PGGM Investments Q2 2025 Filing
Filed July 18, 2025
Portfolio Value
$5.8B
Holdings
68
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWELLTOWER INC COM | 2,662,087 | $409.2M | 7.10% | |
| 2 | EQIXEQUINIX INC COM | 372,032 | $295.9M | 5.13% | |
| 3 | EXREXTRA SPACE STORAGE INC COM | 1,382,549 | $203.8M | 3.53% | |
| 4 | PLDPROLOGIS INC. COM | 1,915,592 | $201.4M | 3.49% | |
| 5 | MSFTMICROSOFT CORP COM | 379,569 | $188.8M | 3.27% | |
| 6 | INVHINVITATION HOMES INC COM | 5,019,181 | $164.6M | 2.85% | |
| 7 | IRMIRON MTN INC DEL COM | 1,565,792 | $160.6M | 2.78% | |
| 8 | TMOTHERMO FISHER SCIENTIFIC INC COM | 391,920 | $158.9M | 2.76% | |
| 9 | UDRUDR INC COM | 3,677,772 | $150.2M | 2.60% | |
| 10 | HDBHDFC BANK LTD SPONSORED ADS | 1,899,954 | $145.7M | 2.53% | |
| 11 | LINLINDE PLC SHS | 304,112 | $142.7M | 2.47% | |
| 12 | DOCHEALTHPEAK PROPERTIES INC COM | 7,374,728 | $129.1M | 2.24% | |
| 13 | SPGSIMON PPTY GROUP INC NEW COM | 784,908 | $126.2M | 2.19% | |
| 14 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 1,245,342 | $118.3M | 2.05% | |
| 15 | ELSEQUITY LIFESTYLE PPTYS INC COM | 1,892,266 | $116.7M | 2.02% | |
| 16 | ABTABBOTT LABS COM | 844,272 | $114.8M | 1.99% | |
| 17 | NVDANVIDIA CORPORATION COM | 726,231 | $114.7M | 1.99% | |
| 18 | ILMNILLUMINA INC COM | 1,149,408 | $109.7M | 1.90% | |
| 19 | MDTMEDTRONIC PLC SHS | 1,248,594 | $108.8M | 1.89% | |
| 20 | KRCKILROY RLTY CORP COM | 3,100,393 | $106.4M | 1.84% | |
| 21 | AVBAVALONBAY CMNTYS INC COM | 478,966 | $97.5M | 1.69% | |
| 22 | GOOGLALPHABET INC CAP STK CL A | 524,638 | $92.5M | 1.60% | |
| 23 | CTVACORTEVA INC COM | 1,223,444 | $91.2M | 1.58% | |
| 24 | NEENEXTERA ENERGY INC COM | 1,301,306 | $90.3M | 1.57% | |
| 25 | EPRTESSENTIAL PPTYS RLTY TR INC COM | 2,740,968 | $87.5M | 1.52% | |
| 26 | REXRREXFORD INDL RLTY INC COM | 2,353,863 | $83.7M | 1.45% | |
| 27 | AREALEXANDRIA REAL ESTATE EQ IN COM | 1,130,962 | $82.1M | 1.42% | |
| 28 | COLDAMERICOLD REALTY TRUST INC COM | 4,912,537 | $81.7M | 1.42% | |
| 29 | AVGOBROADCOM INC COM | 293,550 | $80.9M | 1.40% | |
| 30 | BRXBRIXMOR PPTY GROUP INC COM | 3,086,961 | $80.4M | 1.39% | |
| 31 | FRFIRST INDL RLTY TR INC COM | 1,600,623 | $77.0M | 1.34% | |
| 32 | LLYELI LILLY CO COM | 96,769 | $75.4M | 1.31% | |
| 33 | RHPRYMAN HOSPITALITY PPTYS INC COM | 741,834 | $73.2M | 1.27% | |
