13F HOLDINGS REPORT
PGGM Investments
Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001472190-25-000006
Total Value
$6.2M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLTOWER INC COM | WELL | 2,800,752 | $498,926 | 8.07% |
| 2 | EQUINIX INC COM | EQIX | 372,032 | $291,390 | 4.71% |
| 3 | PROLOGIS INC. COM | PLDGP | 1,964,559 | $224,981 | 3.64% |
| 4 | EXTRA SPACE STORAGE INC COM | EXR | 1,457,774 | $205,459 | 3.32% |
| 5 | MICROSOFT CORP COM | MSFT | 379,569 | $196,598 | 3.18% |
| 6 | THERMO FISHER SCIENTIFIC INC COM | TMO | 391,920 | $190,089 | 3.08% |
| 7 | IRON MTN INC DEL COM | 46284V101 | 1,684,781 | $171,747 | 2.78% |
| 8 | INVITATION HOMES INC COM | INVH | 5,672,720 | $166,381 | 2.69% |
| 9 | UDR INC COM | UDR | 3,979,355 | $148,271 | 2.40% |
| 10 | SIMON PPTY GROUP INC NEW COM | 828806109 | 784,908 | $147,304 | 2.38% |
| 11 | LINDE PLC SHS | LIN | 304,112 | $144,453 | 2.34% |
| 12 | SUNRUN INC COM | RUN | 8,256,941 | $142,763 | 2.31% |
| 13 | HEALTHPEAK PROPERTIES INC COM | DOC | 7,374,728 | $141,226 | 2.29% |
| 14 | NVIDIA CORPORATION COM | NVDA | 726,231 | $135,500 | 2.19% |
| 15 | ALPHABET INC CAP STK CL A | GOOG | 552,564 | $134,328 | 2.17% |
| 16 | HDFC BANK LTD SPONSORED ADS | HDB | 3,799,908 | $129,805 | 2.10% |
| 17 | EQUITY LIFESTYLE PPTYS INC COM | 29472R108 | 2,041,332 | $123,909 | 2.00% |
| 18 | FIRST INDL RLTY TR INC COM | 32054K103 | 2,337,100 | $120,291 | 1.95% |
| 19 | MEDTRONIC PLC SHS | MDT | 1,191,228 | $113,453 | 1.84% |
| 20 | ILLUMINA INC COM | ILMN | 1,149,408 | $109,159 | 1.77% |
| 21 | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 313745101 | 1,071,815 | $108,586 | 1.76% |
| 22 | ABBOTT LABS COM | ABLZF | 810,054 | $108,499 | 1.76% |
| 23 | KILROY RLTY CORP COM | 49427F108 | 2,480,570 | $104,804 | 1.70% |
| 24 | BRIXMOR PPTY GROUP INC COM | 11120U105 | 3,702,302 | $102,480 | 1.66% |
| 25 | AVALONBAY CMNTYS INC COM | AWX | 509,274 | $98,376 | 1.59% |
| 26 | NEXTERA ENERGY INC COM | NEE-PW | 1,301,306 | $98,236 | 1.59% |
| 27 | BROADCOM INC COM | AVGO | 293,550 | $96,845 | 1.57% |
| 28 | ALBEMARLE CORP COM | ALB-PA | 1,185,005 | $96,080 | 1.55% |
| 29 | ALEXANDRIA REAL ESTATE EQ IN COM | 015271109 | 1,130,962 | $94,254 | 1.53% |
| 30 | APPLE INC COM | AAPL | 339,229 | $86,378 | 1.40% |
| 31 | AGREE RLTY CORP COM | 008492100 | 1,169,027 | $83,048 | 1.34% |
| 32 | CORTEVA INC COM | CTVA | 1,223,444 | $82,742 | 1.34% |
