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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 12
增持 74
减持 51
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
EXR
EXTRA SPACE STORAGE INC COM
+$79.8M
500,475
+4038%
减持
—
LIFE STORAGE INC COM
-$56.7M
252,140
-72%
减持
REG
REGENCY CTRS CORP COM
-$46.6M
691,474
-51%
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。
增持
PEB
PEBBLEBROOK HOTEL TR COM
+$39.6M
3,650,408
+318%
增持
PLD
PROLOGIS INC. COM
+$36.2M
2,002,524
+6%
减持
PK
PARK HOTELS RESORTS INC COM
-$35.9M
4,029,930
-45%
建仓
BRX
BRIXMOR PPTY GROUP INC COM
+$30.3M
1,407,666
减持
AAPL
APPLE INC COM
+$27.0M
879,282
-3%
增持
INVH
INVITATION HOMES INC COM
+$21.8M
4,820,913
+11%
减持
CUZ
COUSINS PPTYS INC COM NEW
-$20.4M
2,345,142
-16%
增持
EQIX
EQUINIX INC COM
+$20.3M
165,369
+9%
清仓
INCY
INCYTE CORP COM
-$19.8M
0
-100%
减持
MSFT
MICROSOFT CORP COM
+$18.0M
391,526
-1%
建仓
ARGX
ARGENX SE SPONSORED ADR
+$16.6M
44,586
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN COM
+$16.1M
558,888
+51%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$14.4M
44,187
-34%
减持
WELL
WELLTOWER INC COM
+$14.0M
2,685,510
-1%
增持
META
META PLATFORMS INC CL A
+$14.0M
70,285
+822%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC COM
-$13.5M
933,678
-40%
增持
—
MEDTRONIC PLC SHS
+$10.7M
1,055,236
+10%
清仓
—
HUDSON PAC PPTYS INC COM
-$10.7M
0
-100%
减持
UDR
UDR INC COM
-$9.9M
2,596,466
-14%
增持
V
VISA INC COM CL A
+$9.9M
144,462
+32%
清仓
FANG
DIAMONDBACK ENERGY INC COM
-$9.4M
0
-100%
减持
TEVA
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
-$9.3M
610,249
-62%
增持
BKNG
BOOKING HOLDINGS INC COM
+$9.1M
9,820
+17%
增持
PSA
PUBLIC STORAGE COM
+$9.1M
169,720
+13%
减持
TRNO
TERRENO RLTY CORP COM
+$8.8M
1,694,645
-4%
增持
CPT
CAMDEN PPTY TR SH BEN INT
+$8.3M
1,185,039
+14%
减持
SFM
SPROUTS FMRS MKT INC COM
-$7.9M
1,280,998
-21%
减持
SUI
SUN CMNTYS INC COM
-$7.9M
12,830
-81%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$7.8M
544,085
-1%
减持
NNN
NATIONAL RETAIL PROPERTIES I COM
-$7.5M
2,425,393
-3%
增持
AMAT
APPLIED MATLS INC COM
+$7.4M
82,353
+199%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$6.8M
50,202
+5%
建仓
—
LINDE PLC SHS ADDED
+$6.7M
18,829
增持
HAIN
HAIN CELESTIAL GROUP INC COM
+$6.6M
2,897,522
+9%
增持
MA
MASTERCARD INCORPORATED CL A
+$6.6M
71,361
+28%
减持
AMGN
AMGEN INC COM
-$6.5M
54,652
-27%
清仓
—
LINDE PLC SHS
-$6.3M
0
-100%
增持
QCOM
QUALCOMM INC COM
+$6.1M
56,245
+480%
增持
ORCL
ORACLE CORP COM
+$6.1M
88,735
+239%
增持
O
REALTY INCOME CORP COM
+$6.1M
1,373,802
+8%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$6.0M
55,393
-43%
减持
UNP
UNION PAC CORP COM
-$5.9M
34,672
-44%
增持
ILMN
