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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 8
增持 68
减持 59
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
PLD
PROLOGIS INC. COM
-$174.8M
2,043,892
-34%
增持
ELS
EQUITY LIFESTYLE PPTYS INC COM
+$117.5M
1,843,496
+4586%
建仓
COLD
AMERICOLD REALTY TRUST INC COM
+$114.4M
4,480,675
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
REG
REGENCY CTRS CORP COM
+$100.1M
1,670,607
+2587%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN COM
-$88.4M
0
-100%
增持
SUI
SUN CMNTYS INC COM
+$88.4M
1,246,739
+160%
减持
ESS
ESSEX PPTY TR INC COM
-$85.7M
11,072
-97%
清仓
CPT
CAMDEN PPTY TR SH BEN INT
-$83.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
+$70.3M
2,024,561
+917%
建仓
ADC
AGREE RLTY CORP COM
+$70.2M
1,133,761
清仓
—
SITE CTRS CORP COM
-$61.0M
0
-100%
减持
FRT
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
-$60.3M
11,561
-98%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$56.0M
761,266
+39%
清仓
EPR
EPR PPTYS COM SH BEN INT
-$54.0M
0
-100%
增持
BRX
BRIXMOR PPTY GROUP INC COM
+$53.8M
3,761,248
+167%
清仓
KIM
KIMCO RLTY CORP COM
-$42.6M
0
-100%
增持
HIW
HIGHWOODS PPTYS INC COM
+$41.9M
3,629,485
+78%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$36.1M
72,596
+739%
增持
KRC
KILROY RLTY CORP COM
+$34.6M
3,015,046
+85%
减持
O
REALTY INCOME CORP COM
-$33.1M
1,439,953
-29%
减持
AAPL
APPLE INC COM
+$26.1M
931,497
-6%
增持
DOC
HEALTHPEAK PROPERTIES INC COM
+$21.5M
7,338,914
+12%
减持
NEE
NEXTERA ENERGY INC COM
-$18.9M
291,931
-53%
增持
WPC
WP CAREY INC COM
+$18.5M
2,498,975
+18%
减持
WELL
WELLTOWER INC COM
+$16.8M
2,328,566
-4%
增持
MSFT
MICROSOFT CORP COM
+$16.3M
479,468
+2%
减持
PEB
PEBBLEBROOK HOTEL TR COM
-$13.9M
3,240,516
-15%
清仓
—
AON PLC SHS CL A
-$12.8M
0
-100%
建仓
—
APTIV PLC SHS
+$12.3M
174,492
减持
SNPS
SYNOPSYS INC COM
-$11.9M
1,973
-91%
增持
ILMN
ILLUMINA INC COM
+$11.7M
411,362
+81%
增持
COST
COSTCO WHSL CORP NEW COM
+$11.2M
16,822
+298%
减持
UDR
UDR INC COM
+$10.5M
3,176,167
-1%
增持
PG
PROCTER AND GAMBLE CO COM
+$10.3M
161,907
+60%
增持
ARGX
ARGENX SE SPONSORED ADR
+$10.1M
64,409
+44%
增持
CL
COLGATE PALMOLIVE CO COM
+$10.1M
157,608
+172%
减持
MCD
MCDONALDS CORP COM
-$9.6M
31,585
-49%
减持
—
LINDE PLC SHS
-$9.3M
152,918
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$8.8M
101,259
-15%
减持
ITRI
ITRON INC COM
-$8.0M
609,705
-17%
增持
—
MEDTRONIC PLC SHS
-$7.9M
1,122,893
+2%
增持
CAT
CATERPILLAR INC COM
+$7.8M
87,044
+51%
建仓
RHP
RYMAN HOSPITALITY PPTYS INC COM
+$7.5M
75,226
增持
HST
HOST HOTELS RESORTS INC COM
-$7.2M
3,113,528
+2%
增持
AMZN
AMAZON COM INC COM
+$7.2M
349,715
+4%
增持
EQIX
EQUINIX INC COM
-$6.4M
443,350
+7%
清仓
