PGGM Investments Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$7.5B
Holdings
345
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (345 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | EQIXEQUINIX INC COM | 416,165 | $392.4M | 5.22% | |
| 2 | WELLWELLTOWER INC COM | 2,572,949 | $324.3M | 4.31% | |
| 3 | AAPLAPPLE INC COM | 1,124,311 | $281.6M | 3.74% | |
| 4 | NVDANVIDIA CORPORATION COM | 1,873,064 | $251.5M | 3.34% | |
| 5 | SPGSIMON PPTY GROUP INC NEW COM | 1,238,123 | $213.2M | 2.84% | |
| 6 | PLDPROLOGIS INC. COM | 1,976,306 | $208.9M | 2.78% | |
| 7 | EXREXTRA SPACE STORAGE INC COM | 1,315,485 | $196.8M | 2.62% | |
| 8 | MSFTMICROSOFT CORP COM | 429,734 | $181.1M | 2.41% | |
| 9 | INVHINVITATION HOMES INC COM | 5,108,466 | $163.3M | 2.17% | |
| 10 | GOOGLALPHABET INC CAP STK CL A | 793,264 | $150.2M | 2.00% | |
| 11 | DOCHEALTHPEAK PROPERTIES INC COM | 7,166,234 | $145.3M | 1.93% | |
| 12 | SUISUN CMNTYS INC COM | 1,168,625 | $143.7M | 1.91% | |
| 13 | WPCWP CAREY INC COM | 2,598,446 | $141.6M | 1.88% | |
| 14 | UDRUDR INC COM | 3,163,812 | $137.3M | 1.83% | |
| 15 | REGREGENCY CTRS CORP COM | 1,767,047 | $130.6M | 1.74% | |
| 16 | ELSEQUITY LIFESTYLE PPTYS INC COM | 1,919,290 | $127.8M | 1.70% | |
| 17 | REXRREXFORD INDL RLTY INC COM | 3,302,781 | $127.7M | 1.70% | |
| 18 | KRCKILROY RLTY CORP COM | 2,956,458 | $119.6M | 1.59% | |
| 19 | COLDAMERICOLD REALTY TRUST INC COM | 5,558,936 | $119.0M | 1.58% | |
| 20 | IRMIRON MTN INC DEL COM | 1,084,387 | $114.0M | 1.52% | |
| 21 | METAMETA PLATFORMS INC CL A | 194,458 | $113.9M | 1.51% | |
| 22 | AMZNAMAZON COM INC COM | 515,189 | $113.0M | 1.50% | |
| 23 | TMOTHERMO FISHER SCIENTIFIC INC COM | 204,322 | $106.3M | 1.41% | |
| 24 | MDTMEDTRONIC PLC SHS | 1,243,301 | $99.3M | 1.32% | |
| 25 | BRXBRIXMOR PPTY GROUP INC COM | 3,469,484 | $96.6M | 1.28% | |
| 26 | AREALEXANDRIA REAL ESTATE EQ IN COM | 958,857 | $93.5M | 1.24% | |
| 27 | ABTABBOTT LABS COM | 679,985 | $76.9M | 1.02% | |
| 28 | FQIDIGITAL RLTY TR INC COM | 408,421 | $72.4M | 0.96% | |
| 29 | JPMJPMORGAN CHASE CO. COM | 277,042 | $66.4M | 0.88% | |
| 30 | LINLINDE PLC SHS | 151,346 | $63.4M | 0.84% | |
| 31 | ITRIITRON INC COM | 576,721 | $62.6M | 0.83% | |
| 32 | ILMNILLUMINA INC COM | 457,423 | $61.1M | 0.81% | |
| 33 | MAMASTERCARD INCORPORATED CL A | 115,475 | $60.8M | 0.81% | |
| 34 | HSTHOST HOTELS RESORTS INC COM | 3,110,579 | $54.5M | 0.72% | |
| 35 | PSAPUBLIC STORAGE OPER CO COM | 179,448 | $53.7M | 0.71% | |
| 36 | RHPRYMAN HOSPITALITY PPTYS INC COM | 503,530 | $52.5M | 0.70% | |
| 37 | BKNGBOOKING HOLDINGS INC COM | 9,372 | $46.6M | 0.62% | |
| 38 | ALBALBEMARLE CORP COM | 534,169 | $46.0M | 0.61% | |
| 39 | TSLATESLA INC COM | 112,312 | $45.4M | 0.60% | |
| 40 | CTVACORTEVA INC COM | 763,023 | $43.5M | 0.58% | |
| 41 | NFLXNETFLIX INC COM | 48,726 | $43.4M | 0.58% | |
| 42 | AGROADECOAGRO S A COM | 4,500,000 | $42.4M | 0.56% | |
| 43 | ROPROPER TECHNOLOGIES INC COM | 80,049 | $41.6M | 0.55% | |
| 44 | CUBECUBESMART COM | 943,848 | $40.4M | 0.54% | |
| 45 | AMHAMERICAN HOMES 4 RENT CL A | 1,062,538 | $39.8M | 0.53% | |
| 46 | AVGOBROADCOM INC COM | 164,819 | $38.2M | 0.51% | |
| 47 | ARGXARGENX SE SPONSORED ADR | 56,771 | $34.9M | 0.46% | |
| 48 | HDBHDFC BANK LTD SPONSORED ADS | 530,425 | $33.9M | 0.45% | |
| 49 | BACBANK AMERICA CORP COM | 676,282 | $29.7M | 0.40% | |
