PGGM Investments

ZEIST, P7 · CIK 1472190 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyUtrecht

$4.1bn reported value -28.7% vs Q1 2026

59positions

39.0%in top 10

0 new 13 added 28 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	1,092,096	$218.5m5.38%	5.38%	Added +365.9k	+365,865 50.4%
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	543,993	$194.4m4.78%	4.78%	Unchanged
3	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	349,737	$175.3m4.31%	4.31%	Added +40.5k	+40,540 13.1%
4	ELI LILLY & CO COM LLY	LLY	131,807	$158.1m3.89%	3.89%	Unchanged
5	LINDE PLC SHS LIN	LIN	304,112	$157.8m3.88%	3.88%	Unchanged
6	MICROSOFT CORP COM MSFT	MSFT	421,020	$157.0m3.86%	3.86%	Unchanged
7	APPLE INC COM AAPL	AAPL	529,053	$153.1m3.77%	3.77%	Added +171.1k	+171,137 47.8%
8	SUNRUN INC COM RUN	RUN	9,546,965	$127.7m3.14%	3.14%	Unchanged
9	ALBEMARLE CORP COM ALB	ALB	909,193	$122.8m3.02%	3.02%	Unchanged
10	HDFC BANK LTD SPONSORED ADS HDB	HDB	4,657,592	$120.3m2.96%	2.96%	Added +382.4k	+382,376 8.9%
11	EQUINIX INC COM EQIX	EQIX	112,020	$116.8m2.87%	2.87%	Reduced -193.1k	-193,053 -63.3%
12	WELLTOWER INC COM WELL	WELL	449,807	$102.1m2.51%	2.51%	Reduced -1.3m	-1,301,576 -74.3%
13	ILLUMINA INC COM ILMN	ILMN	531,623	$93.5m2.30%	2.30%	Reduced -458.9k	-458,852 -46.3%
14	ASTRAZENECA PLC ORD AZN	AZN	645,456	$91.0m2.24%	2.24%	Unchanged
15	ARGENX SE SPONSORED ADR ARGX	ARGX	96,511	$89.5m2.20%	2.20%	Added +25.0k	+24,997 35.0%
16	BROADCOM INC COM AVGO	AVGO	235,723	$89.0m2.19%	2.19%	Unchanged
17	EXTRA SPACE STORAGE INC COM EXR	EXR	605,602	$88.0m2.16%	2.16%	Reduced -591.6k	-591,649 -49.4%
18	IRON MTN INC DEL COM IRM	IRM	675,093	$85.3m2.10%	2.10%	Reduced -694.9k	-694,905 -50.7%
19	ABBOTT LABS COM ABT	ABT	918,634	$83.4m2.05%	2.05%	Added +108.6k	+108,580 13.4%
20	VISA INC COM CL A V	V	232,432	$79.7m1.96%	1.96%	Added +31.2k	+31,215 15.5%
21	IQVIA HLDGS INC COM IQV	IQV	401,347	$77.5m1.91%	1.91%	Added +26.6k	+26,588 7.1%
22	NEXTERA ENERGY INC COM NEE	NEE	871,243	$76.5m1.88%	1.88%	Reduced -309.1k	-309,075 -26.2%
23	WASTE CONNECTIONS INC COM WCN	WCN	454,290	$75.7m1.86%	1.86%	Unchanged
24	SYNOPSYS INC COM SNPS	SNPS	167,434	$74.7m1.84%	1.84%	Added +26.8k	+26,780 19.0%
25	MEDTRONIC PLC SHS MDT	MDT	910,258	$71.2m1.75%	1.75%	Unchanged
26	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	171,149	$64.2m1.58%	1.58%	Added +12.9k	+12,882 8.1%
27	VERALTO CORP COM SHS VLTO	VLTO	701,938	$62.2m1.53%	1.53%	Unchanged
28	ARCHER DANIELS MIDLAND CO COM ADM	ADM	766,629	$58.6m1.44%	1.44%	Reduced -63.6k	-63,609 -7.7%
29	REGENERON PHARMACEUTICALS COM REGN	REGN	92,584	$57.7m1.42%	1.42%	Unchanged
30	HEALTHCARE RLTY TR CL A COM HR	HR	2,758,771	$55.6m1.37%	1.37%	Reduced -2.8m	-2,848,363 -50.8%
31	TETRA TECH INC NEW COM TTEK	TTEK	1,874,895	$54.2m1.33%	1.33%	Added +621.0k	+621,038 49.5%
32	HEALTHPEAK PROPERTIES INC COM DOC	DOC	2,484,558	$53.2m1.31%	1.31%	Reduced -2.9m	-2,898,012 -53.8%
