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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 69
减持 42
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
EQIX
EQUINIX INC COM
+$127.8M
414,217
+56%
减持
DLR
DIGITAL RLTY TR INC COM
-$126.2M
321,521
-75%
增持
NVDA
NVIDIA CORPORATION COM
+$107.2M
199,050
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。
+36%
增持
MSFT
MICROSOFT CORP COM
+$64.3M
470,679
+32%
减持
SUI
SUN CMNTYS INC COM
-$63.1M
479,613
-49%
增持
ALB
ALBEMARLE CORP COM
+$38.0M
413,492
+262%
减持
CPT
CAMDEN PPTY TR SH BEN INT
-$34.4M
846,016
-29%
建仓
AMH
AMERICAN HOMES 4 RENT CL A
+$32.2M
875,456
增持
UDR
UDR INC COM
+$31.1M
3,211,724
+38%
增持
META
META PLATFORMS INC CL A
+$30.9M
168,780
+17%
建仓
HDB
HDFC BANK LTD SPONSORED ADS
+$27.6M
493,024
增持
AMZN
AMAZON COM INC COM
+$19.3M
334,959
+24%
减持
PEP
PEPSICO INC COM
-$18.3M
15,473
-87%
减持
PLD
PROLOGIS INC. COM
-$18.1M
3,105,328
-2%
增持
WPC
WP CAREY INC COM
-$17.6M
2,109,122
+0%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$17.5M
1,214,937
+0%
减持
KRC
KILROY RLTY CORP COM
-$17.1M
1,629,354
-15%
增持
INVH
INVITATION HOMES INC COM
+$15.4M
4,965,248
+5%
减持
KO
COCA COLA CO COM
-$14.4M
173,733
-59%
增持
JPM
JPMORGAN CHASE CO COM
+$14.2M
277,276
+14%
清仓
MPC
MARATHON PETE CORP COM
-$13.0M
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$12.3M
101,393
-48%
增持
EXR
EXTRA SPACE STORAGE INC COM
-$12.3M
1,369,446
+3%
增持
NFLX
NETFLIX INC COM
+$12.2M
41,421
+55%
减持
CSCO
CISCO SYS INC COM
-$11.5M
42,057
-84%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$11.2M
5,971
-78%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$10.8M
198,517
+1%
增持
O
REALTY INCOME CORP COM
+$10.7M
2,017,028
+18%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$10.4M
547,823
+6%
减持
PSA
PUBLIC STORAGE COM
-$10.4M
155,035
-15%
清仓
CF
CF INDS HLDGS INC COM
-$10.0M
0
-100%
清仓
MDLZ
MONDELEZ INTL INC CL A
-$10.0M
0
-100%
清仓
—
EXXON MOBIL CORP COM
-$9.7M
0
-100%
增持
AMAT
APPLIED MATLS INC COM
+$9.7M
140,420
+18%
清仓
—
CHECK POINT SOFTWARE TECH LT ORD
-$9.3M
0
-100%
清仓
SBS
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR
-$9.3M
0
-100%
增持
QCOM
QUALCOMM INC COM
+$9.2M
56,279
+2513%
减持
—
COCA-COLA EUROPACIFIC PARTNE SHS
-$9.0M
63,819
-68%
增持
MA
MASTERCARD INCORPORATED CL A
+$9.0M
112,250
+6%
增持
REXR
REXFORD INDL RLTY INC COM
-$9.0M
2,431,927
+4%
减持
SFM
SPROUTS FMRS MKT INC COM
-$8.6M
171,855
-58%
清仓
VLO
VALERO ENERGY CORP COM
-$8.2M
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW COM
-$8.1M
110,749
-32%
清仓
LNG
CHENIERE ENERGY INC COM NEW
-$8.0M
0
-100%
增持
BAC
BANK AMERICA CORP COM
+$7.7M
230,910
+669%
增持
