Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
PGGM Investments (CIK 1472190) reported $5.70B across 67 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WELL ($346.3M, 6.07%), PLD ($301.7M, 5.29%), EQIX ($299.0M, 5.24%), ALB ($163.2M, 2.86%), EXR ($157.0M, 2.75%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC COM | $346.3M | 6.07% | 1.8M | Trimmed |
| 2 | PLD | PROLOGIS INC. COM | $301.7M | 5.29% | 2.3M | Trimmed |
| 3 | EQIX | EQUINIX INC COM | $299.0M | 5.24% | 305,073 | Trimmed |
| 4 | ALB | ALBEMARLE CORP COM | $163.2M | 2.86% | 909,193 | Trimmed |
| 5 | EXR | EXTRA SPACE STORAGE INC COM | $157.0M | 2.75% | 1.2M | Trimmed |
| 6 | GOOGL | ALPHABET INC CAP STK CL A | $156.4M | 2.74% | 543,993 | Hold |
| 7 | MSFT | MICROSOFT CORP COM | $155.8M | 2.73% | 421,020 | Added |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC COM | $152.0M | 2.66% | 309,197 | Trimmed |
| 9 | LIN | LINDE PLC SHS | $150.8M | 2.64% | 304,112 | Hold |
| 10 | IRM | IRON MTN INC DEL COM | $139.9M | 2.45% | 1.4M | Trimmed |
| 11 | RUN | SUNRUN INC COM | $129.5M | 2.27% | 9.5M | Added |
| 12 | NVDA | NVIDIA CORPORATION COM | $126.7M | 2.22% | 726,231 | Hold |
| 13 | ILMN | ILLUMINA INC COM | $122.1M | 2.14% | 990,475 | Trimmed |
| 14 | LLY | ELI LILLY CO COM | $121.2M | 2.13% | 131,807 | Added |
| 15 | AVB | AVALONBAY CMNTYS INC COM | $121.5M | 2.13% | 743,501 | Trimmed |
| 16 | SPG | SIMON PPTY GROUP INC NEW COM | $119.0M | 2.09% | 638,078 | Trimmed |
| 17 | UDR | UDR INC COM | $117.2M | 2.05% | 3.5M | Trimmed |
| 18 | NEE | NEXTERA ENERGY INC COM | $109.6M | 1.92% | 1.2M | Trimmed |
| 19 | HDB | HDFC BANK LTD SPONSORED ADS | $106.4M | 1.86% | 4.3M | Added |
| 20 | HR | HEALTHCARE RLTY TR CL A COM | $95.3M | 1.67% | 5.6M | Trimmed |
| 21 | AZNCF | ASTRAZENECA PLC | $94.8M | 1.66% | 645,456 | New |
| 22 | AAPL | APPLE INC COM | $90.8M | 1.59% | 357,916 | Hold |
| 23 | BRX | BRIXMOR PPTY GROUP INC COM | $88.2M | 1.55% | 3.1M | Trimmed |
| 24 | PEAK | HEALTHPEAK PROPERTIES INC COM | $88.4M | 1.55% | 5.4M | Trimmed |
| 25 | VTR | VENTAS INC COM | $87.5M | 1.53% | 1.1M | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31