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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 67
减持 63
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
WPC
WP CAREY INC COM
-$140.1M
23,186
-99%
减持
REG
REGENCY CTRS CORP COM
-$100.0M
415,679
-76%
增持
FRT
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
+$97.2M
1,006,663
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。
+8607%
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC COM
+$93.8M
2,872,904
减持
EQIX
EQUINIX INC COM
-$89.1M
372,032
-11%
减持
SUI
SUN CMNTYS INC COM
-$88.1M
432,595
-63%
建仓
CPT
CAMDEN PPTY TR SH BEN INT
+$81.9M
669,541
增持
WELL
WELLTOWER INC COM
+$80.4M
2,641,471
+3%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$70.4M
859,843
-31%
增持
ADC
AGREE RLTY CORP COM
+$62.2M
956,246
+481%
建仓
MAC
MACERICH CO COM
+$59.6M
3,470,664
减持
AAPL
APPLE INC COM
-$49.1M
1,046,503
-7%
增持
NVDA
NVIDIA CORPORATION COM
-$45.2M
1,904,080
+2%
建仓
WMT
WALMART INC COM
+$32.9M
374,450
减持
ITRI
ITRON INC COM
-$26.9M
341,177
-41%
减持
KRC
KILROY RLTY CORP COM
-$25.7M
2,865,769
-3%
增持
IRM
IRON MTN INC DEL COM
+$23.5M
1,597,968
+47%
减持
TSLA
TESLA INC COM
-$21.3M
92,796
-17%
减持
MSFT
MICROSOFT CORP COM
-$21.0M
426,709
-1%
增持
ILMN
ILLUMINA INC COM
-$18.7M
534,435
+17%
增持
NEE
NEXTERA ENERGY INC COM
+$17.0M
377,303
+178%
增持
SNPS
SYNOPSYS INC COM
+$14.8M
59,465
+169%
减持
BRX
BRIXMOR PPTY GROUP INC COM
-$14.6M
3,086,961
-11%
减持
DLR
DIGITAL RLTY TR INC COM
-$14.6M
403,874
-1%
增持
PLD
PROLOGIS INC. COM
+$14.1M
1,994,849
+1%
建仓
CTRE
CARETRUST REIT INC COM
+$14.1M
492,976
增持
UDR
UDR INC COM
+$14.0M
3,349,655
+6%
增持
IQV
IQVIA HLDGS INC COM
+$13.6M
92,351
+587%
清仓
FAST
FASTENAL CO COM
-$13.6M
0
-100%
增持
HDB
HDFC BANK LTD SPONSORED ADS
+$12.2M
693,362
+31%
减持
INVH
INVITATION HOMES INC COM
+$12.0M
5,030,685
-2%
增持
AMZN
AMAZON COM INC COM
-$11.9M
531,307
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$11.8M
189,875
-7%
减持
ABT
ABBOTT LABS COM
+$10.6M
659,670
-3%
建仓
WCN
WASTE CONNECTIONS INC COM
+$9.7M
49,902
增持
GILD
GILEAD SCIENCES INC COM
+$9.3M
123,274
+154%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC COM
+$8.7M
349,591
+43%
增持
EXR
EXTRA SPACE STORAGE INC COM
+$8.5M
1,382,549
+5%
减持
AMAT
APPLIED MATLS INC COM
-$8.2M
90,513
-31%
增持
TTEK
TETRA TECH INC NEW COM
+$8.0M
490,333
+209%
减持
PSA
PUBLIC STORAGE OPER CO COM
-$7.9M
153,039
-15%
减持
—
PENTAIR PLC SHS
-$7.4M
57,428
-54%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$7.2M
202,639
+122%
增持
COLD
AMERICOLD REALTY TRUST INC COM
+$7.2M
5,876,782
+6%
增持
AVGO
BROADCOM INC COM
-$7.0M
186,136
+13%
减持
AWK
AMERICAN WTR WKS CO INC NEW COM
-$7.0M