| 50 | FICOFAIR ISAAC CORP COM | 13,385 | $26.6M | 0.35% | |
| 51 | AXPAMERICAN EXPRESS CO COM | 87,571 | $26.0M | 0.35% | |
| 52 | HAINHAIN CELESTIAL GROUP INC COM | 4,183,854 | $25.7M | 0.34% | |
| 53 | CITCINTAS CORP COM | 140,016 | $25.6M | 0.34% | |
| 54 | FMCFMC CORP COM NEW | 521,835 | $25.4M | 0.34% | |
| 55 | GWWGRAINGER W W INC COM | 22,042 | $23.2M | 0.31% | |
| 56 | REGNREGENERON PHARMACEUTICALS COM | 32,497 | $23.1M | 0.31% | |
| 57 | BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW | 50,837 | $23.0M | 0.31% | |
| 58 | TTTRANE TECHNOLOGIES PLC SHS | 61,033 | $22.5M | 0.30% | |
| 59 | VVISA INC COM CL A | 71,103 | $22.5M | 0.30% | |
| 60 | TJXTJX COS INC NEW COM | 185,997 | $22.5M | 0.30% | |
| 61 | ADMARCHER DANIELS MIDLAND CO COM | 426,138 | $21.5M | 0.29% | |
| 62 | AMATAPPLIED MATLS INC COM | 130,902 | $21.3M | 0.28% | |
| 63 | COSTCOSTCO WHSL CORP NEW COM | 23,229 | $21.3M | 0.28% | |
| 64 | QCOMQUALCOMM INC COM | 137,029 | $21.1M | 0.28% | |
| 65 | ITWILLINOIS TOOL WKS INC COM | 81,850 | $20.8M | 0.28% | |
| 66 | GSGOLDMAN SACHS GROUP INC COM | 35,217 | $20.2M | 0.27% | |
| 67 | GDDYGODADDY INC CL A | 101,851 | $20.1M | 0.27% | |
| 68 | AFLAFLAC INC COM | 187,985 | $19.4M | 0.26% | |
| 69 | CMCSACOMCAST CORP NEW CL A | 499,611 | $18.8M | 0.25% | |
| 70 | KLACKLA CORP COM NEW | 29,523 | $18.6M | 0.25% | |
| 71 | TRVCCITIGROUP INC COM NEW | 261,561 | $18.4M | 0.24% | |
| 72 | ITGARTNER INC COM | 37,743 | $18.3M | 0.24% | |
| 73 | PGPROCTER AND GAMBLE CO COM | 107,674 | $18.1M | 0.24% | |
| 74 | NVRNVR INC COM | 2,188 | $17.9M | 0.24% | |
| 75 | MRSHMARSH MCLENNAN COS INC COM | 83,666 | $17.8M | 0.24% | |
| 76 | GEGE AEROSPACE COM NEW | 104,805 | $17.5M | 0.23% | |
| 77 | WMSADVANCED DRAIN SYS INC DEL COM | 150,261 | $17.4M | 0.23% | |
| 78 | A4SAMERIPRISE FINL INC COM | 32,237 | $17.2M | 0.23% | |
| 79 | BSXBOSTON SCIENTIFIC CORP COM | 192,025 | $17.2M | 0.23% | |
| 80 | VRSNVERISIGN INC COM | 79,903 | $16.5M | 0.22% | |
| 81 | BMRNBIOMARIN PHARMACEUTICAL INC COM | 243,682 | $16.0M | 0.21% | |
| 82 | SNASNAP ON INC COM | 46,360 | $15.7M | 0.21% | |
| 83 | MCKMCKESSON CORP COM | 27,411 | $15.6M | 0.21% | |
| 84 | MTDMETTLER TOLEDO INTERNATIONAL COM | 12,589 | $15.4M | 0.20% | |
| 85 | BKBANK NEW YORK MELLON CORP COM | 200,252 | $15.4M | 0.20% | |
| 86 | OTISOTIS WORLDWIDE CORP COM | 164,442 | $15.2M | 0.20% | |
| 87 | LRCXLAM RESEARCH CORP COM NEW ADDED | 208,154 | $15.0M | 0.20% | |
| 88 | ADPAUTOMATIC DATA PROCESSING IN COM | 50,876 | $14.9M | 0.20% | |
| 89 | FISVFISERV INC COM | 72,222 | $14.8M | 0.20% | |
| 90 | PHPARKER-HANNIFIN CORP COM | 22,855 | $14.5M | 0.19% | |
| 91 | CBCHUBB LIMITED COM | 52,366 | $14.5M | 0.19% | |
| 92 | CRMSALESFORCE INC COM | 43,111 | $14.4M | 0.19% | |
| 93 | PLTRPALANTIR TECHNOLOGIES INC CL A | 190,416 | $14.4M | 0.19% | |
| 94 | AIGAMERICAN INTL GROUP INC COM NEW | 197,110 | $14.3M | 0.19% | |
| 95 | ABGCENCORA INC COM | 62,993 | $14.2M | 0.19% | |
| 96 | LLOEWS CORP COM | 165,555 | $14.0M | 0.19% | |
| 97 | FISFIDELITY NATL INFORMATION SV COM | 171,659 | $13.9M | 0.18% | |
| 98 | MASMASCO CORP COM | 189,604 | $13.8M | 0.18% | |
| 99 | CAHCARDINAL HEALTH INC COM | 115,959 | $13.7M | 0.18% | |
| 100 | FASTFASTENAL CO COM | 189,409 | $13.6M | 0.18% |
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