Filed: 7/18/2025ACC: 0001472190-25-000003
📋 What this filing means
PGGM INVESTMENTS filed this quarterly 13F‑HR report disclosing 68 equity positions with a total reported market value of $5.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
68
Positions
$5.77M
Total AUM (reported)
89.75M
Total Shares
Allocation by class
COM$4.88M84.5%
SHS$353.4K6.1%
CLASS A$176.7K3.1%
INT$173.1K3.0%
ADS$145.7K2.5%
ADR$42.3K0.7%
Portfolio Concentration
Top 3$909.0K15.8%
4–10$1.17M20.3%
11–25$1.65M28.5%
Rest$2.04M35.4%
Top 3 weight
15.8%
Top 10 weight
36.1%
Voting Authority Distribution
Total shares with voting rights: 89.75M
Sole
Full voting authority
89.75M
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)
Sole68
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings68
Rows:
WELLTOWER INC COM
SOLEShares2.66M
TypeSH
Market value$409.2K
7.10%
Sole
2.66M
Shared
0.00
None
0.00
EQUINIX INC COM
SOLEShares372.03K
TypeSH
Market value$295.9K
5.13%
Sole
372.03K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC COM
SOLEShares1.38M
TypeSH
Market value$203.8K
3.53%
Sole
1.38M
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares1.92M
TypeSH
Market value$201.4K
3.49%
Sole
1.92M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares379.57K
TypeSH
Market value$188.8K
3.27%
Sole
379.57K
Shared
0.00
None
0.00
INVITATION HOMES INC COM
SOLEShares5.02M
TypeSH
Market value$164.6K
2.85%
Sole
5.02M
Shared
0.00
None
0.00
IRON MTN INC DEL COM
SOLEShares1.57M
TypeSH
Market value$160.6K
2.78%
Sole
1.57M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares391.92K
TypeSH
Market value$158.9K
2.76%
Sole
391.92K
Shared
0.00
None
0.00
UDR INC COM
SOLEShares3.68M
TypeSH
Market value$150.2K
2.60%
Sole
3.68M
Shared
0.00
None
0.00
HDFC BANK LTD SPONSORED ADS
SOLEShares1.90M
TypeSH
Market value$145.7K
2.53%
Sole
1.90M
Shared
0.00
None
0.00
LINDE PLC SHS
SOLEShares304.11K
TypeSH
Market value$142.7K
2.47%
Sole
304.11K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC COM
SOLEShares7.37M
TypeSH
Market value$129.1K
2.24%
Sole
7.37M
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW COM
SOLEShares784.91K
TypeSH
Market value$126.2K
2.19%
Sole
784.91K
Shared
0.00
None
0.00
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
SOLEShares1.25M
TypeSH
Market value$118.3K
2.05%
Sole
1.25M
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC COM
SOLEShares1.89M
TypeSH
Market value$116.7K
2.02%
Sole
1.89M
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares844.27K
TypeSH
Market value$114.8K
1.99%
Sole
844.27K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares726.23K
TypeSH
Market value$114.7K
1.99%
Sole
726.23K
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares1.15M
TypeSH
Market value$109.7K
1.90%
Sole
1.15M
Shared
0.00
None
0.00
MEDTRONIC PLC SHS
SOLEShares1.25M
TypeSH
Market value$108.8K
1.89%
Sole
1.25M
Shared
0.00
None
0.00
KILROY RLTY CORP COM
SOLEShares3.10M
TypeSH
Market value$106.4K
1.84%
Sole
3.10M
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC COM
SOLEShares478.97K
TypeSH
Market value$97.5K
1.69%
Sole
478.97K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares524.64K
TypeSH
Market value$92.5K
1.60%
Sole
524.64K
Shared
0.00
None
0.00
CORTEVA INC COM
SOLEShares1.22M
TypeSH
Market value$91.2K
1.58%
Sole
1.22M
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares1.30M
TypeSH
Market value$90.3K
1.57%
Sole
1.30M
Shared
0.00
None
0.00
ESSENTIAL PPTYS RLTY TR INC COM
SOLEShares2.74M
TypeSH
Market value$87.5K
1.52%
Sole
2.74M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INC COMSOLE | COM | 2.66M | SH | $409.2K 7.10% | 2.66M | 0.00 | 0.00 |
EQUINIX INC COMSOLE | COM | 372.03K | SH | $295.9K 5.13% | 372.03K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC COMSOLE | COM | 1.38M | SH | $203.8K 3.53% | 1.38M | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | COM | 1.92M | SH | $201.4K 3.49% | 1.92M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 379.57K | SH | $188.8K 3.27% | 379.57K | 0.00 | 0.00 |
INVITATION HOMES INC COMSOLE | COM | 5.02M | SH | $164.6K 2.85% | 5.02M | 0.00 | 0.00 |
IRON MTN INC DEL COMSOLE | COM | 1.57M | SH | $160.6K 2.78% | 1.57M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 391.92K | SH | $158.9K 2.76% | 391.92K | 0.00 | 0.00 |
UDR INC COMSOLE | COM | 3.68M | SH | $150.2K 2.60% | 3.68M | 0.00 | 0.00 |
HDFC BANK LTD SPONSORED ADSSOLE | ADS | 1.90M | SH | $145.7K 2.53% | 1.90M | 0.00 | 0.00 |
LINDE PLC SHSSOLE | SHS | 304.11K | SH | $142.7K 2.47% | 304.11K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INC COMSOLE | COM | 7.37M | SH | $129.1K 2.24% | 7.37M | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEW COMSOLE | COM | 784.91K | SH | $126.2K 2.19% | 784.91K | 0.00 | 0.00 |
FEDERAL RLTY INVT TR NEW SH BEN INT NEWSOLE | INT | 1.25M | SH | $118.3K 2.05% | 1.25M | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INC COMSOLE | COM | 1.89M | SH | $116.7K 2.02% | 1.89M | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | COM | 844.27K | SH | $114.8K 1.99% | 844.27K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 726.23K | SH | $114.7K 1.99% | 726.23K | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 1.15M | SH | $109.7K 1.90% | 1.15M | 0.00 | 0.00 |
MEDTRONIC PLC SHSSOLE | SHS | 1.25M | SH | $108.8K 1.89% | 1.25M | 0.00 | 0.00 |
KILROY RLTY CORP COMSOLE | COM | 3.10M | SH | $106.4K 1.84% | 3.10M | 0.00 | 0.00 |
AVALONBAY CMNTYS INC COMSOLE | COM | 478.97K | SH | $97.5K 1.69% | 478.97K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Class A | 524.64K | SH | $92.5K 1.60% | 524.64K | 0.00 | 0.00 |
CORTEVA INC COMSOLE | COM | 1.22M | SH | $91.2K 1.58% | 1.22M | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 1.30M | SH | $90.3K 1.57% | 1.30M | 0.00 | 0.00 |
ESSENTIAL PPTYS RLTY TR INC COMSOLE | COM | 2.74M | SH | $87.5K 1.52% | 2.74M | 0.00 | 0.00 |
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