Filed: 2/9/2026ACC: 0001472190-26-000001
📋 What this filing means
PGGM INVESTMENTS filed this quarterly 13F‑HR report disclosing 66 equity positions with a total reported market value of $6.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
66
Positions
$6.32M
Total AUM (reported)
93.59M
Total Shares
Allocation by class
COM$5.44M86.1%
SHS$287.8K4.6%
CLASS A$265.1K4.2%
ADS$138.8K2.2%
NEW$138.7K2.2%
ADR$46.1K0.7%
Portfolio Concentration
Top 3$982.3K15.6%
4–10$1.23M19.5%
11–25$1.89M29.9%
Rest$2.21M35.0%
Top 3 weight
15.6%
Top 10 weight
35.1%
Voting Authority Distribution
Total shares with voting rights: 93.59M
Sole
Full voting authority
93.59M
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
SOLEShares2.04M
TypeSH
Market value$378.3K
5.99%
Sole
2.04M
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares2.54M
TypeSH
Market value$324.1K
5.13%
Sole
2.54M
Shared
0.00
None
0.00
EQUINIX INC COM
SOLEShares365.23K
TypeSH
Market value$279.8K
4.43%
Sole
365.23K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares346.37K
TypeSH
Market value$200.7K
3.18%
Sole
346.37K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares408.68K
TypeSH
Market value$197.6K
3.13%
Sole
408.68K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC COM
SOLEShares1.41M
TypeSH
Market value$183.5K
2.91%
Sole
1.41M
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares543.99K
TypeSH
Market value$170.3K
2.70%
Sole
543.99K
Shared
0.00
None
0.00
ALBEMARLE CORP COM
SOLEShares1.19M
TypeSH
Market value$167.6K
2.65%
Sole
1.19M
Shared
0.00
None
0.00
INVITATION HOMES INC COM
SOLEShares5.87M
TypeSH
Market value$163.1K
2.58%
Sole
5.87M
Shared
0.00
None
0.00
UDR INC COM
SOLEShares4.13M
TypeSH
Market value$151.6K
2.40%
Sole
4.13M
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares1.15M
TypeSH
Market value$150.8K
2.39%
Sole
1.15M
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW COM
SOLEShares784.91K
TypeSH
Market value$145.3K
2.30%
Sole
784.91K
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC COM
SOLEShares781.96K
TypeSH
Market value$141.8K
2.24%
Sole
781.96K
Shared
0.00
None
0.00
SUNRUN INC COM
SOLEShares7.67M
TypeSH
Market value$141.1K
2.23%
Sole
7.67M
Shared
0.00
None
0.00
HDFC BANK LTD SPONSORED ADS
SOLEShares3.80M
TypeSH
Market value$138.8K
2.20%
Sole
3.80M
Shared
0.00
None
0.00
IRON MTN INC DEL COM
SOLEShares1.66M
TypeSH
Market value$137.5K
2.18%
Sole
1.66M
Shared
0.00
None
0.00
ELI LILLY CO COM
SOLEShares126.94K
TypeSH
Market value$136.4K
2.16%
Sole
126.94K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares726.23K
TypeSH
Market value$135.4K
2.14%
Sole
726.23K
Shared
0.00
None
0.00
LINDE PLC SHS
SOLEShares304.11K
TypeSH
Market value$129.7K
2.05%
Sole
304.11K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares1.45M
TypeSH
Market value$116.7K
1.85%
Sole
1.45M
Shared
0.00
None
0.00
HEALTHCARE RLTY TR CL A COM
SOLEShares6.69M
TypeSH
Market value$113.4K
1.80%
Sole
6.69M
Shared
0.00
None
0.00
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
SOLEShares1.03M
TypeSH
Market value$103.5K
1.64%
Sole
1.03M
Shared
0.00
None
0.00
ABBOTT LABS COM
SOLEShares810.05K
TypeSH
Market value$101.5K
1.61%
Sole
810.05K
Shared
0.00
None
0.00
FIRST INDL RLTY TR INC COM
SOLEShares1.75M
TypeSH
Market value$100.4K
1.59%
Sole
1.75M
Shared
0.00
None
0.00
VENTAS INC COM
SOLEShares1.28M
TypeSH
Market value$98.7K
1.56%
Sole
1.28M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INC COMSOLE | COM | 2.04M | SH | $378.3K 5.99% | 2.04M | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | COM | 2.54M | SH | $324.1K 5.13% | 2.54M | 0.00 | 0.00 |
EQUINIX INC COMSOLE | COM | 365.23K | SH | $279.8K 4.43% | 365.23K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 346.37K | SH | $200.7K 3.18% | 346.37K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 408.68K | SH | $197.6K 3.13% | 408.68K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC COMSOLE | COM | 1.41M | SH | $183.5K 2.91% | 1.41M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CLASS A | 543.99K | SH | $170.3K 2.70% | 543.99K | 0.00 | 0.00 |
ALBEMARLE CORP COMSOLE | COM | 1.19M | SH | $167.6K 2.65% | 1.19M | 0.00 | 0.00 |
INVITATION HOMES INC COMSOLE | COM | 5.87M | SH | $163.1K 2.58% | 5.87M | 0.00 | 0.00 |
UDR INC COMSOLE | COM | 4.13M | SH | $151.6K 2.40% | 4.13M | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 1.15M | SH | $150.8K 2.39% | 1.15M | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEW COMSOLE | COM | 784.91K | SH | $145.3K 2.30% | 784.91K | 0.00 | 0.00 |
AVALONBAY CMNTYS INC COMSOLE | COM | 781.96K | SH | $141.8K 2.24% | 781.96K | 0.00 | 0.00 |
SUNRUN INC COMSOLE | COM | 7.67M | SH | $141.1K 2.23% | 7.67M | 0.00 | 0.00 |
HDFC BANK LTD SPONSORED ADSSOLE | ADS | 3.80M | SH | $138.8K 2.20% | 3.80M | 0.00 | 0.00 |
IRON MTN INC DEL COMSOLE | COM | 1.66M | SH | $137.5K 2.18% | 1.66M | 0.00 | 0.00 |
ELI LILLY CO COMSOLE | COM | 126.94K | SH | $136.4K 2.16% | 126.94K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 726.23K | SH | $135.4K 2.14% | 726.23K | 0.00 | 0.00 |
LINDE PLC SHSSOLE | SHS | 304.11K | SH | $129.7K 2.05% | 304.11K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 1.45M | SH | $116.7K 1.85% | 1.45M | 0.00 | 0.00 |
HEALTHCARE RLTY TR CL A COMSOLE | COM | 6.69M | SH | $113.4K 1.80% | 6.69M | 0.00 | 0.00 |
FEDERAL RLTY INVT TR NEW SH BEN INT NEWSOLE | NEW | 1.03M | SH | $103.5K 1.64% | 1.03M | 0.00 | 0.00 |
ABBOTT LABS COMSOLE | COM | 810.05K | SH | $101.5K 1.61% | 810.05K | 0.00 | 0.00 |
FIRST INDL RLTY TR INC COMSOLE | COM | 1.75M | SH | $100.4K 1.59% | 1.75M | 0.00 | 0.00 |
VENTAS INC COMSOLE | COM | 1.28M | SH | $98.7K 1.56% | 1.28M | 0.00 | 0.00 |
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