PGGM Investments
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| LINDE PLC SHS(LIN) | 0 | 304,112 | +304,112 | 0 | 150,767 | 2.64% | +150,767 |
| ASTRAZENECA PLC(AZN) | 0 | 645,456 | +645,456 | 0 | 94,817 | 1.66% | +94,817 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW(FRT) | 0 | 812,293 | +812,293 | 0 | 86,274 | 1.51% | +86,274 |
| MEDTRONIC PLC SHS(MDT) | 0 | 910,258 | +910,258 | 0 | 78,874 | 1.38% | +78,874 |
| VERALTO CORP COM SHS(VLTO) | 0 | 701,938 | +701,938 | 0 | 62,065 | 1.09% | +62,065 |
| VISA INC COM CL A(V) | 0 | 201,217 | +201,217 | 0 | 60,816 | 1.07% | +60,816 |
| AMERICAN HOMES 4 RENT CL A(AMH) | 0 | 1,680,955 | +1,680,955 | 0 | 46,932 | 0.82% | +46,932 |
| COUSINS PPTYS INC COM NEW(CUZ) | 0 | 1,372,198 | +1,372,198 | 0 | 30,971 | 0.54% | +30,971 |
| INTUITIVE SURGICAL INC COM NEW | 0 | 62,273 | +62,273 | 0 | 28,707 | 0.50% | +28,707 |
| EQUINIX INC COM(EQIX) | 0 | 305,073 | +305,073 | 0 | 299,045 | 5.24% | +299,045 |
| APTIV PLC COM SHS(APTV) | 0 | 223,372 | +223,372 | 0 | 15,511 | 0.27% | +15,511 |
| SOLAREDGE TECHNOLOGIES INC COM(SEDG) | 0 | 653,799 | +653,799 | 0 | 33,376 | 0.59% | +33,376 |
| ARCHER DANIELS MIDLAND CO COM | 0 | 830,238 | +830,238 | 0 | 60,350 | 1.06% | +60,350 |
| CORTEVA INC COM(CTVA) | 0 | 640,956 | +640,956 | 0 | 53,654 | 0.94% | +53,654 |
| IQVIA HLDGS INC COM(IQV) | 0 | 374,759 | +374,759 | 0 | 63,911 | 1.12% | +63,911 |
| ARGENX SE SPONSORED ADR(ARGX) | 0 | 71,514 | +71,514 | 0 | 52,223 | 0.92% | +52,223 |
| IRON MTN INC DEL COM(IRM) | 0 | 1,369,998 | +1,369,998 | 0 | 139,932 | 2.45% | +139,932 |
| PUBLIC STORAGE OPER CO COM(PSA) | 0 | 113,988 | +113,988 | 0 | 30,877 | 0.54% | +30,877 |
| PROCTER GAMBLE CO COM(PG) | 0 | 336,355 | +336,355 | 0 | 48,583 | 0.85% | +48,583 |
| REGENERON PHARMACEUTICALS COM(REGN) | 0 | 92,584 | +92,584 | 0 | 71,534 | 1.25% | +71,534 |
| HAIN CELESTIAL GROUP INC COM | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WASTE CONNECTIONS INC COM(WCN) | 0 | 454,290 | +454,290 | 0 | 73,795 | 1.29% | +73,795 |
| CORE MAIN INC CL A(CNM) | 0 | 467,436 | +467,436 | 0 | 23,091 | 0.40% | +23,091 |
| UBER TECHNOLOGIES INC COM(UBER) | 0 | 144,418 | +144,418 | 0 | 10,388 | 0.18% | +10,388 |
| DIGITAL RLTY TR INC COM(DLR) | 0 | 364,315 | +364,315 | 0 | 65,653 | 1.15% | +65,653 |
| HOST HOTELS RESORTS INC COM(HST) | 0 | 1,030,749 | +1,030,749 | 0 | 19,749 | 0.35% | +19,749 |
| HEALTHPEAK PROPERTIES INC COM(DOC) | 0 | 5,382,570 | +5,382,570 | 0 | 88,436 | 1.55% | +88,436 |
| AGREE RLTY CORP COM | 0 | 932,633 | +932,633 | 0 | 70,302 | 1.23% | +70,302 |
| ALBEMARLE CORP COM(ALB) | 0 | 909,193 | +909,193 | 0 | 163,227 | 2.86% | +163,227 |
| CUBESMART COM(CUBE) | 0 | 791,438 | +791,438 | 0 | 29,006 | 0.51% | +29,006 |
| CADENCE DESIGN SYSTEM INC COM(CDNS) | 0 | 158,267 | +158,267 | 0 | 43,978 | 0.77% | +43,978 |
| APPLE INC COM(AAPL) | 0 | 357,916 | +357,916 | 0 | 90,836 | 1.59% | +90,836 |
| NEXTERA ENERGY INC COM(NEE) | 0 | 1,180,318 | +1,180,318 | 0 | 109,628 | 1.92% | +109,628 |
| TETRA TECH INC NEW COM(TTEK) | 0 | 1,253,857 | +1,253,857 | 0 | 37,766 | 0.66% | +37,766 |
| BROADCOM INC COM(AVGO) | 0 | 235,723 | +235,723 | 0 | 72,959 | 1.28% | +72,959 |
| NVIDIA CORPORATION COM(NVDA) | 0 | 726,231 | +726,231 | 0 | 126,655 | 2.22% | +126,655 |
| BRIXMOR PPTY GROUP INC COM(BRX) | 0 | 3,062,353 | +3,062,353 | 0 | 88,196 | 1.55% | +88,196 |
