Filed: 2/10/2025ACC: 0001472190-25-000001
📋 What this filing means
PGGM INVESTMENTS filed this quarterly 13F‑HR report disclosing 345 equity positions with a total reported market value of $7.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
345
Positions
$7.52M
Total AUM (reported)
93.25M
Total Shares
Allocation by class
COM$6.61M87.8%
CLASS A$527.9K7.0%
SHS$269.3K3.6%
ADR$34.9K0.5%
ADS$33.9K0.5%
CLASS B$26.2K0.3%
ORD$20.5K0.3%
Portfolio Concentration
Top 3$998.2K13.3%
4–10$1.37M18.2%
11–25$1.84M24.4%
Rest$3.32M44.2%
Top 3 weight
13.3%
Top 10 weight
31.4%
Voting Authority Distribution
Total shares with voting rights: 93.10M
Sole
Full voting authority
93.10M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole345
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings345
Rows:
EQUINIX INC COM
SOLEShares416.17K
TypeSH
Market value$392.4K
5.22%
Sole
416.17K
Shared
0.00
None
0.00
WELLTOWER INC COM
SOLEShares2.57M
TypeSH
Market value$324.3K
4.31%
Sole
2.57M
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares1.12M
TypeSH
Market value$281.6K
3.74%
Sole
1.12M
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares1.87M
TypeSH
Market value$251.5K
3.34%
Sole
1.87M
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW COM
SOLEShares1.24M
TypeSH
Market value$213.2K
2.84%
Sole
1.24M
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares1.98M
TypeSH
Market value$208.9K
2.78%
Sole
1.98M
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC COM
SOLEShares1.32M
TypeSH
Market value$196.8K
2.62%
Sole
1.32M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares429.73K
TypeSH
Market value$181.1K
2.41%
Sole
429.73K
Shared
0.00
None
0.00
INVITATION HOMES INC COM
SOLEShares5.11M
TypeSH
Market value$163.3K
2.17%
Sole
5.11M
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares793.26K
TypeSH
Market value$150.2K
2.00%
Sole
793.26K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC COM
SOLEShares7.17M
TypeSH
Market value$145.3K
1.93%
Sole
7.17M
Shared
0.00
None
0.00
SUN CMNTYS INC COM
SOLEShares1.17M
TypeSH
Market value$143.7K
1.91%
Sole
1.17M
Shared
0.00
None
0.00
WP CAREY INC COM
SOLEShares2.60M
TypeSH
Market value$141.6K
1.88%
Sole
2.60M
Shared
0.00
None
0.00
UDR INC COM
SOLEShares3.16M
TypeSH
Market value$137.3K
1.83%
Sole
3.16M
Shared
0.00
None
0.00
REGENCY CTRS CORP COM
SOLEShares1.77M
TypeSH
Market value$130.6K
1.74%
Sole
1.77M
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC COM
SOLEShares1.92M
TypeSH
Market value$127.8K
1.70%
Sole
1.92M
Shared
0.00
None
0.00
REXFORD INDL RLTY INC COM
SOLEShares3.30M
TypeSH
Market value$127.7K
1.70%
Sole
3.30M
Shared
0.00
None
0.00
KILROY RLTY CORP COM
SOLEShares2.96M
TypeSH
Market value$119.6K
1.59%
Sole
2.96M
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC COM
SOLEShares5.56M
TypeSH
Market value$119.0K
1.58%
Sole
5.56M
Shared
0.00
None
0.00
IRON MTN INC DEL COM
SOLEShares1.08M
TypeSH
Market value$114.0K
1.52%
Sole
1.08M
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares194.46K
TypeSH
Market value$113.9K
1.51%
Sole
194.46K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares515.19K
TypeSH
Market value$113.0K
1.50%
Sole
515.19K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares204.32K
TypeSH
Market value$106.3K
1.41%
Sole
204.32K
Shared
0.00
None
0.00
MEDTRONIC PLC SHS
SOLEShares1.24M
TypeSH
Market value$99.3K
1.32%
Sole
1.24M
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC COM
SOLEShares3.47M
TypeSH
Market value$96.6K
1.28%
Sole
3.47M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
EQUINIX INC COMSOLE | COM | 416.17K | SH | $392.4K 5.22% | 416.17K | 0.00 | 0.00 |
WELLTOWER INC COMSOLE | COM | 2.57M | SH | $324.3K 4.31% | 2.57M | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 1.12M | SH | $281.6K 3.74% | 1.12M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 1.87M | SH | $251.5K 3.34% | 1.87M | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEW COMSOLE | COM | 1.24M | SH | $213.2K 2.84% | 1.24M | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | COM | 1.98M | SH | $208.9K 2.78% | 1.98M | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC COMSOLE | COM | 1.32M | SH | $196.8K 2.62% | 1.32M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 429.73K | SH | $181.1K 2.41% | 429.73K | 0.00 | 0.00 |
INVITATION HOMES INC COMSOLE | COM | 5.11M | SH | $163.3K 2.17% | 5.11M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CLASS A | 793.26K | SH | $150.2K 2.00% | 793.26K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INC COMSOLE | COM | 7.17M | SH | $145.3K 1.93% | 7.17M | 0.00 | 0.00 |
SUN CMNTYS INC COMSOLE | COM | 1.17M | SH | $143.7K 1.91% | 1.17M | 0.00 | 0.00 |
WP CAREY INC COMSOLE | COM | 2.60M | SH | $141.6K 1.88% | 2.60M | 0.00 | 0.00 |
UDR INC COMSOLE | COM | 3.16M | SH | $137.3K 1.83% | 3.16M | 0.00 | 0.00 |
REGENCY CTRS CORP COMSOLE | COM | 1.77M | SH | $130.6K 1.74% | 1.77M | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INC COMSOLE | COM | 1.92M | SH | $127.8K 1.70% | 1.92M | 0.00 | 0.00 |
REXFORD INDL RLTY INC COMSOLE | COM | 3.30M | SH | $127.7K 1.70% | 3.30M | 0.00 | 0.00 |
KILROY RLTY CORP COMSOLE | COM | 2.96M | SH | $119.6K 1.59% | 2.96M | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INC COMSOLE | COM | 5.56M | SH | $119.0K 1.58% | 5.56M | 0.00 | 0.00 |
IRON MTN INC DEL COMSOLE | COM | 1.08M | SH | $114.0K 1.52% | 1.08M | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | CLASS A | 194.46K | SH | $113.9K 1.51% | 194.46K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 515.19K | SH | $113.0K 1.50% | 515.19K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 204.32K | SH | $106.3K 1.41% | 204.32K | 0.00 | 0.00 |
MEDTRONIC PLC SHSSOLE | SHS | 1.24M | SH | $99.3K 1.32% | 1.24M | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INC COMSOLE | COM | 3.47M | SH | $96.6K 1.28% | 3.47M | 0.00 | 0.00 |
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