PANW
PALO ALTO NETWORKS INC COM
-$6.3M
0
-100%
减持
ABT
ABBOTT LABS COM
-$6.3M
649,145
-0%
减持
GE
GE AEROSPACE COM NEW
-$6.3M
101,005
-21%
增持
ALB
ALBEMARLE CORP COM
-$6.2M
505,731
+22%
增持
—
LAM RESEARCH CORP COM
+$5.9M
22,093
+22%
减持
ADSK
AUTODESK INC COM
-$5.9M
4,849
-82%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$5.6M
23,374
-54%
增持
BAC
BANK AMERICA CORP COM
+$5.6M
361,937
+57%
增持
QCOM
QUALCOMM INC COM
+$5.5M
75,372
+34%
减持
GNTX
GENTEX CORP COM
-$5.4M
11,100
-93%
增持
MRK
MERCK CO INC COM
+$5.1M
53,326
+382%
减持
ADBE
ADOBE INC COM
-$5.1M
30,668
-30%
减持
—
PENTAIR PLC SHS
-$5.0M
309,316
-8%
增持
GDDY
GODADDY INC CL A
+$5.0M
75,313
+61%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$4.9M
21,487
+86%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN COM NEW
+$4.8M
428,406
+152%
增持
FIS
FIDELITY NATL INFORMATION SV COM
+$4.8M
84,849
+298%
减持
CPRT
COPART INC COM
-$4.7M
48,523
-62%
减持
AME
AMETEK INC COM
-$4.7M
57,063
-27%
清仓
—
LABORATORY CORP AMER HLDGS COM NEW
-$4.7M
0
-100%
增持
MET
METLIFE INC COM
+$4.6M
69,796
+1803%
减持
ORLY
OREILLY AUTOMOTIVE INC COM
-$4.6M
14,244
-18%
减持
KO
COCA COLA CO COM
-$4.5M
95,756
-45%
清仓
—
COCA-COLA EUROPACIFIC PARTNE SHS
-$4.5M
0
-100%
增持
NFLX
NETFLIX INC COM
+$4.4M
43,841
+6%
建仓
LH
LABCORP HOLDINGS INC COM SHS ADDED
+$4.4M
21,537
减持
CAH
CARDINAL HEALTH INC COM
-$4.4M
140,125
-14%
减持
FICO
FAIR ISAAC CORP COM
+$4.3M
18,523
-1%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$4.3M
204,969
+46%
增持
UNP
UNION PAC CORP COM
+$4.2M
19,306
+2790%
增持
ABBV
ABBVIE INC COM
+$4.2M
32,790
+308%
增持
EQH
EQUITABLE HLDGS INC COM
+$4.1M
139,713
+235%
减持
SFM
SPROUTS FMRS MKT INC COM
-$4.1M
83,863
-51%
清仓
GILD
GILEAD SCIENCES INC COM
-$4.0M
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$4.0M
23,450
增持
REXR
REXFORD INDL RLTY INC COM
+$4.0M
2,833,520
+17%
减持
FTNT
FORTINET INC COM
-$4.0M
132,568
-25%
减持
AMAT
APPLIED MATLS INC COM
+$3.9M
139,128
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$3.9M
201,652
+2%
增持
PRU
PRUDENTIAL FINL INC COM
+$3.7M
64,277
+98%
增持
TJX
TJX COS INC NEW COM
+$3.7M
164,726
+16%
增持
DHR
DANAHER CORPORATION COM
+$3.7M
16,636
+805%
增持
HD
HOME DEPOT INC COM
+$3.6M
32,768
+64%
增持
HAIN
HAIN CELESTIAL GROUP INC COM
-$3.6M
4,183,854
+1%
减持
GL
GLOBE LIFE INC COM
-$3.5M
34,875
-37%
减持
DHI
D R HORTON INC COM
-$3.5M
65,326
-16%
减持
ODFL
OLD DOMINION FREIGHT LINE IN COM
-$3.5M
27,782
-27%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$3.4M
55,596
+12%
减持
AKAM
AKAMAI TECHNOLOGIES INC COM
-$3.3M
31,400
-44%
减持
MOH
MOLINA HEALTHCARE INC COM
-$3.2M
2,070
-78%
增持
PSA
PUBLIC STORAGE OPER CO COM
+$3.2M
167,431
+8%
增持
ROST
