Filed: 5/15/2026ACC: 0001472190-26-000002
📋 What this filing means
PGGM INVESTMENTS filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $5.70M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$5.70M
Total AUM (reported)
83.20M
Total Shares
Allocation by class
COM$5.08M89.0%
CLASS A$287.3K5.0%
ADS$106.4K1.9%
ORD$94.8K1.7%
INT$86.3K1.5%
ADR$52.2K0.9%
Portfolio Concentration
Top 3$947.0K16.6%
4–10$1.08M18.9%
11–25$1.62M28.4%
Rest$2.06M36.2%
Top 3 weight
16.6%
Top 10 weight
35.5%
Voting Authority Distribution
Total shares with voting rights: 83.20M
Sole
Full voting authority
83.20M
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)
Sole67
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings67
Rows:
WELLTOWER INC COM
SOLEShares1.75M
TypeSH
Market value$346.3K
6.07%
Sole
1.75M
Shared
0.00
None
0.00
PROLOGIS INC. COM
SOLEShares2.28M
TypeSH
Market value$301.7K
5.29%
Sole
2.28M
Shared
0.00
None
0.00
EQUINIX INC COM
SOLEShares305.07K
TypeSH
Market value$299.0K
5.24%
Sole
305.07K
Shared
0.00
None
0.00
ALBEMARLE CORP COM
SOLEShares909.19K
TypeSH
Market value$163.2K
2.86%
Sole
909.19K
Shared
0.00
None
0.00
EXTRA SPACE STORAGE INC COM
SOLEShares1.20M
TypeSH
Market value$157.0K
2.75%
Sole
1.20M
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares543.99K
TypeSH
Market value$156.4K
2.74%
Sole
543.99K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares421.02K
TypeSH
Market value$155.8K
2.73%
Sole
421.02K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC COM
SOLEShares309.20K
TypeSH
Market value$152.0K
2.66%
Sole
309.20K
Shared
0.00
None
0.00
LINDE PLC SHS
SOLEShares304.11K
TypeSH
Market value$150.8K
2.64%
Sole
304.11K
Shared
0.00
None
0.00
IRON MTN INC DEL COM
SOLEShares1.37M
TypeSH
Market value$139.9K
2.45%
Sole
1.37M
Shared
0.00
None
0.00
SUNRUN INC COM
SOLEShares9.55M
TypeSH
Market value$129.5K
2.27%
Sole
9.55M
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares726.23K
TypeSH
Market value$126.7K
2.22%
Sole
726.23K
Shared
0.00
None
0.00
ILLUMINA INC COM
SOLEShares990.48K
TypeSH
Market value$122.1K
2.14%
Sole
990.48K
Shared
0.00
None
0.00
AVALONBAY CMNTYS INC COM
SOLEShares743.50K
TypeSH
Market value$121.5K
2.13%
Sole
743.50K
Shared
0.00
None
0.00
ELI LILLY CO COM
SOLEShares131.81K
TypeSH
Market value$121.2K
2.13%
Sole
131.81K
Shared
0.00
None
0.00
SIMON PPTY GROUP INC NEW COM
SOLEShares638.08K
TypeSH
Market value$119.0K
2.09%
Sole
638.08K
Shared
0.00
None
0.00
UDR INC COM
SOLEShares3.47M
TypeSH
Market value$117.2K
2.05%
Sole
3.47M
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares1.18M
TypeSH
Market value$109.6K
1.92%
Sole
1.18M
Shared
0.00
None
0.00
HDFC BANK LTD SPONSORED ADS
SOLEShares4.28M
TypeSH
Market value$106.4K
1.86%
Sole
4.28M
Shared
0.00
None
0.00
HEALTHCARE RLTY TR CL A COM
SOLEShares5.61M
TypeSH
Market value$95.3K
1.67%
Sole
5.61M
