PGGM Investments Q1 2025 Filing
Filed May 12, 2025
Portfolio Value
$7.4B
Holdings
347
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (347 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWELLTOWER INC COM | 2,641,471 | $404.7M | 5.46% | |
| 2 | EQIXEQUINIX INC COM | 372,032 | $303.3M | 4.09% | |
| 3 | AAPLAPPLE INC COM | 1,046,503 | $232.5M | 3.13% | |
| 4 | PLDPROLOGIS INC. COM | 1,994,849 | $223.0M | 3.01% | |
| 5 | NVDANVIDIA CORPORATION COM | 1,904,080 | $206.4M | 2.78% | |
| 6 | EXREXTRA SPACE STORAGE INC COM | 1,382,549 | $205.3M | 2.77% | |
| 7 | INVHINVITATION HOMES INC COM | 5,030,685 | $175.3M | 2.36% | |
| 8 | MSFTMICROSOFT CORP COM | 426,709 | $160.2M | 2.16% | |
| 9 | UDRUDR INC COM | 3,349,655 | $151.3M | 2.04% | |
| 10 | DOCHEALTHPEAK PROPERTIES INC COM | 7,374,728 | $149.1M | 2.01% | |
| 11 | SPGSIMON PPTY GROUP INC NEW COM | 859,843 | $142.8M | 1.93% | |
| 12 | IRMIRON MTN INC DEL COM | 1,597,968 | $137.5M | 1.85% | |
| 13 | REXRREXFORD INDL RLTY INC COM | 3,302,781 | $129.3M | 1.74% | |
| 14 | ELSEQUITY LIFESTYLE PPTYS INC COM | 1,917,832 | $127.9M | 1.72% | |
| 15 | COLDAMERICOLD REALTY TRUST INC COM | 5,876,782 | $126.1M | 1.70% | |
| 16 | GOOGLALPHABET INC CAP STK CL A | 793,264 | $122.7M | 1.65% | |
| 17 | METAMETA PLATFORMS INC CL A | 188,080 | $108.4M | 1.46% | |
| 18 | MDTMEDTRONIC PLC SHS | 1,150,332 | $103.4M | 1.39% | |
| 19 | AMZNAMAZON COM INC COM | 531,307 | $101.1M | 1.36% | |
| 20 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 1,006,663 | $98.5M | 1.33% | |
| 21 | TMOTHERMO FISHER SCIENTIFIC INC COM | 189,875 | $94.5M | 1.27% | |
| 22 | AREALEXANDRIA REAL ESTATE EQ IN COM | 1,019,059 | $94.3M | 1.27% | |
| 23 | KRCKILROY RLTY CORP COM | 2,865,769 | $93.9M | 1.27% | |
| 24 | EPRTESSENTIAL PPTYS RLTY TR INC COM | 2,872,904 | $93.8M | 1.26% | |
| 25 | ABTABBOTT LABS COM | 659,670 | $87.5M | 1.18% | |
| 26 | BRXBRIXMOR PPTY GROUP INC COM | 3,086,961 | $82.0M | 1.11% | |
| 27 | CPTCAMDEN PPTY TR SH BEN INT | 669,541 | $81.9M | 1.10% | |
| 28 | ADCAGREE RLTY CORP COM | 956,246 | $73.8M | 1.00% | |
| 29 | LINLINDE PLC SHS | 149,012 | $69.4M | 0.94% | |
| 30 | JPMJPMORGAN CHASE CO. COM | 275,567 | $67.6M | 0.91% | |
| 31 | MAMASTERCARD INCORPORATED CL A | 113,821 | $62.4M | 0.84% | |
| 32 | MACMACERICH CO COM | 3,470,664 | $59.6M | 0.80% | |
| 33 | FQIDIGITAL RLTY TR INC COM | 403,874 | $57.9M | 0.78% | |
| 34 | SUISUN CMNTYS INC COM | 432,595 | $55.6M | 0.75% | |
| 35 | AGROADECOAGRO S A COM | 4,500,000 | $50.3M | 0.68% | |
| 36 | RHPRYMAN HOSPITALITY PPTYS INC COM | 530,200 | $48.5M | 0.65% | |
| 37 | ROPROPER TECHNOLOGIES INC COM | 80,049 | $47.2M | 0.64% | |
| 38 | HDBHDFC BANK LTD SPONSORED ADS | 693,362 | $46.1M | 0.62% | |
| 39 | PSAPUBLIC STORAGE OPER CO COM | 153,039 | $45.8M | 0.62% | |
| 40 | CTVACORTEVA INC COM | 726,244 | $45.7M | 0.62% | |
| 41 | NFLXNETFLIX INC COM | 47,624 | $44.4M | 0.60% | |
| 42 | HSTHOST HOTELS RESORTS INC COM | 3,110,579 | $44.2M | 0.60% | |
| 43 | BKNGBOOKING HOLDINGS INC COM | 9,372 | $43.2M | 0.58% | |
| 44 | ILMNILLUMINA INC COM | 534,435 | $42.4M | 0.57% | |
| 45 | ALBALBEMARLE CORP COM | 561,949 | $40.5M | 0.55% | |
| 46 | CUBECUBESMART COM | 943,848 | $40.3M | 0.54% | |
| 47 | AMHAMERICAN HOMES 4 RENT CL A | 1,062,538 | $40.2M | 0.54% | |
| 48 | ITRIITRON INC COM | 341,177 | $35.7M | 0.48% | |
