PGGM Investments
SEC Form 13F institutional filer · CIK 0001472190
13F-HR · 41 reported holdings · 2026-03-31
Reported long-US-equity value
$0.00B
Top-10 concentration
49.6%
PGGM Investments — $4.08M AUM allocation strategy
PGGM Investments files SEC Form 13F and reports $4.08M of long US equity value across 41 reported holdings for 2026-03-31.
Its largest sector bet is Real Estate 42.7%, followed by Information Technology 9.1% and Health Care 8.8%.
The top 10 holdings account for 50% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
PGGM Investments — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$4.08M
total across 41 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
50% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IQV +131K sh · +$9.03K+$MSFT +12.3K sh · −$41.8K+$LLY +4.87K sh · −$15.2K
Biggest trims (shares)
−$INVH −3.11M sh · −$94.5K−$UDR −664K sh · −$34.4K−$ARE −387K sh · −$20.8K
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care REITs12.8%—
- Industrial REITs7.4%—
- Data Center REITs7.3%—
- Retail REITs5.0%—
- Specialty Chemicals4.0%—
- Self-Storage REITs3.8%—
- Interactive Media & Services3.8%—
- Systems Software3.8%—
- Other holdings52.0%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WELL | Welltower Inc | 1.75M | $346K | -287K | 8.5% |
| $PLD | Prologis Inc | 2.28M | $302K | -257K | 7.4% |
| $EQIX | Equinix Inc. Common Stock REIT | 305K | $299K | -60.2K | 7.3% |
| $ALB | Albemarle Corporation | 909K | $163K | -276K | 4.0% |
| $EXR | Extra Space Storage Inc | 1.2M | $157K | -212K | 3.8% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 544K | $156K | +0 | 3.8% |
| $MSFT | Microsoft Corporation | 421K | $156K | +12.3K | 3.8% |
| $TMO | Thermo Fisher Scientific Inc | 309K | $152K | -37.2K | 3.7% |
| $LIN | Linde plc | 304K | $151K | +0 | 3.7% |
| $IRM | Iron Mountain Incorporated Common Stock REIT | 1.37M | $140K | -287K | 3.4% |
…and 31 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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