALTHPEAK PROPERTIES INC COM | DOC | 7,374,728 | $129,131 | 2.24% |
| 13 | SIMON PPTY GROUP INC NEW COM | 828806109 | 784,908 | $126,182 | 2.19% |
| 14 | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 313745101 | 1,245,342 | $118,295 | 2.05% |
| 15 | EQUITY LIFESTYLE PPTYS INC COM | 29472R108 | 1,892,266 | $116,696 | 2.02% |
| 16 | ABBOTT LABS COM | ABLZF | 844,272 | $114,829 | 1.99% |
| 17 | NVIDIA CORPORATION COM | NVDA | 726,231 | $114,737 | 1.99% |
| 18 | ILLUMINA INC COM | ILMN | 1,149,408 | $109,665 | 1.90% |
| 19 | MEDTRONIC PLC SHS | MDT | 1,248,594 | $108,840 | 1.89% |
| 20 | KILROY RLTY CORP COM | 49427F108 | 3,100,393 | $106,374 | 1.84% |
| 21 | AVALONBAY CMNTYS INC COM | AWX | 478,966 | $97,470 | 1.69% |
| 22 | ALPHABET INC CAP STK CL A | GOOG | 524,638 | $92,457 | 1.60% |
| 23 | CORTEVA INC COM | CTVA | 1,223,444 | $91,183 | 1.58% |
| 24 | NEXTERA ENERGY INC COM | NEE-PW | 1,301,306 | $90,337 | 1.57% |
| 25 | ESSENTIAL PPTYS RLTY TR INC COM | 29670E107 | 2,740,968 | $87,464 | 1.52% |
| 26 | REXFORD INDL RLTY INC COM | 76169C100 | 2,353,863 | $83,727 | 1.45% |
| 27 | ALEXANDRIA REAL ESTATE EQ IN COM | 015271109 | 1,130,962 | $82,142 | 1.42% |
| 28 | AMERICOLD REALTY TRUST INC COM | COLD | 4,912,537 | $81,695 | 1.42% |
| 29 | BROADCOM INC COM | AVGO | 293,550 | $80,917 | 1.40% |
| 30 | BRIXMOR PPTY GROUP INC COM | 11120U105 | 3,086,961 | $80,384 | 1.39% |
| 31 | FIRST INDL RLTY TR INC COM | 32054K103 | 1,600,623 | $77,038 | 1.34% |
| 32 | ELI LILLY CO COM | LLY | 96,769 | $75,434 | 1.31% |
| 33 | RYMAN HOSPITALITY PPTYS INC COM | 78377T107 | 741,834 | $73,197 | 1.27% |
| 34 | DIGITAL RLTY TR INC COM | 253868103 | 403,874 | $70,407 | 1.22% |
| 35 | AGREE RLTY CORP COM | 008492100 | 956,246 | $69,863 | 1.21% |
| 36 | SYNOPSYS INC COM | SNPS | 133,394 | $68,388 | 1.19% |
| 37 | ROPER TECHNOLOGIES INC COM | ROP | 120,496 | $68,302 | 1.18% |
| 38 | ALBEMARLE CORP COM | ALB-PA | 1,069,924 | $67,052 | 1.16% |
| 39 | VISA INC COM CL A | V | 186,515 | $66,222 | 1.15% |
| 40 | MACERICH CO COM | MAC | 4,022,858 | $65,090 | 1.13% |
| 41 | TRANE TECHNOLOGIES PLC SHS | TT | 131,114 | $57,351 | 0.99% |
| 42 | SUNRUN INC COM | RUN | 7,007,258 | $57,319 | 0.99% |
| 43 | CAMDEN PPTY TR SH BEN INT | 133131102 | 486,497 | $54,823 | 0.95% |
| 44 | CADENCE DESIGN SYSTEM INC COM | CDNS | 171,972 | $52,993 | 0.92% |
| 45 | ITRON INC COM | ITRI | 362,558 | $47,724 | 0.83% |
| 46 | APPLE INC COM | AAPL | 229,664 | $47,120 | 0.82% |
| 47 | WASTE CONNECTIONS INC COM | WCN | 241,155 | $45,028 | 0.78% |
| 48 | ADVANCED DRAIN SYS INC DEL COM | 00790R104 | 388,484 | $44,621 | 0.77% |
| 49 | REGENERON PHARMACEUTICALS COM | REGN | 84,397 | $44,308 | 0.77% |
| 50 | ARCHER DANIELS MIDLAND CO COM | ADM | 830,238 | $43,820 | 0.76% |
| 51 | ARGENX SE SPONSORED ADR | ARGX | 76,699 | $42,278 | 0.73% |
| 52 | CUBESMART COM | CUBE | 943,848 | $40,114 | 0.70% |
| 53 | PUBLIC STORAGE OPER CO COM | PSA-PS | 129,760 | $38,074 | 0.66% |
| 54 | ADECOAGRO S A COM | AGRO | 4,047,287 | $36,992 | 0.64% |
| 55 | IQVIA HLDGS INC COM | IQV | 198,698 | $31,313 | 0.54% |
| 56 | TETRA TECH INC NEW COM | TTEK | 831,733 | $29,909 | 0.52% |
| 57 | BIOMARIN PHARMACEUTICAL INC COM | BMRN | 517,991 | $28,474 | 0.49% |
| 58 | INTUITIVE SURGICAL INC COM NEW | ISRG | 51,425 | $27,945 | 0.48% |
| 59 | APTIV PLC COM SHS | APTV | 363,521 | $24,799 | 0.43% |
| 60 | FMC CORP COM NEW | FMC | 521,835 | $21,787 | 0.38% |
| 61 | MCCORMICK CO INC COM NON VTG | MKC-V | 280,065 | $21,235 | 0.37% |
| 62 | JOHNSON CTLS INTL PLC SHS | G51502105 | 186,729 | $19,722 | 0.34% |
| 63 | HOST HOTELS RESORTS INC COM | HST | 1,227,288 | $18,851 | 0.33% |
| 64 | CORE MAIN INC CL A | CNM | 298,500 | $18,014 | 0.31% |
| 65 | BOSTON SCIENTIFIC CORP COM | BSX | 147,155 | $15,806 | 0.27% |
| 66 | CARETRUST REIT INC COM | CTRE | 492,976 | $15,085 | 0.26% |
| 67 | HAIN CELESTIAL GROUP INC COM | HAIN | 4,183,854 | $6,359 | 0.11% |
| 68 | SPIRIT AVIATION HLDGS INC COM ADDED | FLYYQ | 3,555 | $18 | 0.00% |