13F HOLDINGS REPORT
PGGM Investments
Quarter ended Q4 2025 · Filed February 9, 2026 · Accession 0001472190-26-000001
Total Value
$6.3M
Positions
66
Other Managers
0
Confidential Omitted
No
Holdings (66)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WELLTOWER INC COM | WELL | 2,038,211 | $378,312 | 5.99% |
| 2 | PROLOGIS INC. COM | PLDGP | 2,538,946 | $324,122 | 5.13% |
| 3 | EQUINIX INC COM | EQIX | 365,234 | $279,828 | 4.43% |
| 4 | THERMO FISHER SCIENTIFIC INC COM | TMO | 346,371 | $200,705 | 3.18% |
| 5 | MICROSOFT CORP COM | MSFT | 408,683 | $197,647 | 3.13% |
| 6 | EXTRA SPACE STORAGE INC COM | EXR | 1,409,528 | $183,549 | 2.91% |
| 7 | ALPHABET INC CAP STK CL A | GOOG | 543,993 | $170,270 | 2.70% |
| 8 | ALBEMARLE CORP COM | ALB-PA | 1,185,005 | $167,607 | 2.65% |
| 9 | INVITATION HOMES INC COM | INVH | 5,868,534 | $163,087 | 2.58% |
| 10 | UDR INC COM | UDR | 4,133,474 | $151,616 | 2.40% |
| 11 | ILLUMINA INC COM | ILMN | 1,149,408 | $150,756 | 2.39% |
| 12 | SIMON PPTY GROUP INC NEW COM | 828806109 | 784,908 | $145,294 | 2.30% |
| 13 | AVALONBAY CMNTYS INC COM | AWX | 781,956 | $141,776 | 2.24% |
| 14 | SUNRUN INC COM | RUN | 7,667,413 | $141,080 | 2.23% |
| 15 | HDFC BANK LTD SPONSORED ADS | HDB | 3,799,908 | $138,849 | 2.20% |
| 16 | IRON MTN INC DEL COM | 46284V101 | 1,657,159 | $137,461 | 2.18% |
| 17 | ELI LILLY CO COM | LLY | 126,939 | $136,419 | 2.16% |
| 18 | NVIDIA CORPORATION COM | NVDA | 726,231 | $135,442 | 2.14% |
| 19 | LINDE PLC SHS | LIN | 304,112 | $129,670 | 2.05% |
| 20 | NEXTERA ENERGY INC COM | NEE-PW | 1,453,747 | $116,707 | 1.85% |
| 21 | HEALTHCARE RLTY TR CL A COM | 42226K105 | 6,689,638 | $113,389 | 1.80% |
| 22 | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 313745101 | 1,026,327 | $103,454 | 1.64% |
| 23 | ABBOTT LABS COM | ABLZF | 810,054 | $101,492 | 1.61% |
| 24 | FIRST INDL RLTY TR INC COM | 32054K103 | 1,752,583 | $100,370 | 1.59% |
| 25 | VENTAS INC COM | VTR | 1,275,340 | $98,686 | 1.56% |
| 26 | KILROY RLTY CORP COM | 49427F108 | 2,628,946 | $98,244 | 1.56% |
| 27 | APPLE INC COM | AAPL | 357,916 | $97,303 | 1.54% |
| 28 | MEDTRONIC PLC SHS | MDT | 1,011,914 | $97,204 | 1.54% |
| 29 | BRIXMOR PPTY GROUP INC COM | 11120U105 | 3,702,302 | $97,074 | 1.54% |
| 30 | HEALTHPEAK PROPERTIES INC COM | DOC | 5,703,693 | $91,715 | 1.45% |
| 31 | BROADCOM INC COM | AVGO | 235,723 | $81,584 | 1.29% |
| 32 | ESSENTIAL PPTYS RLTY TR INC COM | 29670E107 | 2,740,968 | $81,297 | 1.29% |