Shared
0.00
None
0.00
ASTRAZENECA PLC
SOLEShares645.46K
TypeSH
Market value$94.8K
1.66%
Sole
645.46K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares357.92K
TypeSH
Market value$90.8K
1.59%
Sole
357.92K
Shared
0.00
None
0.00
HEALTHPEAK PROPERTIES INC COM
SOLEShares5.38M
TypeSH
Market value$88.4K
1.55%
Sole
5.38M
Shared
0.00
None
0.00
BRIXMOR PPTY GROUP INC COM
SOLEShares3.06M
TypeSH
Market value$88.2K
1.55%
Sole
3.06M
Shared
0.00
None
0.00
VENTAS INC COM
SOLEShares1.07M
TypeSH
Market value$87.5K
1.53%
Sole
1.07M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INC COMSOLE | COM | 1.75M | SH | $346.3K 6.07% | 1.75M | 0.00 | 0.00 |
PROLOGIS INC. COMSOLE | COM | 2.28M | SH | $301.7K 5.29% | 2.28M | 0.00 | 0.00 |
EQUINIX INC COMSOLE | COM | 305.07K | SH | $299.0K 5.24% | 305.07K | 0.00 | 0.00 |
ALBEMARLE CORP COMSOLE | COM | 909.19K | SH | $163.2K 2.86% | 909.19K | 0.00 | 0.00 |
EXTRA SPACE STORAGE INC COMSOLE | COM | 1.20M | SH | $157.0K 2.75% | 1.20M | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | CLASS A | 543.99K | SH | $156.4K 2.74% | 543.99K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 421.02K | SH | $155.8K 2.73% | 421.02K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INC COMSOLE | COM | 309.20K | SH | $152.0K 2.66% | 309.20K | 0.00 | 0.00 |
LINDE PLC SHSSOLE | COM | 304.11K | SH | $150.8K 2.64% | 304.11K | 0.00 | 0.00 |
IRON MTN INC DEL COMSOLE | COM | 1.37M | SH | $139.9K 2.45% | 1.37M | 0.00 | 0.00 |
SUNRUN INC COMSOLE | COM | 9.55M | SH | $129.5K 2.27% | 9.55M | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | COM | 726.23K | SH | $126.7K 2.22% | 726.23K | 0.00 | 0.00 |
ILLUMINA INC COMSOLE | COM | 990.48K | SH | $122.1K 2.14% | 990.48K | 0.00 | 0.00 |
AVALONBAY CMNTYS INC COMSOLE | COM | 743.50K | SH | $121.5K 2.13% | 743.50K | 0.00 | 0.00 |
ELI LILLY CO COMSOLE | COM | 131.81K | SH | $121.2K 2.13% | 131.81K | 0.00 | 0.00 |
SIMON PPTY GROUP INC NEW COMSOLE | COM | 638.08K | SH | $119.0K 2.09% | 638.08K | 0.00 | 0.00 |
UDR INC COMSOLE | COM | 3.47M | SH | $117.2K 2.05% | 3.47M | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 1.18M | SH | $109.6K 1.92% | 1.18M | 0.00 | 0.00 |
HDFC BANK LTD SPONSORED ADSSOLE | ADS | 4.28M | SH | $106.4K 1.86% | 4.28M | 0.00 | 0.00 |
HEALTHCARE RLTY TR CL A COMSOLE | COM | 5.61M | SH | $95.3K 1.67% | 5.61M | 0.00 | 0.00 |
ASTRAZENECA PLCSOLE | ORD | 645.46K | SH | $94.8K 1.66% | 645.46K | 0.00 | 0.00 |
APPLE INC COMSOLE | COM | 357.92K | SH | $90.8K 1.59% | 357.92K | 0.00 | 0.00 |
HEALTHPEAK PROPERTIES INC COMSOLE | COM | 5.38M | SH | $88.4K 1.55% | 5.38M | 0.00 | 0.00 |
BRIXMOR PPTY GROUP INC COMSOLE | COM | 3.06M | SH | $88.2K 1.55% | 3.06M | 0.00 | 0.00 |
VENTAS INC COMSOLE | COM | 1.07M | SH | $87.5K 1.53% | 1.07M | 0.00 | 0.00 |
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