13F 机构持仓

PGGM Investments

ZEIST P7 · SEC CIK 0001472190

2026Q22026Q1 更早 9 个季度 🔒
$57.04亿2026Q1 申报市值
67持仓数
35.5%前十大占比 · 第一大 6.1%
4 / 3新建仓 / 清仓
申报市值走势$40.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

WELL 6.1%
PLD 5.3%
EQIX 5.2%
ALB 2.9%
EXR 2.8%
GOOGL 2.7%
MSFT 2.7%
TMO 2.7%
LIN 2.6%
IRM 2.5%

2026Q1 买入最多 按季末市值估算

AZN 新建仓+$9,481.70万
VLTO 新建仓+$6,206.50万
AMH 新建仓+$4,693.20万
CUZ 新建仓+$3,097.10万
RUN 加仓+$2,548.68万

2026Q1 卖出最多 按季末市值估算

INVH 减仓-$7,721.12万
EQIX 减仓-$5,897.23万
WELL 减仓-$5,670.88万
ALB 减仓-$4,951.64万
AGRO 减仓-$4,531.14万

2026Q1 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
WELL WELLTOWER INC COM $3.46亿6.07%1,751,383 -286,828-14.1% -$5,670.88万 减仓
PLD PROLOGIS INC. COM $3.02亿5.29%2,282,385 -256,561-10.1% -$3,391.23万 减仓
EQIX EQUINIX INC COM $2.99亿5.24%305,073 -60,161-16.5% -$5,897.23万 减仓
ALB ALBEMARLE CORP COM $1.63亿2.86%909,193 -275,812-23.3% -$4,951.64万 减仓
EXR EXTRA SPACE STORAGE INC COM $1.57亿2.75%1,197,251 -212,277-15.1% -$2,783.60万 减仓
GOOGL ALPHABET INC CAP STK CL A $1.56亿2.74%543,993 00.0% — 不变
MSFT MICROSOFT CORP COM $1.56亿2.73%421,020 12,3373.0% $456.68万 加仓
TMO THERMO FISHER SCIENTIFIC INC COM $1.52亿2.66%309,197 -37,174-10.7% -$1,827.22万 减仓
LIN LINDE PLC SHS $1.51亿2.64%304,112 00.0% — 不变
IRM IRON MTN INC DEL COM $1.40亿2.45%1,369,998 -287,161-17.3% -$2,933.07万 减仓
RUN SUNRUN INC COM $1.29亿2.27%9,546,965 1,879,55224.5% $2,548.68万 加仓
NVDA NVIDIA CORPORATION COM $1.27亿2.22%726,231 00.0% — 不变
ILMN ILLUMINA INC COM $1.22亿2.14%990,475 -158,933-13.8% -$1,959.01万 减仓
— AVALONBAY CMNTYS INC COM $1.21亿2.13%743,501 -38,455-4.9% -$628.16万 减仓
LLY ELI LILLY CO COM $1.21亿2.13%131,807 4,8683.8% $447.74万 加仓
SPG SIMON PPTY GROUP INC NEW COM $1.19亿2.09%638,078 -146,830-18.7% -$2,738.83万 减仓
UDR UDR INC COM $1.17亿2.05%3,469,122 -664,352-16.1% -$2,244.18万 减仓
NEE NEXTERA ENERGY INC COM $1.10亿1.92%1,180,318 -273,429-18.8% -$2,539.61万 减仓
HDB HDFC BANK LTD SPONSORED ADS $1.06亿1.86%4,275,216 475,30812.5% $1,182.56万 加仓
HR HEALTHCARE RLTY TR CL A COM $9,526.50万1.67%5,607,134 -1,082,504-16.2% -$1,839.17万 减仓
AZN ASTRAZENECA PLC $9,481.70万1.66%645,456 645,456— $9,481.70万 新建仓
AAPL APPLE INC COM $9,083.60万1.59%357,916 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC COM $8,843.60万1.55%5,382,570 -321,123-5.6% -$527.61万 减仓
BRX BRIXMOR PPTY GROUP INC COM $8,819.60万1.55%3,062,353 -639,949-17.3% -$1,843.06万 减仓
VTR VENTAS INC COM $8,753.30万1.53%1,070,352 -204,988-16.1% -$1,676.38万 减仓
FRT FEDERAL RLTY INVT TR NEW SH BEN INT NEW $8,627.40万1.51%812,293 -214,034-20.9% -$2,273.26万 减仓
ABT ABBOTT LABORATORIES COM $8,316.80万1.46%810,054 00.0% — 不变