ILLUMINA INC COM
+$5.8M
116,134
+11%
清仓
ABBV
ABBVIE INC COM
-$5.8M
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$5.7M
213,539
+0%
减持
REXR
REXFORD INDL RLTY INC COM
+$5.7M
2,066,372
-4%
减持
STZ
CONSTELLATION BRANDS INC CL A
-$5.6M
11,328
-68%
减持
CVS
CVS HEALTH CORP COM
-$5.2M
47,788
-49%
建仓
DHI
D R HORTON INC COM
+$5.1M
52,628
减持
HSY
HERSHEY CO COM
-$5.0M
21,919
-52%
增持
TJX
TJX COS INC NEW COM
+$4.9M
78,867
+377%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$4.8M
136,005
+342%
减持
—
PIONEER NAT RES CO COM
-$4.8M
42,532
-28%
清仓
TSLA
TESLA INC COM
-$4.6M
0
-100%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$4.6M
57,238
+1821%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$4.6M
334,103
-1%
增持
DOC
HEALTHPEAK PROPERTIES INC COM
-$4.5M
4,471,801
+9%
减持
DVN
DEVON ENERGY CORP NEW COM
-$4.3M
141,553
-24%
增持
EPR
EPR PPTYS COM SH BEN INT
+$4.3M
1,419,270
+8%
减持
PEP
PEPSICO INC COM
-$4.3M
92,455
-21%
减持
CI
THE CIGNA GROUP COM
-$4.3M
53,075
-1%
清仓
DAR
DARLING INGREDIENTS INC COM
-$4.3M
0
-100%
增持
LEN
LENNAR CORP CL A
+$4.2M
46,540
+520%
减持
MCD
MCDONALDS CORP COM
-$4.1M
65,356
-23%
增持
PHM
PULTE GROUP INC COM
+$4.0M
75,441
+733%
增持
FTNT
FORTINET INC COM
+$3.9M
172,663
+11%
增持
ADBE
ADOBE SYSTEMS INCORPORATED COM
+$3.7M
35,428
+20%
增持
DE
DEERE CO COM
+$3.6M
15,461
+141%
增持
JPM
JPMORGAN CHASE CO COM
+$3.5M
151,452
+25%
建仓
ON
ON SEMICONDUCTOR CORP COM
+$3.4M
40,711
减持
MRK
MERCK CO INC COM
-$3.3M
99,200
-21%
增持
BWA
BORGWARNER INC COM
+$3.3M
109,813
+113%
减持
—
CHUBB LIMITED COM
-$3.2M
60,552
-11%
减持
ELV
ELEVANCE HEALTH INC COM
-$3.2M
22,378
-15%
清仓
—
MARATHON OIL CORP COM
-$3.1M
0
-100%
增持
VICI
VICI PPTYS INC COM
+$3.1M
220,554
+73%
清仓
TSN
TYSON FOODS INC CL A
-$2.9M
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW CL A
+$2.9M
17,202
增持
OTIS
OTIS WORLDWIDE CORP COM
+$2.8M
134,521
+24%
减持
CL
COLGATE PALMOLIVE CO COM
-$2.8M
48,195
-41%
增持
LLY
LILLY ELI CO COM
+$2.8M
37,624
+36%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$2.8M
114,073
-23%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$2.8M
91,411
+133%
减持
GWW
GRAINGER W W INC COM
+$2.6M
22,042
-2%
增持
CAT
CATERPILLAR INC COM
+$2.6M
37,592
+50%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$2.5M
11,200
+237%
减持
CTVA
CORTEVA INC COM
-$2.5M
799,835
-7%
建仓
HLT
HILTON WORLDWIDE HLDGS INC COM
+$2.5M
17,558
增持
WMS
ADVANCED DRAIN SYS INC DEL COM
+$2.5M
150,226
+21%
增持
AVGO
BROADCOM INC COM
+$2.4M
6,309
+112%
减持
EOG
EOG RES INC COM
-$2.3M
75,496
-11%
减持
—
CHECK POINT SOFTWARE TECH LT ORD
-$2.3M
67,775
-23%
建仓
GE
GENERAL ELECTRIC CO COM NEW
+$2.3M
24,363
增持
CSCO
CISCO SYS INC COM
+$2.3M
224,138
+14%
清仓
