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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
增持 61
减持 67
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
SUI
SUN CMNTYS INC COM
+$130.1M
1,099,222
清仓
NNN
NNN REIT INC COM
-$103.8M
0
-100%
减持
ESS
ESSEX PPTY TR INC COM
-$73.1M
362,252
-43%
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
EQIX
EQUINIX INC COM
+$55.3M
254,552
+54%
减持
UDR
UDR INC COM
-$53.9M
1,604,241
-38%
减持
DLR
DIGITAL RLTY TR INC COM
-$51.6M
1,282,040
-29%
减持
OC
OWENS CORNING NEW COM
-$41.8M
74,321
-81%
清仓
—
LIFE STORAGE INC COM
-$33.5M
0
-100%
减持
—
SITE CTRS CORP COM
-$30.1M
4,163,628
-32%
增持
FRT
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
+$29.4M
600,368
+132%
增持
NVDA
NVIDIA CORPORATION COM
+$26.3M
125,759
+87%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$24.5M
75,497
+1231%
增持
EXR
EXTRA SPACE STORAGE INC COM
+$23.6M
1,206,660
+46%
减持
FMC
FMC CORP COM NEW
-$21.9M
521,835
-4%
减持
O
REALTY INCOME CORP COM
-$21.4M
1,554,969
-6%
增持
AAPL
APPLE INC COM
-$20.9M
920,253
+0%
增持
SEDG
SOLAREDGE TECHNOLOGIES INC COM
+$20.5M
294,761
+348%
增持
AMZN
AMAZON COM INC COM
+$19.0M
272,549
+127%
增持
WPC
WP CAREY INC COM
-$18.8M
2,108,963
+7%
减持
MSFT
MICROSOFT CORP COM
-$18.5M
344,546
-8%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$12.1M
478,420
+13%
减持
SFM
SPROUTS FMRS MKT INC COM
-$11.6M
724,445
-38%
减持
PK
PARK HOTELS RESORTS INC COM
-$10.9M
3,310,942
-18%
增持
CMCSA
COMCAST CORP NEW CL A
+$10.9M
356,140
+200%
清仓
VICI
VICI PPTYS INC COM
-$9.3M
0
-100%
增持
ADBE
ADOBE INC COM
+$8.9M
43,204
+61%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$8.8M
200,061
-5%
增持
MA
MASTERCARD INCORPORATED CL A
+$8.6M
101,626
+26%
增持
WELL
WELLTOWER INC COM
+$8.1M
2,360,329
+3%
减持
GPC
GENUINE PARTS CO COM
-$8.1M
48,990
-45%
减持
TRNO
TERRENO RLTY CORP COM
-$8.0M
1,461,154
-3%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$7.4M
56,642
+4%
增持
MRSH
MARSH MCLENNAN COS INC COM
+$7.2M
92,671
+67%
增持
HD
HOME DEPOT INC COM
+$7.0M
23,983
+3331%
增持
JPM
JPMORGAN CHASE CO COM
+$7.0M
209,318
+30%
减持
ABT
ABBOTT LABS COM
-$6.9M
265,012
-11%
减持
TXN
TEXAS INSTRS INC COM
-$6.9M
15,863
-70%
减持
LLY
ELI LILLY CO COM
-$6.7M
18,615
-48%
减持
—
EXXON MOBIL CORP COM
-$6.5M
129,684
-36%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC COM
-$6.2M
31,141
-49%
减持
SBUX
STARBUCKS CORP COM
-$6.1M
11,613
-84%
减持
—
PENTAIR PLC SHS
-$5.9M
395,420
-19%
清仓
ADI
ANALOG DEVICES INC COM
-$5.7M
0
-100%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
-$5.6M
142,448
-26%
增持
CAT
CATERPILLAR INC COM
+$5.5M
56,626
+40%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$5.1M
0
-100%