| 33 | EQUITY LIFESTYLE PPTYS INC COM | 29472R108 | 1,336,675 | $81,016 | 1.28% |
| 34 | WASTE CONNECTIONS INC COM | WCN | 423,659 | $74,293 | 1.18% |
| 35 | RYMAN HOSPITALITY PPTYS INC COM | 78377T107 | 785,000 | $74,277 | 1.18% |
| 36 | MACERICH CO COM | MAC | 4,022,858 | $74,262 | 1.18% |
| 37 | AGREE RLTY CORP COM | 008492100 | 1,027,100 | $73,982 | 1.17% |
| 38 | REGENERON PHARMACEUTICALS COM | REGN | 92,584 | $71,463 | 1.13% |
| 39 | VISA INC COM CL A | V | 201,217 | $70,569 | 1.12% |
| 40 | DIGITAL RLTY TR INC COM | 253868103 | 434,240 | $67,181 | 1.06% |
| 41 | SYNOPSYS INC COM | SNPS | 140,654 | $66,068 | 1.05% |
| 42 | AMERICOLD REALTY TRUST INC COM | COLD | 4,619,178 | $59,403 | 0.94% |
| 43 | ALEXANDRIA REAL ESTATE EQ IN COM | 015271109 | 1,130,962 | $55,349 | 0.88% |
| 44 | IQVIA HLDGS INC COM | IQV | 243,486 | $54,884 | 0.87% |
| 45 | ROPER TECHNOLOGIES INC COM | ROP | 120,496 | $53,636 | 0.85% |
| 46 | MCCORMICK CO INC COM NON VTG | MKC-V | 746,607 | $50,851 | 0.81% |
| 47 | CADENCE DESIGN SYSTEM INC COM | CDNS | 158,267 | $49,471 | 0.78% |
| 48 | ADVANCED DRAIN SYS INC DEL COM | 00790R104 | 339,867 | $49,223 | 0.78% |
| 49 | PROCTER AND GAMBLE CO COM | 742718109 | 336,355 | $48,203 | 0.76% |
| 50 | ARCHER DANIELS MIDLAND CO COM | ADM | 830,238 | $47,730 | 0.76% |
| 51 | TETRA TECH INC NEW COM | TTEK | 1,381,017 | $46,319 | 0.73% |
| 52 | ARGENX SE SPONSORED ADR | ARGX | 54,830 | $46,109 | 0.73% |
| 53 | CORTEVA INC COM | CTVA | 640,956 | $42,963 | 0.68% |
| 54 | REXFORD INDL RLTY INC COM | 76169C100 | 981,766 | $38,014 | 0.60% |
| 55 | INTUITIVE SURGICAL INC COM NEW | ISRG | 62,273 | $35,269 | 0.56% |
| 56 | CUBESMART COM | CUBE | 943,848 | $34,026 | 0.54% |
| 57 | ADECOAGRO S A COM | AGRO | 4,047,287 | $32,095 | 0.51% |
| 58 | PUBLIC STORAGE OPER CO COM | PSA-PS | 113,331 | $29,409 | 0.47% |
| 59 | CORE MAIN INC CL A | CNM | 467,436 | $24,293 | 0.38% |
| 60 | JOHNSON CTLS INTL PLC SHS | G51502105 | 186,729 | $22,361 | 0.35% |
| 61 | HOST HOTELS RESORTS INC COM | HST | 1,227,288 | $21,760 | 0.34% |
| 62 | TRANE TECHNOLOGIES PLC SHS | TT | 55,542 | $21,617 | 0.34% |
| 63 | SOLAREDGE TECHNOLOGIES INC COM | SEDG | 660,481 | $19,055 | 0.30% |
| 64 | APTIV PLC COM SHS | APTV | 223,372 | $16,996 | 0.27% |
| 65 | UBER TECHNOLOGIES INC COM | UBER | 144,418 | $11,800 | 0.19% |
| 66 | HAIN CELESTIAL GROUP INC COM | HAIN | 189,734 | $203 | 0.00% |