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Size ($ in 1000's)
At 12/31/2023: $6,567,143
At 09/30/2023: $5,796,782
PGGM Investments holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from PGGM Investments 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the PGGM Investments top holdings by largest position size, as per the latest 13f filing made by PGGM Investments.
In the PGGM Investments-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by PGGM Investments in that top holding, then the share count change between reporting periods, and finally the PGGM Investments top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| PROLOGIS INC. COM |
3,169,612 |
+717,172 |
$422,509 | | PLD | 3,169,612 | +717,172 | $422,509 | | WELLTOWER INC COM |
2,467,640 |
+107,311 |
$222,507 | | WELL | 2,467,640 | +107,311 | $222,507 | | EQUINIX INC COM |
265,852 |
+11,300 |
$214,115 | | EQIX | 265,852 | +11,300 | $214,115 | | EXTRA SPACE STORAGE INC COM |
1,332,057 |
+125,397 |
$213,569 | | EXR | 1,332,057 | +125,397 | $213,569 | | SIMON PPTY GROUP INC NEW COM |
1,210,360 |
UNCH |
$172,646 | | SPG | 1,210,360 | UNCH | $172,646 | | DIGITAL RLTY TR INC COM |
1,282,040 |
UNCH |
$172,537 | | DLR | 1,282,040 | UNCH | $172,537 | | APPLE INC COM |
871,777 |
-48,476 |
$167,843 | | AAPL | 871,777 | -48,476 | $167,843 | | INVITATION HOMES INC COM |
4,733,236 |
+5,112 |
$161,451 | | INVH | 4,733,236 | +5,112 | $161,451 | | WP CAREY INC COM |
2,108,108 |
-855 |
$136,626 | | WPC | 2,108,108 | -855 | $136,626 | | MICROSOFT CORP COM |
355,500 |
+10,954 |
$133,682 | | MSFT | 355,500 | +10,954 | $133,682 | | REXFORD INDL RLTY INC COM |
2,341,014 |
UNCH |
$131,331 | | REXR | 2,341,014 | UNCH | $131,331 | | SUN CMNTYS INC COM |
933,723 |
-165,499 |
$124,792 | | SUI | 933,723 | -165,499 | $124,792 | | HEALTHPEAK PROPERTIES INC COM |
6,222,255 |
UNCH |
$123,201 | | PEAK | 6,222,255 | UNCH | $123,201 | | CAMDEN PPTY TR SH BEN INT |
1,185,039 |
UNCH |
$117,663 | | CPT | 1,185,039 | UNCH | $117,663 | | THERMO FISHER SCIENTIFIC INC COM |
196,932 |
-3,129 |
$104,530 | | TMO | 196,932 | -3,129 | $104,530 | | REALTY INCOME CORP COM |
1,713,531 |
+158,562 |
$98,391 | | O | 1,713,531 | +158,562 | $98,391 | | MEDTRONIC PLC SHS |
1,104,318 |
+94,617 |
$90,974 | | MDT | 1,104,318 | +94,617 | $90,974 | | ESSEX PPTY TR INC COM |
362,252 |
UNCH |
$89,817 | | ESS | 362,252 | UNCH | $89,817 | | UDR INC COM |
2,324,664 |
+720,423 |
$89,011 | | UDR | 2,324,664 | +720,423 | $89,011 | | ALEXANDRIA REAL ESTATE EQ IN COM |
685,983 |
+33,512 |
$86,962 | | ARE | 685,983 | +33,512 | $86,962 | | KILROY RLTY CORP COM |
1,919,078 |
UNCH |
$76,456 | | KRC | 1,919,078 | UNCH | $76,456 | | LINDE PLC SHS |
183,478 |
+142,200 |
$75,356 | | LIN | 183,478 | +142,200 | $75,356 | | NVIDIA CORPORATION COM |
146,666 |
+20,907 |
