Fund HoldingsPGGM Investments

Total Portfolio Value
$6.32M
Total Bought
$996.9K
Total Sold
$900.3K
Net Transaction
+$96.6K
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ALPHABET INC CAP STK CL A(GOOG)0543,993+543,99301702.70%+170
HEALTHCARE RLTY TR CL A COM(HR)06,689,638+6,689,63801131.80%+113
FEDERAL RLTY INVT TR NEW SH BEN INT NEW(FRT)01,026,327+1,026,32701031.64%+103
PROLOGIS INC. COM(PLD)1,964,5592,538,946+574,3872253245.13%+99
VENTAS INC COM(VTR)01,275,340+1,275,3400991.56%+99
ALBEMARLE CORP COM(ALB)1,185,0051,185,0050961682.65%+72
VISA INC COM CL A(V)0201,217+201,2170711.12%+71
ELI LILLY CO COM(LLY)96,769126,939+30,170741362.16%+63
PROCTER AND GAMBLE CO COM(PG)0336,355+336,3550480.76%+48
AVALONBAY CMNTYS INC COM509,274781,956+272,682981422.24%+43
ILLUMINA INC COM(ILMN)1,149,4081,149,40801091512.39%+42
INTUITIVE SURGICAL INC COM NEW062,273+62,2730350.56%+35
WASTE CONNECTIONS INC COM(WCN)254,155423,659+169,50445741.18%+30
CORE MAIN INC CL A(CNM)0467,436+467,4360240.38%+24
REGENERON PHARMACEUTICALS COM(REGN)92,58492,584052711.13%+19
NEXTERA ENERGY INC COM(NEE)1,301,3061,453,747+152,441981171.85%+18
IQVIA HLDGS INC COM(IQV)198,698243,486+44,78838550.87%+17
UBER TECHNOLOGIES INC COM(UBER)0144,418+144,4180120.19%+12
APPLE INC COM(AAPL)339,229357,916+18,68786971.54%+11
THERMO FISHER SCIENTIFIC INC COM(TMO)391,920346,371-45,5491902013.18%+11
TETRA TECH INC NEW COM(TTEK)1,099,9071,381,017+281,11037460.73%+10
HDFC BANK LTD SPONSORED ADS(HDB)3,799,9083,799,90801301392.20%+9
RYMAN HOSPITALITY PPTYS INC COM(RHP)741,834785,000+43,16666741.18%+8
MCCORMICK CO INC COM NON VTG(MKC)677,573746,607+69,03445510.81%+6
UDR INC COM(UDR)3,979,3554,133,474+154,1191481522.40%+3
AMERICOLD REALTY TRUST INC COM(COLD)4,619,1784,619,178057590.94%+3
JOHNSON CTLS INTL PLC SHS
SHS
186,729186,729021220.35%+2
MICROSOFT CORP COM(MSFT)379,569408,683+29,1141971983.13%+1
MACERICH CO COM(MAC)4,022,8584,022,858073741.18%+1
HOST HOTELS RESORTS INC COM(HST)1,227,2881,227,288021220.34%+1
ADECOAGRO S A COM
COM
4,047,2874,047,287032320.51%0
NVIDIA CORPORATION COM(NVDA)726,231726,23101361352.14%-0
ESSENTIAL PPTYS RLTY TR INC COM2,740,9682,740,968082811.29%-0
SUNRUN INC COM(RUN)8,256,9417,667,413-589,5281431412.23%-2
TRANE TECHNOLOGIES PLC SHS(TT)55,54255,542023220.34%-2
ARCHER DANIELS MIDLAND CO COM830,238830,238050480.76%-2
SIMON PPTY GROUP INC NEW COM(SPG)784,908784,90801471452.30%-2
PUBLIC STORAGE OPER CO COM(PSA)110,593113,331+2,73832290.47%-3
INVITATION HOMES INC COM(INVH)5,672,7205,868,534+195,8141661632.58%-3
SYNOPSYS INC COM(SNPS)140,654140,654069661.05%-3
CUBESMART COM(CUBE)943,848943,848038340.54%-4
ADVANCED DRAIN SYS INC DEL COM(WMS)388,484339,867-48,61754490.78%-5
SOLAREDGE TECHNOLOGIES INC COM(SEDG)660,481660,481024190.30%-5
BRIXMOR PPTY GROUP INC COM(BRX)3,702,3023,702,3020102971.54%-5
CADENCE DESIGN SYSTEM INC COM(CDNS)158,267158,267056490.78%-6
HAIN CELESTIAL GROUP INC COM4,183,854189,734-3,994,120700.00%-6
ROPER TECHNOLOGIES INC COM(ROP)120,496120,496060540.85%-6
KILROY RLTY CORP COM(KRC)2,480,5702,628,946+148,376105981.56%-7
ABBOTT LABS COM810,054810,05401081011.61%-7
DIGITAL RLTY TR INC COM(DLR)434,240434,240075671.06%-8
AGREE RLTY CORP COM1,169,0271,027,100-141,92783741.17%-9
ARGENX SE SPONSORED ADR(ARGX)76,69954,830-21,86957460.73%-10
EQUINIX INC COM(EQIX)372,032365,234-6,7982912804.43%-12
APTIV PLC COM SHS(APTV)363,521223,372-140,14931170.27%-14
LINDE PLC SHS(LIN)304,112304,11201441302.05%-15
BROADCOM INC COM(AVGO)293,550235,723-57,82797821.29%-15
CORE MAIN INC CL A(CNM)298,5000-298,500160-16
MEDTRONIC PLC SHS(MDT)1,191,2281,011,914-179,314113971.54%-16
CARETRUST REIT INC COM(CTRE)492,9760-492,976170-17
FMC CORP COM NEW(FMC)521,8350-521,835180-18
FIRST INDL RLTY TR INC COM(FR)2,337,1001,752,583-584,5171201001.59%-20
EXTRA SPACE STORAGE INC COM(EXR)1,457,7741,409,528-48,2462051842.91%-22
CAMDEN PPTY TR SH BEN INT(CPT)210,8520-210,852230-23
INTUITIVE SURGICAL INC COM NEW62,2730-62,273280-28
BIOMARIN PHARMACEUTICAL INC COM(BMRN)517,9910-517,991280-28
IRON MTN INC DEL COM(IRM)1,684,7811,657,159-27,6221721372.18%-34
REXFORD INDL RLTY INC COM(REXR)1,785,723981,766-803,95773380.60%-35
ALEXANDRIA REAL ESTATE EQ IN COM1,130,9621,130,962094550.88%-39
CORTEVA INC COM(CTVA)1,223,444640,956-582,48883430.68%-40
EQUITY LIFESTYLE PPTYS INC COM(ELS)2,041,3321,336,675-704,657124811.28%-43
HEALTHPEAK PROPERTIES INC COM(DOC)7,374,7285,703,693-1,671,035141921.45%-50
VISA INC COM CL A(V)186,5150-186,515640-64
FEDERAL RLTY INVT TR NEW SH BEN INT NEW(FRT)1,071,8150-1,071,8151090-109
WELLTOWER INC COM(WELL)2,800,7522,038,211-762,5414993785.99%-121
ALPHABET INC CAP STK CL A(GOOG)552,5640-552,5641340-134
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