Filed: 5/12/2025ACC: 0001472190-25-000002
📋 What this filing means
PGGM INVESTMENTS filed this quarterly 13F‑HR report disclosing 347 equity positions with a total reported market value of $7.42M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
347
Positions
$7.42M
Total AUM (reported)
100.38M
Total Shares
Allocation by class
COM$6.18M83.3%
CLASS A$501.2K6.8%
SHS$288.0K3.9%
NEW$267.2K3.6%
INT$82.8K1.1%
ADS$46.1K0.6%
ADR$28.9K0.4%
Portfolio Concentration
Top 3$940.5K12.7%
4–10$1.27M17.1%
11–25$1.66M22.4%
Rest$3.54M47.8%
Top 3 weight
12.7%
Top 10 weight
29.8%
Voting Authority Distribution
Total shares with voting rights: 100.38M
Sole
Full voting authority
100.38M
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)
Sole347
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings347
Rows:
WELLTOWER INC COM
SOLEShares2.64M
TypeSH
Market value$404.7K
5.46%
Sole
2.64M
Shared
0.00
None
0.00
EQUINIX INC COM
SOLEShares372.03K
TypeSH
Market value$303.3K
4.09%
Sole
372.03K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares1.05M
TypeSH
Market value$232.5K
3.13%
Sole
1.05M
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares1.99M
TypeSH
Market value$223.0K
3.01%
Sole
1.99M
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares1.90M
TypeSH
Market value$206.4K
2.78%
Sole
1.90M
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC COM
SOLEShares1.38M
TypeSH
Market value$205.3K
2.77%
Sole
1.38M
Shared
0.00
None
0.00
INVITATION HOMES INC COM
SOLEShares5.03M
TypeSH
Market value$175.3K
2.36%
Sole
5.03M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares426.71K
TypeSH
Market value$160.2K
2.16%
Sole
426.71K
Shared
0.00
None
0.00
UDR INC COM
SOLEShares3.35M
TypeSH
Market value$151.3K
2.04%
Sole
3.35M
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC COM
SOLEShares7.37M
TypeSH
Market value$149.1K
2.01%
Sole
7.37M
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW COM
SOLEShares859.84K
TypeSH
Market value$142.8K
1.93%
Sole
859.84K
Shared
0.00
None
0.00
IRON MTN INC DEL COM
SOLEShares1.60M
TypeSH
Market value$137.5K
1.85%
Sole
1.60M
Shared
0.00
None
0.00
REXFORD INDL RLTY INC COM
SOLEShares3.30M
TypeSH
Market value$129.3K
1.74%
Sole
3.30M
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC COM
SOLEShares1.92M
TypeSH
Market value$127.9K
1.72%
Sole
1.92M
Shared
0.00
None
0.00
AMERICOLD REALTY TRUST INC COM
SOLEShares5.88M
TypeSH
Market value$126.1K
1.70%
Sole
5.88M
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares793.26K
TypeSH
Market value$122.7K
1.65%
Sole
793.26K
Shared
0.00
None
0.00
META PLATFORMS INC CL A
SOLEShares188.08K
TypeSH
Market value$108.4K
1.46%
Sole
188.08K
Shared
0.00
None
0.00
MEDTRONIC PLC SHS
SOLEShares1.15M
TypeSH
Market value$103.4K
1.39%
Sole
1.15M
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares531.31K
TypeSH
Market value$101.1K
1.36%
Sole
531.31K
Shared
0.00
None
0.00
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
SOLEShares1.01M
TypeSH
Market value$98.5K
1.33%
Sole
1.01M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares189.88K
TypeSH
Market value$94.5K
1.27%
Sole
189.88K
Shared
0.00
None
0.00
ALEXANDRIA REAL ESTATE EQ IN COM
SOLEShares1.02M
TypeSH
Market value$94.3K
1.27%
Sole
1.02M
Shared
0.00
None
0.00
KILROY RLTY CORP COM
SOLEShares2.87M
TypeSH
Market value$93.9K
1.27%
Sole
2.87M
Shared
0.00
None
0.00
ESSENTIAL PPTYS RLTY TR INC COM
SOLEShares2.87M
TypeSH
Market value$93.8K
1.26%
Sole
2.87M
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares659.67K
TypeSH
Market value$87.5K
1.18%
Sole
659.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INC COMSOLE | COM | 2.64M | SH | $404.7K 5.46% | 2.64M | 0.00 | 0.00 |
EQUINIX INC COMSOLE | COM | 372.03K | SH | $303.3K 4.09% | 372.03K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 1.05M | SH | $232.5K 3.13% | 1.05M | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | COM | 1.99M | SH | $223.0K 3.01% | 1.99M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 1.90M | SH | $206.4K 2.78% | 1.90M | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC COMSOLE | COM | 1.38M | SH | $205.3K 2.77% | 1.38M | 0.00 | 0.00 |
INVITATION HOMES INC COMSOLE | COM | 5.03M | SH | $175.3K 2.36% | 5.03M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 426.71K | SH | $160.2K 2.16% | 426.71K | 0.00 | 0.00 |
UDR INC COMSOLE | COM | 3.35M | SH | $151.3K 2.04% | 3.35M | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INC COMSOLE | COM | 7.37M | SH | $149.1K 2.01% | 7.37M | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEW COMSOLE | COM | 859.84K | SH | $142.8K 1.93% | 859.84K | 0.00 | 0.00 |
IRON MTN INC DEL COMSOLE | COM | 1.60M | SH | $137.5K 1.85% | 1.60M | 0.00 | 0.00 |
REXFORD INDL RLTY INC COMSOLE | COM | 3.30M | SH | $129.3K 1.74% | 3.30M | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INC COMSOLE | COM | 1.92M | SH | $127.9K 1.72% | 1.92M | 0.00 | 0.00 |
AMERICOLD REALTY TRUST INC COMSOLE | COM | 5.88M | SH | $126.1K 1.70% | 5.88M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CLASS A | 793.26K | SH | $122.7K 1.65% | 793.26K | 0.00 | 0.00 |
META PLATFORMS INC CL ASOLE | CLASS A | 188.08K | SH | $108.4K 1.46% | 188.08K | 0.00 | 0.00 |
MEDTRONIC PLC SHSSOLE | SHS | 1.15M | SH | $103.4K 1.39% | 1.15M | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | COM | 531.31K | SH | $101.1K 1.36% | 531.31K | 0.00 | 0.00 |
FEDERAL RLTY INVT TR NEW SH BEN INT NEWSOLE | NEW | 1.01M | SH | $98.5K 1.33% | 1.01M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 189.88K | SH | $94.5K 1.27% | 189.88K | 0.00 | 0.00 |
ALEXANDRIA REAL ESTATE EQ IN COMSOLE | COM | 1.02M | SH | $94.3K 1.27% | 1.02M | 0.00 | 0.00 |
KILROY RLTY CORP COMSOLE | COM | 2.87M | SH | $93.9K 1.27% | 2.87M | 0.00 | 0.00 |
ESSENTIAL PPTYS RLTY TR INC COMSOLE | COM | 2.87M | SH | $93.8K 1.26% | 2.87M | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | COM | 659.67K | SH | $87.5K 1.18% | 659.67K | 0.00 | 0.00 |
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