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PGGM Investments 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PGGM Investments
报告期 2026-03-31 · CIK 0001472190
持仓数
67
前50大市值合计
$5.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 5
增持 44
减持 91
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
PLD
PROLOGIS INC. COM
-$610.5M
3,311,714
-61%
减持
WELL
WELLTOWER INC COM
-$278.0M
4,820,462
-41%
建仓
COLD
AMERICOLD RLTY TR COM
+$258.0M
8,880,856
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
—
QTS RLTY TR INC COM CL A
-$226.6M
0
-100%
减持
CUBE
CUBESMART COM
-$226.0M
6,875,612
-43%
减持
—
FEDERAL RLTY INVT TR SH BEN INT NEW
-$223.8M
1,482
-100%
减持
VICI
VICI PPTYS INC COM
-$212.4M
12,732,189
-31%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN COM
-$206.2M
2,478,028
-34%
减持
AMH
AMERICAN HOMES 4 RENT CL A
-$203.4M
8,746,506
-37%
减持
INVH
INVITATION HOMES INC COM
-$199.3M
11,674,143
-33%
减持
DOC
HEALTHPEAK PROPERTIES INC COM
-$190.2M
11,774,914
-33%
增持
EQIX
EQUINIX INC COM
+$186.8M
443,852
+117%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$178.6M
2,550,414
-35%
减持
AVB
AVALONBAY CMNTYS INC COM
-$173.4M
1,986,185
-32%
减持
REXR
REXFORD INDL RLTY INC COM
-$162.0M
5,280,491
-35%
减持
PK
PARK HOTELS RESORTS INC COM
-$161.4M
13,778,606
-33%
减持
NNN
NATIONAL RETAIL PROPERTIES I COM
-$150.4M
5,228,541
-35%
减持
EXR
EXTRA SPACE STORAGE INC COM
-$143.2M
789,983
-53%
增持
KIM
KIMCO RLTY CORP COM
+$121.2M
7,146,374
+450%
减持
—
HUDSON PAC PPTYS INC COM
-$119.5M
7,493,181
-34%
减持
DLR
DIGITAL RLTY TR INC COM
-$116.9M
1,952,716
-26%
减持
—
SL GREEN RLTY CORP COM
-$113.8M
1,766,156
-41%
减持
REG
REGENCY CTRS CORP COM
-$108.1M
3,638,909
-34%
减持
SUI
SUN CMNTYS INC COM
-$93.6M
1,429,535
-32%
增持
AAPL
APPLE INC COM
+$90.0M
4,676,873
+12%
减持
TRNO
TERRENO RLTY CORP COM
-$81.4M
2,308,228
-34%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC COM
-$79.7M
5,961,459
-34%
增持
MSFT
MICROSOFT CORP COM
+$73.7M
2,206,086
+9%
增持
PSA
PUBLIC STORAGE COM
+$68.9M
396,032
+144%
减持
HD
HOME DEPOT INC COM
-$48.8M
484,994
-26%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$42.2M
285,226
-26%
增持
META
FACEBOOK INC CL A
+$41.8M
425,872
+44%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$40.3M
406,762
+2309%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$39.9M
144,740
+2%
减持
PG
PROCTER AND GAMBLE CO COM
-$36.7M
773,143
-28%
清仓
T
AT T INC COM
-$36.5M
0
-100%
减持
—
CYRUSONE INC COM
-$36.4M
1,145,867
-35%
减持
—
STORE CAP CORP COM
-$36.2M
1,752,212
-35%
减持
HUM
HUMANA INC COM
-$35.5M
55,583
-57%
减持
CL
COLGATE PALMOLIVE CO COM
-$33.1M
948,244
-26%
清仓
—
MAXIM INTEGRATED PRODS INC COM
-$32.7M
0
-100%
减持
—
HEALTHCARE TR AMER INC CL A NEW
-$32.5M
2,923,359
-34%
减持
KMB
KIMBERLY-CLARK CORP COM
-$32.4M
199,456
-55%
建仓
