PGGM Investments Q4 2025 Filing
Filed February 9, 2026
Portfolio Value
$6.3B
Holdings
66
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (66 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWELLTOWER INC COM | 2,038,211 | $378.3M | 5.99% | |
| 2 | PLDPROLOGIS INC. COM | 2,538,946 | $324.1M | 5.13% | |
| 3 | EQIXEQUINIX INC COM | 365,234 | $279.8M | 4.43% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC COM | 346,371 | $200.7M | 3.18% | |
| 5 | MSFTMICROSOFT CORP COM | 408,683 | $197.6M | 3.13% | |
| 6 | EXREXTRA SPACE STORAGE INC COM | 1,409,528 | $183.5M | 2.91% | |
| 7 | GOOGLALPHABET INC CAP STK CL A | 543,993 | $170.3M | 2.70% | |
| 8 | ALBALBEMARLE CORP COM | 1,185,005 | $167.6M | 2.65% | |
| 9 | INVHINVITATION HOMES INC COM | 5,868,534 | $163.1M | 2.58% | |
| 10 | UDRUDR INC COM | 4,133,474 | $151.6M | 2.40% | |
| 11 | ILMNILLUMINA INC COM | 1,149,408 | $150.8M | 2.39% | |
| 12 | SPGSIMON PPTY GROUP INC NEW COM | 784,908 | $145.3M | 2.30% | |
| 13 | AVBAVALONBAY CMNTYS INC COM | 781,956 | $141.8M | 2.24% | |
| 14 | RUNSUNRUN INC COM | 7,667,413 | $141.1M | 2.23% | |
| 15 | HDBHDFC BANK LTD SPONSORED ADS | 3,799,908 | $138.8M | 2.20% | |
| 16 | IRMIRON MTN INC DEL COM | 1,657,159 | $137.5M | 2.18% | |
| 17 | LLYELI LILLY CO COM | 126,939 | $136.4M | 2.16% | |
| 18 | NVDANVIDIA CORPORATION COM | 726,231 | $135.4M | 2.14% | |
| 19 | LINLINDE PLC SHS | 304,112 | $129.7M | 2.05% | |
| 20 | NEENEXTERA ENERGY INC COM | 1,453,747 | $116.7M | 1.85% | |
| 21 | HRHEALTHCARE RLTY TR CL A COM | 6,689,638 | $113.4M | 1.80% | |
| 22 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 1,026,327 | $103.5M | 1.64% | |
| 23 | ABTABBOTT LABS COM | 810,054 | $101.5M | 1.61% | |
| 24 | FRFIRST INDL RLTY TR INC COM | 1,752,583 | $100.4M | 1.59% | |
| 25 | VENVENTAS INC COM | 1,275,340 | $98.7M | 1.56% | |
| 26 | KRCKILROY RLTY CORP COM | 2,628,946 | $98.2M | 1.56% | |
| 27 | AAPLAPPLE INC COM | 357,916 | $97.3M | 1.54% | |
| 28 | MDTMEDTRONIC PLC SHS | 1,011,914 | $97.2M | 1.54% | |
| 29 | BRXBRIXMOR PPTY GROUP INC COM | 3,702,302 | $97.1M | 1.54% | |
| 30 | DOCHEALTHPEAK PROPERTIES INC COM | 5,703,693 | $91.7M | 1.45% | |
| 31 | AVGOBROADCOM INC COM | 235,723 | $81.6M | 1.29% | |
| 32 | EPRTESSENTIAL PPTYS RLTY TR INC COM | 2,740,968 | $81.3M | 1.29% | |
| 33 | ELSEQUITY LIFESTYLE PPTYS INC COM | 1,336,675 | $81.0M | 1.28% | |
| 34 | WCNWASTE CONNECTIONS INC COM | 423,659 | $74.3M | 1.18% | |
| 35 | RHPRYMAN HOSPITALITY PPTYS INC COM | 785,000 | $74.3M | 1.18% | |
| 36 | MACMACERICH CO COM | 4,022,858 | $74.3M | 1.18% | |
| 37 | ADCAGREE RLTY CORP COM | 1,027,100 | $74.0M | 1.17% | |
| 38 | REGNREGENERON PHARMACEUTICALS COM | 92,584 | $71.5M | 1.13% | |
| 39 | VVISA INC COM CL A | 201,217 | $70.6M | 1.12% | |
| 40 | FQIDIGITAL RLTY TR INC COM | 434,240 | $67.2M | 1.06% | |
| 41 | SNPSSYNOPSYS INC COM | 140,654 | $66.1M | 1.05% | |
| 42 | COLDAMERICOLD REALTY TRUST INC COM | 4,619,178 | $59.4M | 0.94% | |
| 43 | AREALEXANDRIA REAL ESTATE EQ IN COM | 1,130,962 | $55.3M | 0.88% | |
| 44 | IQVIQVIA HLDGS INC COM | 243,486 | $54.9M | 0.87% | |
| 45 | ROPROPER TECHNOLOGIES INC COM | 120,496 | $53.6M | 0.85% | |
| 46 | MCXMCCORMICK CO INC COM NON VTG | 746,607 | $50.9M | 0.81% | |
| 47 | CDNSCADENCE DESIGN SYSTEM INC COM | 158,267 | $49.5M | 0.78% | |
| 48 | WMSADVANCED DRAIN SYS INC DEL COM | 339,867 | $49.2M | 0.78% | |
| 49 | PGPROCTER AND GAMBLE CO COM | 336,355 | $48.2M | 0.76% | |
| 50 | ADMARCHER DANIELS MIDLAND CO COM | 830,238 | $47.7M | 0.76% | |
| 51 | TTEKTETRA TECH INC NEW COM | 1,381,017 | $46.3M | 0.73% | |
| 52 | ARGXARGENX SE SPONSORED ADR | 54,830 | $46.1M | 0.73% | |
| 53 | CTVACORTEVA INC COM | 640,956 | $43.0M | 0.68% | |
| 54 | REXRREXFORD INDL RLTY INC COM | 981,766 | $38.0M | 0.60% | |
| 55 | ISRGINTUITIVE SURGICAL INC COM NEW | 62,273 | $35.3M | 0.56% | |
| 56 | CUBECUBESMART COM | 943,848 | $34.0M | 0.54% | |
| 57 | AGROADECOAGRO S A COM | 4,047,287 | $32.1M | 0.51% | |
| 58 | PSAPUBLIC STORAGE OPER CO COM | 113,331 | $29.4M | 0.47% | |
| 59 | CNMCORE MAIN INC CL A | 467,436 | $24.3M | 0.38% | |
| 60 | JCIJOHNSON CTLS INTL PLC SHS | 186,729 | $22.4M | 0.35% | |
| 61 | HSTHOST HOTELS RESORTS INC COM | 1,227,288 | $21.8M | 0.34% | |
| 62 | TTTRANE TECHNOLOGIES PLC SHS | 55,542 | $21.6M | 0.34% | |
| 63 | SEDGSOLAREDGE TECHNOLOGIES INC COM | 660,481 | $19.1M | 0.30% | |
| 64 | APTVAPTIV PLC COM SHS | 223,372 | $17.0M | 0.27% | |
| 65 | UBERUBER TECHNOLOGIES INC COM | 144,418 | $11.8M | 0.19% | |
| 66 | HAINHAIN CELESTIAL GROUP INC COM | 189,734 | $203K | 0.00% |