28,546
-68%
增持
T
AT T INC COM
+$6.9M
637,329
+30%
清仓
SFM
SPROUTS FMRS MKT INC COM
-$6.7M
0
-100%
减持
ARGX
ARGENX SE SPONSORED ADR
-$6.0M
48,799
-14%
减持
—
LINDE PLC SHS
+$6.0M
149,012
-2%
增持
DIS
DISNEY WALT CO COM
+$5.8M
94,657
+201%
减持
LRCX
LAM RESEARCH CORP COM NEW
-$5.7M
128,114
-38%
减持
DHR
DANAHER CORPORATION COM
-$5.7M
9,366
-72%
增持
ALB
ALBEMARLE CORP COM
-$5.5M
561,949
+5%
减持
META
META PLATFORMS INC CL A
-$5.5M
188,080
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$5.1M
52,874
+4%
增持
WMS
ADVANCED DRAIN SYS INC DEL COM
+$5.0M
205,819
+37%
减持
COR
CENCORA INC COM
-$4.8M
33,508
-47%
增持
FOXA
FOX CORP CL A COM
+$4.7M
199,057
+48%
减持
KLAC
KLA CORP COM NEW
-$4.4M
20,827
-29%
增持
HD
HOME DEPOT INC COM
+$4.3M
47,092
+42%
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$4.3M
98,124
+2391%
增持
RHP
RYMAN HOSPITALITY PPTYS INC COM
-$4.1M
530,200
+5%
减持
—
MEDTRONIC PLC SHS
+$4.1M
1,150,332
-7%
增持
CMCSA
COMCAST CORP NEW CL A
+$3.9M
612,782
+23%
增持
DOC
HEALTHPEAK PROPERTIES INC COM
+$3.9M
7,374,728
+3%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$3.6M
98,358
+20%
增持
LLY
ELI LILLY CO COM
+$3.5M
16,734
+25%
增持
TWLO
TWILIO INC CL A
+$3.4M
67,850
+125%
减持
COST
COSTCO WHSL CORP NEW COM
-$3.3M
19,032
-18%
增持
MS
MORGAN STANLEY COM NEW
+$3.2M
86,640
+57%
增持
OTIS
OTIS WORLDWIDE CORP COM
+$3.1M
177,812
+8%
建仓
LYV
LIVE NATION ENTERTAINMENT IN COM
+$3.0M
23,142
清仓
NUE
NUCOR CORP COM
-$2.9M
0
-100%
减持
WST
WEST PHARMACEUTICAL SVSC INC COM
-$2.9M
4,921
-60%
减持
CSX
CSX CORP COM
-$2.9M
18,981
-82%
清仓
UBER
UBER TECHNOLOGIES INC COM
-$2.8M
0
-100%
增持
APP
APPLOVIN CORP COM CL A
+$2.8M
33,862
+78%
减持
VST
VISTRA CORP COM
-$2.8M
39,993
-26%
增持
HWM
HOWMET AEROSPACE INC COM
+$2.7M
113,429
+3%
减持
AIG
AMERICAN INTL GROUP INC COM NEW
+$2.6M
195,284
-1%
减持
APH
AMPHENOL CORP NEW CL A
-$2.6M
160,443
-15%
减持
QCOM
QUALCOMM INC COM
-$2.5M
120,458
-12%
增持
FTNT
FORTINET INC COM
+$2.5M
166,464
+17%
减持
MRSH
MARSH MCLENNAN COS INC COM
+$2.5M
83,116
-1%
建仓
CHTR
CHARTER COMMUNICATIONS INC N CL A
+$2.3M
6,366
增持
TTD
THE TRADE DESK INC COM CL A
-$2.3M
38,606
+3%
减持
VRT
VERTIV HOLDINGS CO COM CL A
-$2.3M
37,555
-14%
减持
CTVA
CORTEVA INC COM
+$2.2M
726,244
-5%
增持
USB
US BANCORP DEL COM NEW
+$2.2M
170,491
+63%
减持
LEN
LENNAR CORP CL A
-$2.2M
51,522
-13%
增持
TMUS
T-MOBILE US INC COM
+$2.1M
28,668
+14%
清仓
GL
GLOBE LIFE INC COM
-$2.0M
0
-100%
增持
SYY
SYSCO CORP COM
+$1.9M
32,898
+349%
减持
GE
GE AEROSPACE COM NEW
-$1.9M
77,862
-26%
增持
—
JOHNSON CTLS INTL PLC SHS
+$1.9M
100,916
+28%
增持
NTRS
NORTHERN TR CORP COM
+$1.8M
50,983
+62%
清仓
UNH
UNITEDHEALTH GROUP INC COM
-$1.7M
0
-100%
增持
AFL
AFLAC INC COM