ADI
ANALOG DEVICES INC COM
+$30.7M
183,063
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$29.7M
1,463,862
-25%
减持
NKE
NIKE INC CL B
-$27.9M
138,902
-55%
增持
IT
GARTNER INC COM
+$27.2M
101,142
+584%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$26.6M
869,110
-15%
减持
TGT
TARGET CORP COM
-$25.9M
270,614
-26%
减持
CMCSA
COMCAST CORP NEW CL A
-$25.6M
75,254
-86%
减持
LOW
LOWES COS INC COM
-$23.7M
429,761
-25%
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
-$22.8M
92,180
-66%
增持
—
LABORATORY CORP AMER HLDGS COM NEW
+$22.7M
137,118
+137%
增持
WM
WASTE MGMT INC DEL COM
+$21.3M
285,832
+87%
减持
CAT
CATERPILLAR INC COM
-$21.2M
22,301
-81%
减持
BAC
BK OF AMERICA CORP COM
-$20.4M
995,003
-35%
减持
EQR
EQUITY RESIDENTIAL SH BEN INT
-$20.2M
1,038,981
-23%
增持
INTC
INTEL CORP COM
+$20.2M
1,457,483
+42%
减持
PCAR
PACCAR INC COM
-$19.9M
210,916
-48%
减持
CHTR
CHARTER COMMUNICATIONS INC N CL A
-$19.9M
71,420
-28%
减持
MDLZ
MONDELEZ INTL INC CL A
-$19.5M
1,007,335
-20%
增持
SBAC
SBA COMMUNICATIONS CORP NEW CL A
+$18.6M
79,647
+229%
减持
PPG
PPG INDS INC COM
-$18.6M
194,812
-29%
减持
AWK
AMERICAN WTR WKS CO INC NEW COM
-$18.4M
259,812
-36%
减持
DHR
DANAHER CORPORATION COM
-$18.4M
98,261
-45%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL ORD SHS
-$18.3M
204,890
-49%
增持
MRSH
MARSH MCLENNAN COS INC COM
+$18.1M
226,402
+97%
减持
DG
DOLLAR GEN CORP NEW COM
-$17.9M
66,502
-55%
增持
MCO
MOODYS CORP COM
+$17.8M
92,271
+123%
减持
EXC
EXELON CORP COM
-$17.6M
428,381
-50%
减持
ORCL
ORACLE CORP COM
-$17.3M
829,445
-28%
减持
—
JAZZ PHARMACEUTICALS PLC SHS USD
-$17.2M
42,379
-67%
减持
—
CITRIX SYS INC COM
-$17.0M
9,426
-94%
建仓
—
NXP SEMICONDUCTORS N V COM
+$16.7M
85,155
增持
ABBV
ABBVIE INC COM
+$16.6M
799,246
+29%
减持
PHM
PULTE GROUP INC COM
-$16.5M
499,438
-31%
增持
YUM
YUM BRANDS INC COM
+$16.4M
739,538
+15%
增持
COF
CAPITAL ONE FINL CORP COM
+$16.2M
134,627
+272%
减持
HPQ
HP INC COM
-$16.2M
1,647,033
-19%
减持
BBY
BEST BUY INC COM
-$16.2M
370,091
-23%
减持
XPO
XPO LOGISTICS INC COM
-$16.2M
3,358
-97%
减持
MRK
MERCK CO INC COM
-$16.1M
1,186,963
-12%
增持
ORLY
OREILLY AUTOMOTIVE INC COM
+$15.6M
152,109
+11%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$15.4M
0
-100%
增持
ITRI
ITRON INC COM
-$15.1M
825,489
+6%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$15.0M
427,685
-4%
减持
—
EATON CORP PLC SHS
-$14.6M
243,877
-29%
减持
PEP
PEPSICO INC COM
-$14.5M
455,941
-19%
减持
CMI
CUMMINS INC COM
-$14.5M
234,621
-15%
减持
CI
CIGNA CORP NEW COM
-$14.0M
135,797
-22%
增持
POOL
POOL CORP COM
+$13.9M
37,952
+572%
增持
BDX
BECTON DICKINSON CO COM
+$13.8M
57,025
+7463%
增持
RSG
REPUBLIC SVCS INC COM
+$13.8M
301,462
+48%
增持
UDR
UDR INC COM
+$13.4M
435,296
+122%
减持
FDX
FEDEX CORP COM
-$13.4M
81,085
-22%
减持
BALL
BALL CORP COM
-$13.3M
332,777
-38%
增持
FMC
FMC CORP COM NEW