VRTX
VERTEX PHARMACEUTICALS INC COM
-$2.3M
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL COM NEW
+$2.3M
64,770
增持
NLY
ANNALY CAPITAL MANAGEMENT IN COM NEW
+$2.2M
125,472
+1635%
清仓
CHD
CHURCH DWIGHT CO INC COM
-$2.2M
0
-100%
增持
ZG
ZILLOW GROUP INC CL A
+$2.2M
60,592
+303%
增持
PANW
PALO ALTO NETWORKS INC COM
+$2.1M
30,216
+7%
增持
NVR
NVR INC COM
+$2.1M
1,088
+26%
增持
MPC
MARATHON PETE CORP COM
+$2.0M
83,174
+5%
建仓
STT
STATE STR CORP COM
+$2.0M
26,600
增持
CARR
CARRIER GLOBAL CORPORATION COM
+$2.0M
132,205
+35%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC COM
+$2.0M
17,401
+737%
减持
—
CREDICORP LTD COM
-$2.0M
5,367
-73%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$1.9M
34,358
+4%
增持
URI
UNITED RENTALS INC COM
+$1.9M
15,527
+29%
清仓
—
KELLOGG CO COM
-$1.8M
0
-100%
增持
ALB
ALBEMARLE CORP COM
+$1.8M
65,045
+12%
增持
—
JOHNSON CTLS INTL PLC SHS
+$1.8M
46,773
+196%
增持
MS
MORGAN STANLEY COM NEW
+$1.8M
41,479
+91%
增持
BBWI
BATH BODY WORKS INC COM
+$1.8M
73,028
+251%
减持
TRV
TRAVELERS COMPANIES INC COM
-$1.8M
45,670
-11%
增持
FAST
FASTENAL CO COM
+$1.8M
115,953
+22%
减持
NSC
NORFOLK SOUTHN CORP COM
-$1.7M
28,174
-10%
增持
—
SITE CTRS CORP COM
-$1.7M
7,951,504
+9%
增持
MRNA
MODERNA INC COM
+$1.7M
70,763
+39%
减持
MCK
MCKESSON CORP COM
-$1.7M
56,489
-3%
减持
HD
HOME DEPOT INC COM
-$1.7M
42,931
-5%
减持
COST
COSTCO WHSL CORP NEW COM
-$1.6M
2,538
-60%
清仓
KMB
KIMBERLY-CLARK CORP COM
-$1.6M
0
-100%
增持
SNPS
SYNOPSYS INC COM
+$1.6M
23,361
+1%
增持
WPC
WP CAREY INC COM
+$1.6M
1,809,698
+2%
减持
MDLZ
MONDELEZ INTL INC CL A
-$1.6M
97,969
-22%
建仓
NFLX
NETFLIX INC COM
+$1.6M
4,514
减持
ITW
ILLINOIS TOOL WKS INC COM
+$1.6M
69,208
-0%
减持
ODFL
OLD DOMINION FREIGHT LINE IN COM
+$1.6M
28,744
-1%
增持
TXN
TEXAS INSTRS INC COM
+$1.5M
48,885
+7%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$1.5M
155,650
+56%
增持
MET
METLIFE INC COM
-$1.5M
107,638
+0%
增持
ABT
ABBOTT LABS COM
+$1.5M
320,586
+14%
增持
DOCU
DOCUSIGN INC COM
+$1.5M
42,806
+140%
增持
CMCSA
COMCAST CORP NEW CL A
+$1.5M
135,695
+30%
增持
DRI
DARDEN RESTAURANTS INC COM
+$1.5M
19,698
+75%
增持
ULTA
ULTA BEAUTY INC COM
+$1.5M
15,866
+4%
减持
FICO
FAIR ISAAC CORP COM
+$1.5M
18,723
-4%
增持
VLO
VALERO ENERGY CORP COM
+$1.5M
88,683
+3%
建仓
HST
HOST HOTELS RESORTS INC COM
+$1.5M
88,353
减持
JKHY
HENRY JACK ASSOC INC COM
-$1.4M
41,456
-5%
增持
ABNB
AIRBNB INC COM CL A
+$1.4M
13,154
+345%
增持
—
DUPONT DE NEMOURS INC COM
+$1.4M
24,855
+306%
增持
MELI
MERCADOLIBRE INC COM
+$1.4M
1,952
+37%
增持
WY
WEYERHAEUSER CO MTN BE COM NEW
+$1.4M
211,262
+31%
减持
BAC
BANK AMERICA CORP COM
-$1.3M
271,147
-1%
减持
TER
TERADYNE INC COM
+$1.3M
78,375
-4%
增持
DOW
DOW INC COM
+$1.3M
71,366
+38%