ROSS STORES INC COM
+$3.2M
24,848
+724%
增持
MA
MASTERCARD INCORPORATED CL A
-$3.1M
115,475
+3%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$3.0M
0
-100%
清仓
LW
LAMB WESTON HLDGS INC COM
-$3.0M
0
-100%
增持
AXP
AMERICAN EXPRESS CO COM
+$3.0M
66,542
+22%
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$3.0M
0
-100%
增持
JPM
JPMORGAN CHASE CO. COM
+$2.9M
289,079
+4%
增持
ECL
ECOLAB INC COM
+$2.8M
37,416
+42%
减持
CDNS
CADENCE DESIGN SYSTEM INC COM
-$2.8M
27,922
-24%
减持
COR
CENCORA INC COM
-$2.8M
84,688
-6%
增持
WAB
WABTEC COM
+$2.8M
51,957
+39%
减持
LULU
LULULEMON ATHLETICA INC COM
-$2.7M
2,825
-68%
减持
CRM
SALESFORCE INC COM
-$2.6M
39,402
-7%
增持
CUBE
CUBESMART COM
+$2.6M
868,769
+7%
减持
AVGO
BROADCOM INC COM
-$2.6M
6,214
-34%
减持
IT
GARTNER INC COM
-$2.6M
39,163
-7%
建仓
TTEK
TETRA TECH INC NEW COM
+$2.5M
12,400
增持
BLDR
BUILDERS FIRSTSOURCE INC COM
-$2.5M
55,212
+13%
清仓
MELI
MERCADOLIBRE INC COM
-$2.5M
0
-100%
增持
HLT
HILTON WORLDWIDE HLDGS INC COM
+$2.4M
14,378
+338%
减持
DLR
DIGITAL RLTY TR INC COM
+$2.4M
320,360
-0%
增持
SYF
SYNCHRONY FINANCIAL COM
+$2.3M
191,926
+23%
减持
CDW
CDW CORP COM
-$2.3M
33,087
-12%
增持
NUE
NUCOR CORP COM
-$2.2M
61,793
+2%
增持
SPG
SIMON PPTY GROUP INC NEW COM
-$2.2M
1,238,123
+2%
减持
WMS
ADVANCED DRAIN SYS INC DEL COM
-$2.1M
81,590
-8%
减持
ADM
ARCHER DANIELS MIDLAND CO COM
-$2.1M
426,138
-4%
减持
—
AMDOCS LTD SHS
-$2.1M
137,432
-4%
增持
V
VISA INC COM CL A
-$2.1M
209,099
+2%
减持
LEN
LENNAR CORP CL A
-$2.0M
76,542
-2%
减持
JBHT
HUNT J B TRANS SVCS INC COM
-$2.0M
19,244
-24%
减持
YUM
YUM BRANDS INC COM
-$2.0M
117,156
-7%
增持
APH
AMPHENOL CORP NEW CL A
+$2.0M
201,300
+100%
增持
WM
WASTE MGMT INC DEL COM
+$1.9M
24,567
+59%
增持
PCAR
PACCAR INC COM
-$1.9M
104,408
+2%
减持
CHRW
C H ROBINSON WORLDWIDE INC COM NEW
-$1.8M
17,795
-60%
减持
ELV
ELEVANCE HEALTH INC COM
-$1.8M
2,319
-61%
减持
MCK
MCKESSON CORP COM
+$1.8M
39,991
-0%
清仓
BF/B
BROWN FORMAN CORP CL B
-$1.8M
0
-100%
增持
KMB
KIMBERLY-CLARK CORP COM
+$1.8M
25,927
+85%
减持
CARR
CARRIER GLOBAL CORPORATION COM
-$1.7M
79,724
-32%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$1.7M
117,794
+10%
减持
HSIC
HENRY SCHEIN INC COM
-$1.6M
99,154
-6%
减持
EXPE
EXPEDIA GROUP INC COM NEW
-$1.6M
66,595
-8%
增持
EBAY
EBAY INC. COM
+$1.6M
61,115
+88%
增持
INVH
INVITATION HOMES INC COM
+$1.6M
4,969,914
+0%
建仓
VLTO
VERALTO CORP COM SHS
+$1.5M
16,007
减持
ALV
AUTOLIV INC COM
-$1.5M
19,227
-35%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$1.5M
40,702
-35%
减持
CBOE
CBOE GLOBAL MKTS INC COM
-$1.5M
26,522
-19%
增持
AMP
AMERIPRISE FINL INC COM
+$1.5M
32,237
+15%
增持
NTAP
NETAPP INC COM
+$1.5M
60,129
+1%
减持
SEIC
SEI INVTS CO COM
-$1.5M
194,510
-0%