+$13.3M
480,538
+69%
增持
FTNT
FORTINET INC COM
+$13.1M
50,144
+674%
增持
CCI
CROWN CASTLE INTL CORP NEW COM
+$12.9M
102,062
+316%
减持
AMAT
APPLIED MATLS INC COM
-$12.5M
229,971
-22%
增持
AGNC
AGNC INVT CORP COM
+$12.5M
2,695,403
+52%
清仓
—
SEALED AIR CORP NEW COM
-$12.4M
0
-100%
减持
MNST
MONSTER BEVERAGE CORP NEW COM
-$12.3M
94,679
-58%
增持
SBUX
STARBUCKS CORP COM
+$12.2M
472,252
+32%
减持
V
VISA INC COM CL A
-$12.1M
244,840
-14%
减持
—
KANSAS CITY SOUTHERN COM NEW
-$11.9M
81,020
-32%
减持
DHI
D R HORTON INC COM
-$11.8M
41,969
-75%
建仓
NEE
NEXTERA ENERGY INC COM
+$11.6M
148,000
增持
PFE
PFIZER INC COM
+$11.4M
495,949
+95%
减持
NUE
NUCOR CORP COM
-$11.3M
449,722
-22%
清仓
EBAY
EBAY INC. COM
-$11.0M
0
-100%
减持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
-$10.7M
341,188
-21%
减持
AMZN
AMAZON COM INC COM
-$10.7M
65,503
-0%
增持
—
LIFE STORAGE INC COM
+$10.4M
1,217,783
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$10.1M
493,845
-16%
减持
—
SIRIUS XM HOLDINGS INC COM
-$10.0M
1,809,262
-44%
减持
SNPS
SYNOPSYS INC COM
-$10.0M
42,291
-49%
清仓
KMI
KINDER MORGAN INC DEL COM
-$9.9M
0
-100%
增持
DGX
QUEST DIAGNOSTICS INC COM
+$9.7M
371,128
+11%
清仓
BWA
BORGWARNER INC COM
-$9.7M
0
-100%
减持
ICE
INTERCONTINENTAL EXCHANGE IN COM
-$9.6M
77,759
-50%
增持
KO
COCA COLA CO COM
+$9.5M
700,326
+39%
增持
QCOM
QUALCOMM INC COM
+$9.4M
732,850
+23%
增持
AXP
AMERICAN EXPRESS CO COM
+$9.4M
137,047
+66%
建仓
GXO
GXO LOGISTICS INCORPORATED COMMON STOCK ADDED
+$9.2M
117,437
减持
AYI
ACUITY BRANDS INC COM
-$9.2M
80,003
-35%
减持
—
STERIS PLC SHS USD
-$9.0M
140,070
-23%
减持
—
AON PLC SHS CL A
-$9.0M
137,741
-32%
增持
ELS
EQUITY LIFESTYLE PPTYS INC COM
+$8.9M
222,853
+94%
减持
—
LIBERTY GLOBAL PLC SHS CL A
-$8.7M
327,336
-52%
清仓
ES
EVERSOURCE ENERGY COM
-$8.6M
0
-100%
增持
FAST
FASTENAL CO COM
+$8.4M
968,444
+21%
减持
TROW
PRICE T ROWE GROUP INC COM
-$8.4M
348,822
-10%
清仓
STT
STATE STR CORP COM
-$8.3M
0
-100%
增持
WPC
WP CAREY INC COM
+$8.2M
275,747
+73%
减持
LEN
LENNAR CORP CL A
-$8.2M
82,494
-49%
增持
—
DUKE REALTY CORP COM NEW
+$8.1M
441,287
+61%
减持
JBHT
HUNT J B TRANS SVCS INC COM
-$8.1M
137,151
-28%
减持
JPM
JPMORGAN CHASE CO COM
-$8.1M
537,862
-13%
增持
—
SANTANDER CONSUMER USA HLDGS COM
+$8.0M
285,845
+166%
增持
NEM
NEWMONT CORP COM
+$7.9M
192,738
+372%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN COM
-$7.9M
481,297
-23%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$7.8M
701,209
+15%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$7.7M
63,056
-24%
减持
NWSA
NEWS CORP NEW CL A
-$7.7M
204,111
-58%
增持
GPC
GENUINE PARTS CO COM
+$7.4M
197,663
+51%
减持
DE
DEERE CO COM
-$7.4M
129,181
-10%
增持
—
CHUBB LIMITED COM
+$7.4M
43,528
+3919%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$7.3M
323,216
-1%
减持
PGR
PROGRESSIVE CORP COM
-$7.2M
214,450
-21%