| 33 | ESSENTIAL PPTYS RLTY TR INC COM | 29670E107 | 2,740,968 | $81,571 | 1.32% |
| 34 | DIGITAL RLTY TR INC COM | 253868103 | 434,240 | $75,071 | 1.21% |
| 35 | ELI LILLY CO COM | LLY | 96,769 | $73,835 | 1.19% |
| 36 | REXFORD INDL RLTY INC COM | 76169C100 | 1,785,723 | $73,411 | 1.19% |
| 37 | MACERICH CO COM | MAC | 4,022,858 | $73,216 | 1.18% |
| 38 | SYNOPSYS INC COM | SNPS | 140,654 | $69,397 | 1.12% |
| 39 | RYMAN HOSPITALITY PPTYS INC COM | 78377T107 | 741,834 | $66,461 | 1.08% |
| 40 | VISA INC COM CL A | V | 186,515 | $63,672 | 1.03% |
| 41 | ROPER TECHNOLOGIES INC COM | ROP | 120,496 | $60,090 | 0.97% |
| 42 | ARGENX SE SPONSORED ADR | ARGX | 76,699 | $56,570 | 0.92% |
| 43 | AMERICOLD REALTY TRUST INC COM | COLD | 4,619,178 | $56,539 | 0.91% |
| 44 | CADENCE DESIGN SYSTEM INC COM | CDNS | 158,267 | $55,593 | 0.90% |
| 45 | ADVANCED DRAIN SYS INC DEL COM | 00790R104 | 388,484 | $53,883 | 0.87% |
| 46 | REGENERON PHARMACEUTICALS COM | REGN | 92,584 | $52,057 | 0.84% |
| 47 | ARCHER DANIELS MIDLAND CO COM | ADM | 830,238 | $49,598 | 0.80% |
| 48 | MCCORMICK CO INC COM NON VTG | MKC-V | 677,573 | $45,336 | 0.73% |
| 49 | WASTE CONNECTIONS INC COM | WCN | 254,155 | $44,680 | 0.72% |
| 50 | CUBESMART COM | CUBE | 943,848 | $38,377 | 0.62% |
| 51 | IQVIA HLDGS INC COM | IQV | 198,698 | $37,741 | 0.61% |
| 52 | TETRA TECH INC NEW COM | TTEK | 1,099,907 | $36,715 | 0.59% |
| 53 | PUBLIC STORAGE OPER CO COM | PSA-PS | 110,593 | $31,945 | 0.52% |
| 54 | ADECOAGRO S A COM | AGRO | 4,047,287 | $31,731 | 0.51% |
| 55 | APTIV PLC COM SHS | APTV | 363,521 | $31,343 | 0.51% |
| 56 | BIOMARIN PHARMACEUTICAL INC COM | BMRN | 517,991 | $28,054 | 0.45% |
| 57 | INTUITIVE SURGICAL INC COM NEW | ISRG | 62,273 | $27,850 | 0.45% |
| 58 | SOLAREDGE TECHNOLOGIES INC COM | SEDG | 660,481 | $24,438 | 0.40% |
| 59 | TRANE TECHNOLOGIES PLC SHS | TT | 55,542 | $23,437 | 0.38% |
| 60 | CAMDEN PPTY TR SH BEN INT | 133131102 | 210,852 | $22,515 | 0.36% |
| 61 | HOST HOTELS RESORTS INC COM | HST | 1,227,288 | $20,888 | 0.34% |
| 62 | JOHNSON CTLS INTL PLC SHS | G51502105 | 186,729 | $20,531 | 0.33% |
| 63 | FMC CORP COM NEW | FMC | 521,835 | $17,549 | 0.28% |
| 64 | CARETRUST REIT INC COM | CTRE | 492,976 | $17,096 | 0.28% |
| 65 | CORE MAIN INC CL A | CNM | 298,500 | $16,068 | 0.26% |
| 66 | HAIN CELESTIAL GROUP INC COM | HAIN | 4,183,854 | $6,610 | 0.11% |