| SYNOPSYS INC COM(SNPS) | 0 | 140,654 | +140,654 | 0 | 55,766 | 0.98% | +55,766 |
| MACERICH CO COM(MAC) | 0 | 3,370,522 | +3,370,522 | 0 | 63,703 | 1.12% | +63,703 |
| ROPER TECHNOLOGIES INC COM(ROP) | 0 | 120,496 | +120,496 | 0 | 42,639 | 0.75% | +42,639 |
| REXFORD INDL RLTY INC COM(REXR) | 0 | 823,674 | +823,674 | 0 | 26,959 | 0.47% | +26,959 |
| VENTAS INC COM(VTR) | 0 | 1,070,352 | +1,070,352 | 0 | 87,533 | 1.53% | +87,533 |
| ESSENTIAL PPTYS RLTY TR INC COM | 0 | 2,298,189 | +2,298,189 | 0 | 69,773 | 1.22% | +69,773 |
| SUNRUN INC COM(RUN) | 0 | 9,546,965 | +9,546,965 | 0 | 129,457 | 2.27% | +129,457 |
| MCCORMICK CO INC COM NON VTG(MKC) | 0 | 746,607 | +746,607 | 0 | 37,659 | 0.66% | +37,659 |
| RYMAN HOSPITALITY PPTYS INC COM(RHP) | 0 | 658,425 | +658,425 | 0 | 60,753 | 1.07% | +60,753 |
| ALPHABET INC CAP STK CL A(GOOG) | 0 | 543,993 | +543,993 | 0 | 156,431 | 2.74% | +156,431 |
| AMERICOLD REALTY TRUST INC COM(COLD) | 0 | 3,872,569 | +3,872,569 | 0 | 44,380 | 0.78% | +44,380 |
| ELI LILLY CO COM(LLY) | 0 | 131,807 | +131,807 | 0 | 121,232 | 2.13% | +121,232 |
| ADECOAGRO S A COM | 0 | 1,030,557 | +1,030,557 | 0 | 15,479 | 0.27% | +15,479 |
| APTIV PLC COM SHS(APTV) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| HEALTHCARE RLTY TR CL A COM(HR) | 0 | 5,607,134 | +5,607,134 | 0 | 95,265 | 1.67% | +95,265 |
| ABBOTT LABORATORIES COM | 0 | 810,054 | +810,054 | 0 | 83,168 | 1.46% | +83,168 |
| AVALONBAY CMNTYS INC COM | 0 | 743,501 | +743,501 | 0 | 121,451 | 2.13% | +121,451 |
| ALEXANDRIA REAL ESTATE EQ IN COM | 0 | 743,471 | +743,471 | 0 | 34,512 | 0.61% | +34,512 |
| TRANE TECHNOLOGIES PLC SHS(TT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| JOHNSON CTLS INTL PLC SHS | 0 | 0 | 0 | 0 | 0 | — | 0 |
| PROLOGIS INC. COM(PLD) | 0 | 2,282,385 | +2,282,385 | 0 | 301,686 | 5.29% | +301,686 |
| ADVANCED DRAIN SYS INC DEL COM(WMS) | 0 | 190,291 | +190,291 | 0 | 26,095 | 0.46% | +26,095 |
| SIMON PPTY GROUP INC NEW COM(SPG) | 0 | 638,078 | +638,078 | 0 | 119,021 | 2.09% | +119,021 |
| EQUITY LIFESTYLE PROPERTIES COM(ELS) | 0 | 875,921 | +875,921 | 0 | 54,675 | 0.96% | +54,675 |
| EXTRA SPACE STORAGE INC COM(EXR) | 0 | 1,197,251 | +1,197,251 | 0 | 156,996 | 2.75% | +156,996 |
| ILLUMINA INC COM(ILMN) | 0 | 990,475 | +990,475 | 0 | 122,086 | 2.14% | +122,086 |
| WELLTOWER INC COM(WELL) | 0 | 1,751,383 | +1,751,383 | 0 | 346,266 | 6.07% | +346,266 |
| HDFC BANK LTD SPONSORED ADS(HDB) | 0 | 4,275,216 | +4,275,216 | 0 | 106,367 | 1.86% | +106,367 |
| UDR INC COM(UDR) | 0 | 3,469,122 | +3,469,122 | 0 | 117,187 | 2.05% | +117,187 |
| FIRST INDL RLTY TR INC COM(FR) | 0 | 1,135,312 | +1,135,312 | 0 | 65,678 | 1.15% | +65,678 |
| INTUITIVE SURGICAL INC COM NEW | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MICROSOFT CORP COM(MSFT) | 0 | 421,020 | +421,020 | 0 | 155,849 | 2.73% | +155,849 |
| THERMO FISHER SCIENTIFIC INC COM(TMO) | 0 | 309,197 | +309,197 | 0 | 151,980 | 2.66% | +151,980 |
| KILROY REALTY CORP COM(KRC) | 0 | 1,488,479 | +1,488,479 | 0 | 41,990 | 0.74% | +41,990 |
| VISA INC COM CL A(V) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| INVITATION HOMES INC COM(INVH) | 0 | 2,761,424 | +2,761,424 | 0 | 68,621 | 1.20% | +68,621 |
| MEDTRONIC PLC SHS(MDT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| FEDERAL RLTY INVT TR NEW SH BEN INT NEW(FRT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| LINDE PLC SHS(LIN) | 0 | 0 | 0 | 0 | 0 | — | 0 |