| 34 | FQIDIGITAL RLTY TR INC COM | 403,874 | $70.4M | 1.22% | |
| 35 | ADCAGREE RLTY CORP COM | 956,246 | $69.9M | 1.21% | |
| 36 | SNPSSYNOPSYS INC COM | 133,394 | $68.4M | 1.19% | |
| 37 | ROPROPER TECHNOLOGIES INC COM | 120,496 | $68.3M | 1.18% | |
| 38 | ALBALBEMARLE CORP COM | 1,069,924 | $67.1M | 1.16% | |
| 39 | VVISA INC COM CL A | 186,515 | $66.2M | 1.15% | |
| 40 | MACMACERICH CO COM | 4,022,858 | $65.1M | 1.13% | |
| 41 | TTTRANE TECHNOLOGIES PLC SHS | 131,114 | $57.4M | 0.99% | |
| 42 | RUNSUNRUN INC COM | 7,007,258 | $57.3M | 0.99% | |
| 43 | CPTCAMDEN PPTY TR SH BEN INT | 486,497 | $54.8M | 0.95% | |
| 44 | CDNSCADENCE DESIGN SYSTEM INC COM | 171,972 | $53.0M | 0.92% | |
| 45 | ITRIITRON INC COM | 362,558 | $47.7M | 0.83% | |
| 46 | AAPLAPPLE INC COM | 229,664 | $47.1M | 0.82% | |
| 47 | WCNWASTE CONNECTIONS INC COM | 241,155 | $45.0M | 0.78% | |
| 48 | WMSADVANCED DRAIN SYS INC DEL COM | 388,484 | $44.6M | 0.77% | |
| 49 | REGNREGENERON PHARMACEUTICALS COM | 84,397 | $44.3M | 0.77% | |
| 50 | ADMARCHER DANIELS MIDLAND CO COM | 830,238 | $43.8M | 0.76% | |
| 51 | ARGXARGENX SE SPONSORED ADR | 76,699 | $42.3M | 0.73% | |
| 52 | CUBECUBESMART COM | 943,848 | $40.1M | 0.70% | |
| 53 | PSAPUBLIC STORAGE OPER CO COM | 129,760 | $38.1M | 0.66% | |
| 54 | AGROADECOAGRO S A COM | 4,047,287 | $37.0M | 0.64% | |
| 55 | IQVIQVIA HLDGS INC COM | 198,698 | $31.3M | 0.54% | |
| 56 | TTEKTETRA TECH INC NEW COM | 831,733 | $29.9M | 0.52% | |
| 57 | BMRNBIOMARIN PHARMACEUTICAL INC COM | 517,991 | $28.5M | 0.49% | |
| 58 | ISRGINTUITIVE SURGICAL INC COM NEW | 51,425 | $27.9M | 0.48% | |
| 59 | APTVAPTIV PLC COM SHS | 363,521 | $24.8M | 0.43% | |
| 60 | FMCFMC CORP COM NEW | 521,835 | $21.8M | 0.38% | |
| 61 | MCXMCCORMICK CO INC COM NON VTG | 280,065 | $21.2M | 0.37% | |
| 62 | JCIJOHNSON CTLS INTL PLC SHS | 186,729 | $19.7M | 0.34% | |
| 63 | HSTHOST HOTELS RESORTS INC COM | 1,227,288 | $18.9M | 0.33% | |
| 64 | CNMCORE MAIN INC CL A | 298,500 | $18.0M | 0.31% | |
| 65 | BSXBOSTON SCIENTIFIC CORP COM | 147,155 | $15.8M | 0.27% | |
| 66 | CTRECARETRUST REIT INC COM | 492,976 | $15.1M | 0.26% | |
| 67 | HAINHAIN CELESTIAL GROUP INC COM | 4,183,854 | $6.4M | 0.11% | |
| 68 | FLYYQSPIRIT AVIATION HLDGS INC COM ADDED | 3,555 | $18K | 0.00% |