| 49 | WMTWALMART INC COM | 374,450 | $32.9M | 0.44% | |
| 50 | AVGOBROADCOM INC COM | 186,136 | $31.2M | 0.42% | |
| 51 | REGREGENCY CTRS CORP COM | 415,679 | $30.7M | 0.41% | |
| 52 | ARGXARGENX SE SPONSORED ADR | 48,799 | $28.9M | 0.39% | |
| 53 | BACBANK AMERICA CORP COM | 687,191 | $28.7M | 0.39% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 52,874 | $28.2M | 0.38% | |
| 55 | CITCINTAS CORP COM | 131,784 | $27.1M | 0.37% | |
| 56 | NEENEXTERA ENERGY INC COM | 377,303 | $26.7M | 0.36% | |
| 57 | SNPSSYNOPSYS INC COM | 59,465 | $25.5M | 0.34% | |
| 58 | BMRNBIOMARIN PHARMACEUTICAL INC COM | 349,591 | $24.7M | 0.33% | |
| 59 | FICOFAIR ISAAC CORP COM | 13,385 | $24.7M | 0.33% | |
| 60 | ITWILLINOIS TOOL WKS INC COM | 98,358 | $24.4M | 0.33% | |
| 61 | TSLATESLA INC COM | 92,796 | $24.0M | 0.32% | |
| 62 | TJXTJX COS INC NEW COM | 197,435 | $24.0M | 0.32% | |
| 63 | AXPAMERICAN EXPRESS CO COM | 87,571 | $23.6M | 0.32% | |
| 64 | TTTRANE TECHNOLOGIES PLC SHS | 67,832 | $22.9M | 0.31% | |
| 65 | VVISA INC COM CL A | 65,117 | $22.8M | 0.31% | |
| 66 | CMCSACOMCAST CORP NEW CL A | 612,782 | $22.6M | 0.30% | |
| 67 | WMSADVANCED DRAIN SYS INC DEL COM | 205,819 | $22.4M | 0.30% | |
| 68 | FMCFMC CORP COM NEW | 521,835 | $22.0M | 0.30% | |
| 69 | GWWGRAINGER W W INC COM | 22,042 | $21.8M | 0.29% | |
| 70 | GSGOLDMAN SACHS GROUP INC COM | 39,038 | $21.3M | 0.29% | |
| 71 | AFLAFLAC INC COM | 190,127 | $21.1M | 0.29% | |
| 72 | REGNREGENERON PHARMACEUTICALS COM | 32,497 | $20.6M | 0.28% | |
| 73 | ADMARCHER DANIELS MIDLAND CO COM | 426,138 | $20.5M | 0.28% | |
| 74 | MRSHMARSH MCLENNAN COS INC COM | 83,116 | $20.3M | 0.27% | |
| 75 | BSXBOSTON SCIENTIFIC CORP COM | 192,025 | $19.4M | 0.26% | |
| 76 | PGPROCTER AND GAMBLE CO COM | 109,718 | $18.7M | 0.25% | |
| 77 | TRVCCITIGROUP INC COM NEW | 261,561 | $18.6M | 0.25% | |
| 78 | QCOMQUALCOMM INC COM | 120,458 | $18.5M | 0.25% | |
| 79 | OTISOTIS WORLDWIDE CORP COM | 177,812 | $18.4M | 0.25% | |
| 80 | GDDYGODADDY INC CL A | 101,851 | $18.3M | 0.25% | |
| 81 | TAT T INC COM | 637,329 | $18.0M | 0.24% | |
| 82 | COSTCOSTCO WHSL CORP NEW COM | 19,032 | $18.0M | 0.24% | |
| 83 | VRSNVERISIGN INC COM | 68,690 | $17.4M | 0.24% | |
| 84 | HAINHAIN CELESTIAL GROUP INC COM | 4,183,854 | $17.4M | 0.23% | |
| 85 | HDHOME DEPOT INC COM | 47,092 | $17.3M | 0.23% | |
| 86 | AIGAMERICAN INTL GROUP INC COM NEW | 195,284 | $17.0M | 0.23% | |
| 87 | BKBANK NEW YORK MELLON CORP COM | 200,252 | $16.8M | 0.23% | |
| 88 | IQVIQVIA HLDGS INC COM | 92,351 | $16.3M | 0.22% | |
| 89 | FTNTFORTINET INC COM | 166,464 | $16.0M | 0.22% | |
| 90 | ADPAUTOMATIC DATA PROCESSING IN COM | 52,380 | $16.0M | 0.22% | |
| 91 | FISVFISERV INC COM | 72,222 | $15.9M | 0.22% | |
| 92 | NVRNVR INC COM | 2,188 | $15.9M | 0.21% | |
| 93 | ITGARTNER INC COM | 37,743 | $15.8M | 0.21% | |
| 94 | CBCHUBB LIMITED COM | 52,366 | $15.8M | 0.21% | |
| 95 | PLTRPALANTIR TECHNOLOGIES INC CL A | 187,148 | $15.8M | 0.21% | |
| 96 | SNASNAP ON INC COM | 46,360 | $15.6M | 0.21% | |
| 97 | A4SAMERIPRISE FINL INC COM | 32,237 | $15.6M | 0.21% | |
| 98 | GEGE AEROSPACE COM NEW | 77,862 | $15.6M | 0.21% | |
| 99 | MCKMCKESSON CORP COM | 23,145 | $15.6M | 0.21% | |
| 100 | LLOEWS CORP COM | 165,555 | $15.2M | 0.21% |
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