减持
MRK
MERCK CO INC COM
-$4.8M
55,334
-39%
减持
ORCL
ORACLE CORP COM
-$4.7M
47,883
-42%
减持
PSA
PUBLIC STORAGE COM
-$4.6M
157,550
-0%
减持
CVX
CHEVRON CORP NEW COM
-$4.5M
32,215
-49%
增持
MWA
MUELLER WTR PRODS INC COM SER A
-$4.5M
1,977,657
+9%
增持
NEE
NEXTERA ENERGY INC COM
+$4.5M
440,822
+57%
减持
BSX
BOSTON SCIENTIFIC CORP COM
-$4.3M
138,899
-36%
增持
SHW
SHERWIN WILLIAMS CO COM
+$3.8M
21,501
+247%
减持
ELV
ELEVANCE HEALTH INC COM
-$3.8M
9,258
-48%
增持
CUZ
COUSINS PPTYS INC COM NEW
-$3.8M
2,046,403
+3%
增持
FAST
FASTENAL CO COM
+$3.8M
240,088
+51%
减持
PFE
PFIZER INC COM
-$3.6M
146,419
-36%
减持
MCHP
MICROCHIP TECHNOLOGY INC. COM
-$3.5M
54,403
-37%
减持
—
SIRIUS XM HOLDINGS INC COM
-$3.4M
189,035
-80%
减持
LOW
LOWES COS INC COM
-$3.4M
65,669
-13%
增持
PLD
PROLOGIS INC. COM
+$3.3M
2,452,440
+11%
减持
CMI
CUMMINS INC COM
-$3.3M
20,264
-37%
增持
TJX
TJX COS INC NEW COM
+$3.3M
168,993
+22%
减持
BAC
BANK AMERICA CORP COM
-$3.2M
12,379
-90%
增持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$3.2M
32,127
+1335%
减持
A
AGILENT TECHNOLOGIES INC COM
-$3.2M
30,401
-44%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$3.2M
55,109
+378%
清仓
APA
APA CORPORATION COM
-$3.1M
0
-100%
增持
HAIN
HAIN CELESTIAL GROUP INC COM
-$3.1M
4,131,942
+13%
增持
META
META PLATFORMS INC CL A
+$3.0M
105,652
+6%
减持
MPC
MARATHON PETE CORP COM
+$2.9M
88,777
-2%
建仓
TSLA
TESLA INC COM
+$2.9M
11,505
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$2.9M
394,192
+11%
减持
PEB
PEBBLEBROOK HOTEL TR COM
-$2.8M
3,793,259
-3%
减持
NUE
NUCOR CORP COM
-$2.8M
61,988
-19%
减持
CSX
CSX CORP COM
-$2.8M
72,683
-51%
清仓
MGM
MGM RESORTS INTERNATIONAL COM
-$2.8M
0
-100%
减持
MTD
METTLER TOLEDO INTERNATIONAL COM
-$2.8M
12,875
-1%
增持
CHD
CHURCH DWIGHT CO INC COM
+$2.8M
32,598
+1288%
增持
MCD
MCDONALDS CORP COM
-$2.7M
81,315
+0%
清仓
—
INTERPUBLIC GROUP COS INC COM
-$2.7M
0
-100%
清仓
HLT
HILTON WORLDWIDE HLDGS INC COM
-$2.7M
0
-100%
增持
HWM
HOWMET AEROSPACE INC COM
+$2.5M
146,880
+69%
减持
—
NXP SEMICONDUCTORS N V COM
-$2.5M
32,469
-26%
减持
CMG
CHIPOTLE MEXICAN GRILL INC COM
-$2.5M
3,819
-14%
减持
JKHY
HENRY JACK ASSOC INC COM
-$2.4M
11,889
-53%
清仓
—
LIBERTY MEDIA CORP DEL COM C SIRIUSXM
-$2.4M
0
-100%
建仓
IBM
INTERNATIONAL BUSINESS MACHS COM
+$2.3M
16,321
清仓
NWSA
NEWS CORP NEW CL A
-$2.3M
0
-100%
建仓
BKR
BAKER HUGHES COMPANY CL A
+$2.3M
64,342
增持
VRSN
VERISIGN INC COM
+$2.3M
79,255
+30%
增持
AMAT
APPLIED MATLS INC COM
+$2.3M
128,882
+20%
减持
GS
GOLDMAN SACHS GROUP INC COM
-$2.1M
4,255
-61%
增持
VRSK
VERISK ANALYTICS INC COM
+$2.1M
32,526
+32%
增持
MKL
MARKEL GROUP INC COM
+$2.1M
5,472
+26%
增持
AFL
AFLAC INC COM
+$2.1M
193,226
+6%
增持
—
LAM RESEARCH CORP COM
+$2.0M
14,677
