PGGM INVESTMENTS

PrivateCIK: 1472190

Location

ZEIST, P7

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

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% 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

SOLE

COM

Shares1.75M

TypeSH

Market value$346.3K

6.07%

Sole

1.75M

Shared

0.00

None

0.00

PROLOGIS INC. COM

SOLE

COM

Shares2.28M

TypeSH

Market value$301.7K

5.29%

Sole

2.28M

Shared

0.00

None

0.00

EQUINIX INC COM

SOLE

COM

Shares305.07K

TypeSH

Market value$299.0K

5.24%

Sole

305.07K

Shared

0.00

None

0.00

ALBEMARLE CORP COM

SOLE

COM

Shares909.19K

TypeSH

Market value$163.2K

2.86%

Sole

909.19K

Shared

0.00

None

0.00

EXTRA SPACE STORAGE INC COM

SOLE

COM

Shares1.20M

TypeSH

Market value$157.0K

2.75%

Sole

1.20M

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL A

SOLE

CLASS A

Shares543.99K

TypeSH

Market value$156.4K

2.74%

Sole

543.99K

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

COM

Shares421.02K

TypeSH

Market value$155.8K

2.73%

Sole

421.02K

Shared

0.00

None

0.00

THERMO FISHER SCIENTIFIC INC COM

SOLE

COM

Shares309.20K

TypeSH

Market value$152.0K

2.66%

Sole

309.20K

Shared

0.00

None

0.00

LINDE PLC SHS

SOLE

COM

Shares304.11K

TypeSH

Market value$150.8K

2.64%

Sole

304.11K

Shared

0.00

None

0.00

IRON MTN INC DEL COM

SOLE

COM

Shares1.37M

TypeSH

Market value$139.9K

2.45%

Sole

1.37M

Shared

0.00

None

0.00

SUNRUN INC COM

SOLE

COM

Shares9.55M

TypeSH

Market value$129.5K

2.27%

Sole

9.55M

Shared

0.00

None

0.00

NVIDIA CORPORATION COM

SOLE

COM

Shares726.23K

TypeSH

Market value$126.7K

2.22%

Sole

726.23K

Shared

0.00

None

0.00

ILLUMINA INC COM

SOLE

COM

Shares990.48K

TypeSH

Market value$122.1K

2.14%

Sole

990.48K

Shared

0.00

None

0.00

AVALONBAY CMNTYS INC COM

SOLE

COM

Shares743.50K

TypeSH

Market value$121.5K

2.13%

Sole

743.50K

Shared

0.00

None

0.00

ELI LILLY CO COM

SOLE

COM

Shares131.81K

TypeSH

Market value$121.2K

2.13%

Sole

131.81K

Shared

0.00

None

0.00

SIMON PPTY GROUP INC NEW COM

SOLE

COM

Shares638.08K

TypeSH

Market value$119.0K

2.09%

Sole

638.08K

Shared

0.00

None

0.00

UDR INC COM

SOLE

COM

Shares3.47M

TypeSH

Market value$117.2K

2.05%

Sole

3.47M

Shared

0.00

None

0.00

NEXTERA ENERGY INC COM

SOLE

COM

Shares1.18M

TypeSH

Market value$109.6K

1.92%

Sole

1.18M

Shared

0.00

None

0.00

HDFC BANK LTD SPONSORED ADS

SOLE

ADS

Shares4.28M

TypeSH

Market value$106.4K

1.86%

Sole

4.28M

Shared

0.00

None

0.00

HEALTHCARE RLTY TR CL A COM

SOLE

COM

Shares5.61M

TypeSH

Market value$95.3K

1.67%

Sole

5.61M

Shared

0.00

None

0.00

ASTRAZENECA PLC

SOLE

ORD

Shares645.46K

TypeSH

Market value$94.8K

1.66%

Sole

645.46K

Shared

0.00

None

0.00

APPLE INC COM

SOLE

COM

Shares357.92K

TypeSH

Market value$90.8K

1.59%

Sole

357.92K

Shared

0.00

None

0.00

HEALTHPEAK PROPERTIES INC COM

SOLE

COM

Shares5.38M

TypeSH

Market value$88.4K

1.55%

Sole

5.38M

Shared

0.00

None

0.00

BRIXMOR PPTY GROUP INC COM

SOLE

COM

Shares3.06M

TypeSH

Market value$88.2K

1.55%

Sole

3.06M

Shared

0.00

None

0.00

VENTAS INC COM

SOLE

COM

Shares1.07M

TypeSH

Market value$87.5K

1.53%

Sole

1.07M

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
WELLTOWER INC COMSOLE	COM	1.75M	SH	$346.3K 6.07%	1.75M
PROLOGIS INC. COMSOLE	COM	2.28M	SH	$301.7K 5.29%	2.28M
EQUINIX INC COMSOLE	COM	305.07K	SH	$299.0K 5.24%	305.07K
ALBEMARLE CORP COMSOLE	COM	909.19K	SH	$163.2K 2.86%	909.19K
EXTRA SPACE STORAGE INC COMSOLE	COM	1.20M	SH	$157.0K 2.75%	1.20M
ALPHABET INC CAP STK CL ASOLE	CLASS A	543.99K	SH	$156.4K 2.74%	543.99K
MICROSOFT CORP COMSOLE	COM	421.02K	SH	$155.8K 2.73%	421.02K
THERMO FISHER SCIENTIFIC INC COMSOLE	COM	309.20K	SH	$152.0K 2.66%	309.20K
LINDE PLC SHSSOLE	COM	304.11K	SH	$150.8K 2.64%	304.11K
IRON MTN INC DEL COMSOLE	COM	1.37M	SH	$139.9K 2.45%	1.37M
SUNRUN INC COMSOLE	COM	9.55M	SH	$129.5K 2.27%	9.55M
NVIDIA CORPORATION COMSOLE	COM	726.23K	SH	$126.7K 2.22%	726.23K
ILLUMINA INC COMSOLE	COM	990.48K	SH	$122.1K 2.14%	990.48K
AVALONBAY CMNTYS INC COMSOLE	COM	743.50K	SH	$121.5K 2.13%	743.50K
ELI LILLY CO COMSOLE	COM	131.81K	SH	$121.2K 2.13%	131.81K
SIMON PPTY GROUP INC NEW COMSOLE	COM	638.08K	SH	$119.0K 2.09%	638.08K
UDR INC COMSOLE	COM	3.47M	SH	$117.2K 2.05%	3.47M
NEXTERA ENERGY INC COMSOLE	COM	1.18M	SH	$109.6K 1.92%	1.18M
HDFC BANK LTD SPONSORED ADSSOLE	ADS	4.28M	SH	$106.4K 1.86%	4.28M
HEALTHCARE RLTY TR CL A COMSOLE	COM	5.61M	SH	$95.3K 1.67%	5.61M
ASTRAZENECA PLCSOLE	ORD	645.46K	SH	$94.8K 1.66%	645.46K
APPLE INC COMSOLE	COM	357.92K	SH	$90.8K 1.59%	357.92K
HEALTHPEAK PROPERTIES INC COMSOLE	COM	5.38M	SH	$88.4K 1.55%	5.38M
BRIXMOR PPTY GROUP INC COMSOLE	COM	3.06M	SH	$88.2K 1.55%	3.06M
VENTAS INC COMSOLE	COM	1.07M	SH	$87.5K 1.53%	1.07M

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