Filed: 10/28/2025ACC: 0001472190-25-000006
📋 What this filing means
PGGM INVESTMENTS filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $6.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$6.18M
Total AUM (reported)
94.99M
Total Shares
Allocation by class
COM$5.32M86.0%
SHS$333.2K5.4%
CLASS A$214.1K3.5%
INT$131.1K2.1%
ADS$129.8K2.1%
ADR$56.6K0.9%
Portfolio Concentration
Top 3$1.02M16.4%
4–10$1.23M19.8%
11–25$1.82M29.4%
Rest$2.12M34.3%
Top 3 weight
16.4%
Top 10 weight
36.3%
Voting Authority Distribution
Total shares with voting rights: 94.99M
Sole
Full voting authority
94.99M
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)
Sole66
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings66
Rows:
WELLTOWER INC COM
SOLEShares2.80M
TypeSH
Market value$498.9K
8.07%
Sole
2.80M
Shared
0.00
None
0.00
EQUINIX INC COM
SOLEShares372.03K
TypeSH
Market value$291.4K
4.71%
Sole
372.03K
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares1.96M
TypeSH
Market value$225.0K
3.64%
Sole
1.96M
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC COM
SOLEShares1.46M
TypeSH
Market value$205.5K
3.32%
Sole
1.46M
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares379.57K
TypeSH
Market value$196.6K
3.18%
Sole
379.57K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares391.92K
TypeSH
Market value$190.1K
3.08%
Sole
391.92K
Shared
0.00
None
0.00
IRON MTN INC DEL COM
SOLEShares1.68M
TypeSH
Market value$171.7K
2.78%
Sole
1.68M
Shared
0.00
None
0.00
INVITATION HOMES INC COM
SOLEShares5.67M
TypeSH
Market value$166.4K
2.69%
Sole
5.67M
Shared
0.00
None
0.00
UDR INC COM
SOLEShares3.98M
TypeSH
Market value$148.3K
2.40%
Sole
3.98M
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW COM
SOLEShares784.91K
TypeSH
Market value$147.3K
2.38%
Sole
784.91K
Shared
0.00
None
0.00
LINDE PLC SHS
SOLEShares304.11K
TypeSH
Market value$144.5K
2.34%
Sole
304.11K
Shared
0.00
None
0.00
SUNRUN INC COM
SOLEShares8.26M
TypeSH
Market value$142.8K
2.31%
Sole
8.26M
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC COM
SOLEShares7.37M
TypeSH
Market value$141.2K
2.29%
Sole
7.37M
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares726.23K
TypeSH
Market value$135.5K
2.19%
Sole
726.23K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares552.56K
TypeSH
Market value$134.3K
2.17%
Sole
552.56K
Shared
0.00
None
0.00
HDFC BANK LTD SPONSORED ADS
SOLEShares3.80M
TypeSH
Market value$129.8K
2.10%
Sole
3.80M
Shared
0.00
None
0.00
EQUITY LIFESTYLE PPTYS INC COM
SOLEShares2.04M
TypeSH
Market value$123.9K
2.00%
Sole
2.04M
Shared
0.00
None
0.00
FIRST INDL RLTY TR INC COM
SOLEShares2.34M
TypeSH
Market value$120.3K
1.95%
Sole
2.34M
Shared
0.00
None
0.00
MEDTRONIC PLC SHS
SOLEShares1.19M
TypeSH
Market value$113.5K
1.84%
Sole
1.19M
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares1.15M
TypeSH
Market value$109.2K
1.77%
Sole
1.15M
Shared
0.00
None
0.00
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
SOLEShares1.07M
TypeSH
Market value$108.6K
1.76%
Sole
1.07M
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares810.05K
TypeSH
Market value$108.5K
1.76%
Sole
810.05K
Shared
0.00
None
0.00
KILROY RLTY CORP COM
SOLEShares2.48M
TypeSH
Market value$104.8K
1.70%
Sole
2.48M
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC COM
SOLEShares3.70M
TypeSH
Market value$102.5K
1.66%
Sole
3.70M
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC COM
SOLEShares509.27K
TypeSH
Market value$98.4K
1.59%
Sole
509.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INC COMSOLE | COM | 2.80M | SH | $498.9K 8.07% | 2.80M | 0.00 | 0.00 |
EQUINIX INC COMSOLE | COM | 372.03K | SH | $291.4K 4.71% | 372.03K | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | COM | 1.96M | SH | $225.0K 3.64% | 1.96M | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC COMSOLE | COM | 1.46M | SH | $205.5K 3.32% | 1.46M | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 379.57K | SH | $196.6K 3.18% | 379.57K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 391.92K | SH | $190.1K 3.08% | 391.92K | 0.00 | 0.00 |
IRON MTN INC DEL COMSOLE | COM | 1.68M | SH | $171.7K 2.78% | 1.68M | 0.00 | 0.00 |
INVITATION HOMES INC COMSOLE | COM | 5.67M | SH | $166.4K 2.69% | 5.67M | 0.00 | 0.00 |
UDR INC COMSOLE | COM | 3.98M | SH | $148.3K 2.40% | 3.98M | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEW COMSOLE | COM | 784.91K | SH | $147.3K 2.38% | 784.91K | 0.00 | 0.00 |
LINDE PLC SHSSOLE | SHS | 304.11K | SH | $144.5K 2.34% | 304.11K | 0.00 | 0.00 |
SUNRUN INC COMSOLE | COM | 8.26M | SH | $142.8K 2.31% | 8.26M | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INC COMSOLE | COM | 7.37M | SH | $141.2K 2.29% | 7.37M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 726.23K | SH | $135.5K 2.19% | 726.23K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Class A | 552.56K | SH | $134.3K 2.17% | 552.56K | 0.00 | 0.00 |
HDFC BANK LTD SPONSORED ADSSOLE | ADS | 3.80M | SH | $129.8K 2.10% | 3.80M | 0.00 | 0.00 |
EQUITY LIFESTYLE PPTYS INC COMSOLE | COM | 2.04M | SH | $123.9K 2.00% | 2.04M | 0.00 | 0.00 |
FIRST INDL RLTY TR INC COMSOLE | COM | 2.34M | SH | $120.3K 1.95% | 2.34M | 0.00 | 0.00 |
MEDTRONIC PLC SHSSOLE | SHS | 1.19M | SH | $113.5K 1.84% | 1.19M | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 1.15M | SH | $109.2K 1.77% | 1.15M | 0.00 | 0.00 |
FEDERAL RLTY INVT TR NEW SH BEN INT NEWSOLE | INT | 1.07M | SH | $108.6K 1.76% | 1.07M | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | COM | 810.05K | SH | $108.5K 1.76% | 810.05K | 0.00 | 0.00 |
KILROY RLTY CORP COMSOLE | COM | 2.48M | SH | $104.8K 1.70% | 2.48M | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INC COMSOLE | COM | 3.70M | SH | $102.5K 1.66% | 3.70M | 0.00 | 0.00 |
AVALONBAY CMNTYS INC COMSOLE | COM | 509.27K | SH | $98.4K 1.59% | 509.27K | 0.00 | 0.00 |
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