+32%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N CL A
+$2.0M
1,474
减持
ODFL
OLD DOMINION FREIGHT LINE IN COM
-$2.0M
20,121
-27%
增持
HCA
HCA HEALTHCARE INC COM
-$2.0M
40,555
+3%
增持
AWK
AMERICAN WTR WKS CO INC NEW COM
-$2.0M
148,209
+4%
清仓
MS
MORGAN STANLEY COM NEW
-$2.0M
0
-100%
减持
ULTA
ULTA BEAUTY INC COM
-$2.0M
15,561
-11%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN COM
-$2.0M
47,927
-33%
减持
YUM
YUM BRANDS INC COM
-$1.9M
134,614
-1%
增持
NFLX
NETFLIX INC COM
+$1.9M
22,324
+51%
增持
FISV
FISERV INC COM
+$1.9M
26,099
+214%
减持
LKQ
LKQ CORP COM
-$1.9M
140,510
-8%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$1.9M
35,266
-14%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN COM
+$1.9M
652,471
+17%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO CL A
+$1.9M
74,411
+54%
增持
ADP
AUTOMATIC DATA PROCESSING IN COM
+$1.9M
46,936
+10%
增持
PG
PROCTER AND GAMBLE CO COM
+$1.9M
196,035
+11%
减持
BWA
BORGWARNER INC COM
-$1.9M
92,298
-19%
减持
SRE
SEMPRA COM
-$1.9M
13,831
-28%
增持
FTNT
FORTINET INC COM
-$1.9M
184,022
+10%
减持
WAT
WATERS CORP COM
-$1.8M
18,098
-29%
减持
—
HOLOGIC INC COM
-$1.8M
103,358
-7%
增持
CL
COLGATE PALMOLIVE CO COM
+$1.8M
122,425
+36%
增持
V
VISA INC COM CL A
+$1.8M
172,162
+8%
清仓
MRNA
MODERNA INC COM
-$1.7M
0
-100%
减持
GIS
GENERAL MLS INC COM
-$1.7M
5,741
-79%
减持
PANW
PALO ALTO NETWORKS INC COM
-$1.7M
27,152
-14%
减持
MELI
MERCADOLIBRE INC COM
-$1.6M
4,807
-26%
减持
LW
LAMB WESTON HLDGS INC COM
-$1.6M
63,835
-2%
增持
REG
REGENCY CTRS CORP COM
-$1.6M
686,455
+0%
清仓
PNC
PNC FINL SVCS GROUP INC COM
-$1.6M
0
-100%
减持
OMC
OMNICOM GROUP INC COM
-$1.6M
35,198
-21%
增持
KO
COCA COLA CO COM
+$1.6M
435,960
+15%
清仓
RF
REGIONS FINANCIAL CORP NEW COM
-$1.5M
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW COM
-$1.5M
1,210,360
+6%
减持
EMN
EASTMAN CHEM CO COM
-$1.5M
4,154
-81%
减持
C
CITIGROUP INC COM NEW
-$1.5M
113,906
-15%
减持
CBRE
CBRE GROUP INC CL A
-$1.5M
47,740
-23%
减持
HSY
HERSHEY CO COM
-$1.4M
26,423
-2%
减持
—
TE CONNECTIVITY LTD SHS
-$1.4M
76,468
-1%
清仓
BDX
BECTON DICKINSON CO COM
-$1.4M
0
-100%
减持
STLD
STEEL DYNAMICS INC COM
-$1.4M
77,521
-13%
增持
NVR
NVR INC COM
+$1.4M
2,207
+19%
增持
CBOE
CBOE GLOBAL MKTS INC COM
+$1.4M
23,270
+42%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$1.4M
129,816
+10%
增持
—
GARMIN LTD SHS
+$1.3M
29,412
+75%
增持
CSCO
CISCO SYS INC COM
+$1.3M
325,876
+4%
清仓
DVN
DEVON ENERGY CORP NEW COM
-$1.3M
0
-100%
减持
—
DISCOVER FINL SVCS COM
-$1.3M
41,933
-1%
增持
ITW
ILLINOIS TOOL WKS INC COM
-$1.3M
70,391
+1%
减持
ON
ON SEMICONDUCTOR CORP COM
-$1.3M
48,213
-21%
减持
AVGO
BROADCOM INC COM
-$1.3M
18,567
-3%
增持
ED
CONSOLIDATED EDISON INC COM
+$1.3M
53,476
+46%