33	SIMON PPTY GROUP INC NEW COM SPG	SPG	234,295	$52.4m1.29%	1.29%	Reduced -403.8k	-403,783 -63.3%
34	AMERICOLD REALTY TRUST INC COM COLD	COLD	3,313,846	$52.1m1.28%	1.28%	Reduced -558.7k	-558,723 -14.4%
35	PROCTER AND GAMBLE CO COM PG	PG	336,355	$49.3m1.21%	1.21%	Unchanged
36	EQUITY LIFESTYLE PPTYS INC COM ELS	ELS	749,867	$48.3m1.19%	1.19%	Reduced -126.1k	-126,054 -14.4%
37	AMERICAN HOMES 4 RENT CL A AMH	AMH	1,439,038	$48.2m1.19%	1.19%	Reduced -241.9k	-241,917 -14.4%
38	CORTEVA INC COM CTVA	CTVA	524,475	$44.4m1.09%	1.09%	Reduced -116.5k	-116,481 -18.2%
39	MACERICH CO COM MAC	MAC	1,658,943	$41.8m1.03%	1.03%	Reduced -1.7m	-1,711,579 -50.8%
40	ROPER TECHNOLOGIES INC COM ROP	ROP	120,496	$40.8m1.00%	1.00%	Unchanged
41	PROLOGIS INC. COM PLD	PLD	287,280	$38.9m0.96%	0.96%	Reduced -2.0m	-1,995,105 -87.4%
42	MCCORMICK & CO INC COM NON VTG MKC	MKC	746,607	$37.6m0.93%	0.93%	Unchanged
43	VENTAS INC COM VTR	VTR	393,021	$34.9m0.86%	0.86%	Reduced -677.3k	-677,331 -63.3%
44	ALEXANDRIA REAL ESTATE EQ IN COM ARE	ARE	636,465	$33.6m0.83%	0.83%	Reduced -107.0k	-107,006 -14.4%
45	CORE & MAIN INC CL A CNM	CNM	674,767	$32.6m0.80%	0.80%	Added +207.3k	+207,331 44.4%
46	RYMAN HOSPITALITY PPTYS INC COM RHP	RHP	241,645	$31.1m0.76%	0.76%	Reduced -416.8k	-416,780 -63.3%
47	INVITATION HOMES INC COM INVH	INVH	1,013,919	$30.6m0.75%	0.75%	Reduced -1.7m	-1,747,505 -63.3%
48	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	190,291	$29.9m0.73%	0.73%	Unchanged
49	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	62,273	$24.8m0.61%	0.61%	Unchanged
50	DIGITAL RLTY TR INC COM DLR	DLR	133,769	$24.0m0.59%	0.59%	Reduced -230.5k	-230,546 -63.3%
51	APTIV PLC COM SHS APTV	APTV	357,100	$21.9m0.54%	0.54%	Added +133.7k	+133,728 59.9%
52	PUBLIC STORAGE COM PSA	PSA	41,859	$13.3m0.33%	0.33%	Reduced -72.1k	-72,129 -63.3%
53	CUBESMART COM CUBE	CUBE	290,595	$11.6m0.28%	0.28%	Reduced -500.8k	-500,843 -63.3%
54	UBER TECHNOLOGIES INC COM UBER	UBER	144,418	$10.4m0.26%	0.26%	Unchanged
55	FEDERAL RLTY INVT TR NEW SH BEN INT NEW FRT	FRT	76,064	$9.4m0.23%	0.23%	Reduced -736.2k	-736,229 -90.6%
56	HOST HOTELS & RESORTS INC COM HST	HST	378,473	$9.0m0.22%	0.22%	Reduced -652.3k	-652,276 -63.3%
57	BRIXMOR PPTY GROUP INC COM BRX	BRX	174,752	$5.5m0.14%	0.14%	Reduced -2.9m	-2,887,601 -94.3%
58	KILROY RLTY CORP COM KRC	KRC	79,140	$3.0m0.07%	0.07%	Reduced -1.4m	-1,409,339 -94.7%
59	ESSENTIAL PPTYS RLTY TR INC COM EPRT	EPRT	11,005	$328.0k0.01%	0.01%	Reduced -2.3m	-2,287,184 -99.5%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AVALONBAY CMNTYS INC AVB	AVB	743,501	$121.5m743.5k shares
UDR INC UDR	UDR	3,469,122	$117.2m3.5m shares
AGREE RLTY CORP ADC	ADC	932,633	$70.3m932.6k shares
FIRST INDL RLTY TR INC FR	FR	1,135,312	$65.7m1.1m shares
SOLAREDGE TECHNOLOGIES INC SEDG	SEDG	653,799	$33.4m653.8k shares
COUSINS PPTYS INC CUZ	CUZ	1,372,198	$31.0m1.4m shares
REXFORD INDL RLTY INC REXR	REXR	823,674	$27.0m823.7k shares
ADECOAGRO S A AGRO	AGRO	1,030,557	$15.5m1.0m shares