+$1.7M
190,127
+1%
增持
NI
NISOURCE INC COM
+$1.6M
147,986
+26%
清仓
TER
TERADYNE INC COM
-$1.6M
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
+$1.6M
113,821
-1%
增持
TJX
TJX COS INC NEW COM
+$1.6M
197,435
+6%
增持
TFC
TRUIST FINL CORP COM
+$1.6M
132,961
+48%
增持
GEN
GEN DIGITAL INC COM
+$1.6M
213,495
+42%
增持
FFIV
F5 INC COM
+$1.5M
10,494
+110%
建仓
NWSA
NEWS CORP NEW CL A
+$1.5M
55,748
减持
CTAS
CINTAS CORP COM
+$1.5M
131,784
-6%
增持
UAL
UNITED AIRLS HLDGS INC COM
+$1.4M
60,209
+114%
减持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$1.4M
187,148
-2%
增持
PEP
PEPSICO INC COM
+$1.4M
26,156
+56%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$1.4M
4,793
+144%
减持
—
FLEX LTD ORD
-$1.3M
240,597
-1%
建仓
MRP
MILLROSE PPTYS INC COM CL A ADDED
+$1.2M
46,955
减持
A
AGILENT TECHNOLOGIES INC COM
-$1.2M
48,670
-6%
清仓
GRAL
GRAIL INC COM
-$1.2M
0
-100%
增持
STT
STATE STR CORP COM
+$1.2M
95,705
+28%
减持
ABBV
ABBVIE INC COM
+$1.2M
60,878
-6%
减持
JPM
JPMORGAN CHASE CO. COM
+$1.2M
275,567
-1%
减持
ORCL
ORACLE CORP COM
-$1.2M
23,176
-12%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$1.2M
39,038
+11%
减持
YUM
YUM BRANDS INC COM
-$1.1M
53,223
-25%
减持
HCA
HCA HEALTHCARE INC COM
+$1.1M
34,404
-4%
增持
ADP
AUTOMATIC DATA PROCESSING IN COM
+$1.1M
52,380
+3%
增持
PKG
PACKAGING CORP AMER COM
+$1.1M
17,548
+65%
建仓
PANW
PALO ALTO NETWORKS INC COM
+$1.1M
6,178
增持
BAC
BANK AMERICA CORP COM
-$1.0M
687,191
+2%
减持
—
HOLOGIC INC COM
-$1.0M
92,272
-1%
减持
STLD
STEEL DYNAMICS INC COM
-$1.0M
48,510
-22%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$1.0M
36,566
+4%
减持
NFLX
NETFLIX INC COM
+$981.0K
47,624
-2%
减持
PHM
PULTE GROUP INC COM
-$955.0K
114,063
-2%
增持
ATO
ATMOS ENERGY CORP COM
+$930.0K
54,410
+1%
增持
DTE
DTE ENERGY CO COM
+$923.0K
13,063
+79%
建仓
WEC
WEC ENERGY GROUP INC COM
+$918.0K
8,421
减持
VRSN
VERISIGN INC COM
+$901.0K
68,690
-14%
减持
DHI
D R HORTON INC COM
-$892.0K
41,564
-6%
减持
WY
WEYERHAEUSER CO MTN BE COM NEW
-$846.0K
5,171
-85%
增持
VRSK
VERISK ANALYTICS INC COM
+$816.0K
34,583
+1%
减持
EIX
EDISON INTL COM
-$814.0K
21,090
-18%
减持
ALLY
ALLY FINL INC COM
-$748.0K
78,430
-22%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN COM
+$736.0K
1,019,059
+6%
减持
DRI
DARDEN RESTAURANTS INC COM
-$725.0K
19,606
-24%
增持
ADBE
ADOBE INC COM
-$710.0K
20,721
+6%
减持
—
SPOTIFY TECHNOLOGY S A SHS
-$700.0K
11,509
-27%
减持
—
ARCH CAP GROUP LTD ORD
-$684.0K
109,432
-10%
减持
FERG
FERGUSON ENTERPRISES INC
-$665.0K
36,172
-3%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN COM NEW
-$647.0K
484,315
-15%
增持
PG
PROCTER AND GAMBLE CO COM
+$646.0K
109,718
+2%
增持
DOCU
DOCUSIGN INC COM
+$610.0K
121,162
+18%