C
CITIGROUP INC COM NEW
+$7.7M
263,873
+51%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$7.6M
118,950
-0%
增持
V
VISA INC COM CL A
+$7.5M
204,034
+7%
建仓
CPAY
CORPAY INC COM SHS ADDED
+$7.2M
23,432
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
+$7.2M
48,806
+175%
清仓
PSX
PHILLIPS 66 COM
-$6.9M
0
-100%
清仓
PK
PARK HOTELS RESORTS INC COM
-$6.6M
0
-100%
清仓
—
FLEETCOR TECHNOLOGIES INC COM
-$6.6M
0
-100%
增持
CRM
SALESFORCE INC COM
+$6.3M
42,373
+71%
增持
GE
GENERAL ELECTRIC CO COM NEW
+$6.2M
127,201
+1%
增持
—
LAM RESEARCH CORP COM
+$6.0M
18,107
+23%
增持
AXP
AMERICAN EXPRESS CO COM
+$5.9M
54,448
+57%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$5.8M
50,732
+116%
增持
COF
CAPITAL ONE FINL CORP COM
+$5.8M
40,287
+2869%
增持
HD
HOME DEPOT INC COM
+$5.8M
20,041
+264%
减持
KMB
KIMBERLY-CLARK CORP COM
-$5.7M
14,045
-77%
增持
HST
HOST HOTELS RESORTS INC COM
+$5.5M
3,053,756
+3%
减持
CL
COLGATE PALMOLIVE CO COM
-$5.3M
57,984
-56%
增持
MAS
MASCO CORP COM
+$5.3M
147,335
+56%
增持
CAT
CATERPILLAR INC COM
+$5.0M
57,832
+5%
清仓
AYI
ACUITY BRANDS INC COM
-$5.0M
0
-100%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
-$4.8M
88,369
-38%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$4.7M
443,916
-2%
清仓
HSY
HERSHEY CO COM
-$4.5M
0
-100%
增持
NEE
NEXTERA ENERGY INC COM
+$4.4M
618,825
+7%
减持
MRK
MERCK CO INC COM
-$4.3M
11,072
-79%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$4.3M
15,420
+428%
增持
EXPE
EXPEDIA GROUP INC COM NEW
+$3.9M
72,716
+80%
清仓
EOG
EOG RES INC COM
-$3.9M
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$3.8M
11,527
+342%
清仓
MNST
MONSTER BEVERAGE CORP NEW COM
-$3.8M
0
-100%
增持
ADBE
ADOBE INC COM
-$3.7M
43,900
+1%
增持
BNY
BANK NEW YORK MELLON CORP COM
+$3.7M
181,249
+39%
增持
SYF
SYNCHRONY FINANCIAL COM
+$3.6M
156,316
+91%
增持
PRU
PRUDENTIAL FINL INC COM
+$3.6M
32,470
+1514%
减持
ED
CONSOLIDATED EDISON INC COM
-$3.5M
16,280
-70%
减持
WELL
WELLTOWER INC COM
+$3.5M
2,418,507
-2%
增持
FISV
FISERV INC COM
+$3.4M
62,359
+26%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN COM NEW
+$3.3M
170,018
建仓
ALLY
ALLY FINL INC COM
+$3.3M
81,487
增持
—
TRANE TECHNOLOGIES PLC SHS
+$3.3M
49,656
+4%
减持
MCD
MCDONALDS CORP COM
-$3.3M
62,452
-11%
增持
FAST
FASTENAL CO COM
+$3.2M
242,999
+1%
清仓
CHD
CHURCH DWIGHT CO INC COM
-$3.1M
0
-100%
增持
FBIN
FORTUNE BRANDS INNOVATIONS I COM
+$3.0M
43,628
+413%
建仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$3.0M
131,428
减持
GILD
GILEAD SCIENCES INC COM
-$3.0M
55,034
-37%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
+$3.0M
17,407
-1%
增持
CSX
CSX CORP COM
+$3.0M
132,039
+142%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$2.9M