$72,632 | | NVDA | 146,666 | +20,907 | $72,632 | | ALPHABET INC CAP STK CL A |
517,109 |
+38,689 |
$72,235 | | GOOGL | 517,109 | +38,689 | $72,235 | | ABBOTT LABS COM |
647,992 |
+382,980 |
$71,324 | | ABT | 647,992 | +382,980 | $71,324 | | ITRON INC COM |
885,474 |
-57,817 |
$66,862 | | ITRI | 885,474 | -57,817 | $66,862 | | FEDERAL RLTY INVT TR NEW SH BEN INT NEW |
600,368 |
UNCH |
$61,868 | | FRT | 600,368 | UNCH | $61,868 | | EPR PPTYS COM SH BEN INT |
1,272,738 |
UNCH |
$61,664 | | EPR | 1,272,738 | UNCH | $61,664 | | PEBBLEBROOK HOTEL TR COM |
3,793,259 |
UNCH |
$60,616 | | PEB | 3,793,259 | UNCH | $60,616 | | HOST HOTELS RESORTS INC COM |
2,961,709 |
+2,961,709 |
$57,664 | | HST | 2,961,709 | +2,961,709 | $57,664 | | SITE CTRS CORP COM |
4,163,628 |
UNCH |
$56,750 | | SITC | 4,163,628 | UNCH | $56,750 | | PUBLIC STORAGE COM |
181,398 |
+23,848 |
$55,326 | | PSA | 181,398 | +23,848 | $55,326 | | META PLATFORMS INC CL A |
144,137 |
+38,485 |
$51,019 | | META | 144,137 | +38,485 | $51,019 | | ADECOAGRO S A COM |
4,500,000 |
UNCH |
$49,950 | | AGRO | 4,500,000 | UNCH | $49,950 | | VISA INC COM CL A |
189,942 |
+17,780 |
$49,451 | | V | 189,942 | +17,780 | $49,451 | | HIGHWOODS PPTYS INC COM |
2,039,755 |
+2,039,755 |
$46,833 | | HIW | 2,039,755 | +2,039,755 | $46,833 | | KIMCO RLTY CORP COM |
2,173,757 |
+2,173,757 |
$46,323 | | KIM | 2,173,757 | +2,173,757 | $46,323 | | HAIN CELESTIAL GROUP INC COM |
4,131,942 |
UNCH |
$45,245 | | HAIN | 4,131,942 | UNCH | $45,245 | | MASTERCARD INCORPORATED CL A |
105,618 |
+3,992 |
$45,047 | | MA | 105,618 | +3,992 | $45,047 |  BERKSHIRE HATHAWAY INC DEL CL B NEW |
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$42,428 | | BRK.B | 118,958 | +43,461 | $42,428 | | JPMORGAN CHASE CO COM |
243,034 |
+33,716 |
$41,340 | | JPM | 243,034 | +33,716 | $41,340 | | AMAZON COM INC COM |
270,751 |
-1,798 |
$41,138 | | AMZN | 270,751 | -1,798 | $41,138 | | BOOKING HOLDINGS INC COM |
11,371 |
-748 |
$40,335 | | BKNG | 11,371 | -748 | $40,335 | | SOLAREDGE TECHNOLOGIES INC COM |
401,520 |
+106,759 |
$37,582 | | SEDG | 401,520 | +106,759 | $37,582 | | CUBESMART COM |
809,749 |
-713,797 |
$37,532 | | CUBE | 809,749 | -713,797 | $37,532 | | CORTEVA INC COM |
763,023 |
UNCH |
$36,564 | | CTVA | 763,023 | UNCH | $36,564 | | NEXTERA ENERGY INC COM |
578,550 |
+137,728 |
$35,141 | | NEE | 578,550 | +137,728 | $35,141 | | FMC CORP COM NEW |
521,835 |
UNCH |
$32,902 | | FMC | 521,835 | UNCH | $32,902 | | BRIXMOR PPTY GROUP INC COM |
1,407,666 |
UNCH |
$32,756 | | BRX | 1,407,666 | UNCH | $32,756 | | ARCHER DANIELS MIDLAND CO COM |
451,661 |
+57,469 |
$32,619 | | ADM | 451,661 | +57,469 | $32,619 |
See Full List: All Stocks Held By PGGM Investments
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By PGGM Investments
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