139,919
+19%
增持
URI
UNITED RENTALS INC COM
+$2.9M
15,645
+7%
增持
MCHP
MICROCHIP TECHNOLOGY INC. COM
+$2.9M
56,953
+131%
增持
TROW
PRICE T ROWE GROUP INC COM
+$2.9M
25,537
+1080%
清仓
HUM
HUMANA INC COM
-$2.8M
0
-100%
减持
LW
LAMB WESTON HLDGS INC COM
-$2.8M
28,267
-47%
清仓
—
PIONEER NAT RES CO COM
-$2.8M
0
-100%
清仓
PFE
PFIZER INC COM
-$2.8M
0
-100%
减持
COR
CENCORA INC COM
+$2.7M
89,908
-3%
清仓
CVX
CHEVRON CORP NEW COM
-$2.7M
0
-100%
增持
NOW
SERVICENOW INC COM
+$2.6M
4,130
+483%
增持
VST
VISTRA CORP COM
+$2.6M
41,336
+559%
增持
CRWD
CROWDSTRIKE HLDGS INC CL A
+$2.6M
9,569
+462%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$2.6M
62,481
+6%
增持
PHM
PULTE GROUP INC COM
+$2.5M
135,834
+1%
增持
ABT
ABBOTT LABS COM
+$2.5M
649,215
+0%
增持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO CL A
+$2.4M
135,007
+36%
增持
—
BLACKROCK INC COM
+$2.3M
4,095
+204%
增持
LEN
LENNAR CORP CL A
+$2.2M
78,364
+4%
增持
AAPL
APPLE INC COM
+$2.2M
991,643
+14%
减持
—
ARCH CAP GROUP LTD ORD
+$2.2M
135,008
-3%
清仓
BKR
BAKER HUGHES COMPANY CL A
-$2.1M
0
-100%
减持
BF/B
BROWN FORMAN CORP CL B
-$2.0M
34,561
-48%
清仓
—
SPLUNK INC COM
-$2.0M
0
-100%
减持
CBSH
COMMERCE BANCSHARES INC COM
-$2.0M
62,870
-37%
建仓
FITB
FIFTH THIRD BANCORP COM
+$2.0M
53,121
清仓
ORCL
ORACLE CORP COM
-$1.9M
0
-100%
清仓
TMUS
T-MOBILE US INC COM
-$1.9M
0
-100%
减持
HWM
HOWMET AEROSPACE INC COM
+$1.9M
145,755
-2%
减持
MCK
MCKESSON CORP COM
-$1.9M
40,091
-21%
建仓
DASH
DOORDASH INC CL A
+$1.9M
13,804
增持
DOCU
DOCUSIGN INC COM
+$1.9M
36,433
+682%
增持
AMP
AMERIPRISE FINL INC COM
+$1.9M
28,015
+2%
减持
AVGO
BROADCOM INC COM
+$1.9M
9,463
-1%
增持
FTNT
FORTINET INC COM
+$1.8M
175,791
+1%
减持
HIG
HARTFORD FINL SVCS GROUP INC COM
+$1.8M
84,115
-2%
增持
ILMN
ILLUMINA INC COM
+$1.8M
227,578
+7%
增持
LOW
LOWES COS INC COM
+$1.7M
42,591
+4%
建仓
EBAY
EBAY INC. COM
+$1.7M
32,511
清仓
—
KELLANOVA COM
-$1.7M
0
-100%
减持
DOV
DOVER CORP COM
+$1.6M
73,050
-1%
减持
APH
AMPHENOL CORP NEW CL A
+$1.6M
100,650
-0%
建仓
EQH
EQUITABLE HLDGS INC COM
+$1.6M
41,730
建仓
FIS
FIDELITY NATL INFORMATION SV COM
+$1.6M
21,302
增持
NUE
NUCOR CORP COM
+$1.6M
60,518
+1%
减持
AMGN
AMGEN INC COM
-$1.5M
4,102
-56%
增持
AKAM
AKAMAI TECHNOLOGIES INC COM
+$1.5M
56,036
+45%
增持
STT
STATE STR CORP COM
+$1.5M
21,082
+876%
减持
ITRI
ITRON INC COM
+$1.4M
738,139
-17%
减持
GNTX
GENTEX CORP COM
-$1.4M
160,558
-27%
减持
—
CHUBB LIMITED COM
+$1.4M
50,281
-2%
建仓
CFG
CITIZENS FINL GROUP INC COM
+$1.3M
36,686
减持
L
LOEWS CORP COM
+$1.3M
170,397
-1%
减持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$1.3M
32,364
-0%
建仓
KKR
KKR CO INC COM
+$1.3M
12,892
建仓
PYPL
PAYPAL HLDGS INC COM
+$1.2M
18,511