MDT MEDTRONIC PLC SHS $7,887.40万1.38%910,258 -101,656-10.0% -$880.85万 减仓
WCN WASTE CONNECTIONS INC COM $7,379.50万1.29%454,290 30,6317.2% $497.57万 加仓
AVGO BROADCOM INC COM $7,295.90万1.28%235,723 00.0% — 不变
REGN REGENERON PHARMACEUTICALS COM $7,153.40万1.25%92,584 00.0% — 不变
ADC AGREE RLTY CORP COM $7,030.20万1.23%932,633 -94,467-9.2% -$712.09万 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC COM $6,977.30万1.22%2,298,189 -442,779-16.2% -$1,344.28万 减仓
INVH INVITATION HOMES INC COM $6,862.10万1.20%2,761,424 -3,107,110-52.9% -$7,721.12万 减仓
FR FIRST INDL RLTY TR INC COM $6,567.80万1.15%1,135,312 -617,271-35.2% -$3,570.92万 减仓
DLR DIGITAL RLTY TR INC COM $6,565.30万1.15%364,315 -69,925-16.1% -$1,260.11万 减仓
IQV IQVIA HLDGS INC COM $6,391.10万1.12%374,759 131,27353.9% $2,238.72万 加仓
MAC MACERICH CO COM $6,370.30万1.12%3,370,522 -652,336-16.2% -$1,232.92万 减仓
VLTO VERALTO CORP COM SHS $6,206.50万1.09%701,938 701,938— $6,206.50万 新建仓
V VISA INC COM CL A $6,081.60万1.07%201,217 00.0% — 不变
RHP RYMAN HOSPITALITY PPTYS INC COM $6,075.30万1.07%658,425 -126,575-16.1% -$1,167.91万 减仓
ADM ARCHER DANIELS MIDLAND CO COM $6,035.00万1.06%830,238 00.0% — 不变
SNPS SYNOPSYS INC COM $5,576.60万0.98%140,654 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES COM $5,467.50万0.96%875,921 -460,754-34.5% -$2,876.03万 减仓
CTVA CORTEVA INC COM $5,365.40万0.94%640,956 00.0% — 不变
ARGX ARGENX SE SPONSORED ADR $5,222.30万0.92%71,514 16,68430.4% $1,218.35万 加仓
PG PROCTER GAMBLE CO COM $4,858.30万0.85%336,355 00.0% — 不变
AMH AMERICAN HOMES 4 RENT CL A $4,693.20万0.82%1,680,955 1,680,955— $4,693.20万 新建仓
COLD AMERICOLD REALTY TRUST INC COM $4,438.00万0.78%3,872,569 -746,609-16.2% -$855.62万 减仓
CDNS CADENCE DESIGN SYSTEM INC COM $4,397.80万0.77%158,267 00.0% — 不变
ROP ROPER TECHNOLOGIES INC COM $4,263.90万0.75%120,496 00.0% — 不变
KRC KILROY REALTY CORP COM $4,199.00万0.74%1,488,479 -1,140,467-43.4% -$3,217.26万 减仓
TTEK TETRA TECH INC NEW COM $3,776.60万0.66%1,253,857 -127,160-9.2% -$383.00万 减仓
MKC MCCORMICK CO INC COM NON VTG $3,765.90万0.66%746,607 00.0% — 不变
ARE ALEXANDRIA REAL ESTATE EQ IN COM $3,451.20万0.61%743,471 -387,491-34.3% -$1,798.74万 减仓
SEDG SOLAREDGE TECHNOLOGIES INC COM $3,337.60万0.59%653,799 -6,682-1.0% -$34.11万 减仓
CUZ COUSINS PPTYS INC COM NEW $3,097.10万0.54%1,372,198 1,372,198— $3,097.10万 新建仓
PSA PUBLIC STORAGE OPER CO COM $3,087.70万0.54%113,988 6570.6% $17.80万 加仓
CUBE CUBESMART COM $2,900.60万0.51%791,438 -152,410-16.1% -$558.58万 减仓
ISRG INTUITIVE SURGICAL INC COM NEW $2,870.70万0.50%62,273 00.0% — 不变
REXR REXFORD INDL RLTY INC COM $2,695.90万0.47%823,674 -158,092-16.1% -$517.44万 减仓
WMS ADVANCED DRAIN SYS INC DEL COM $2,609.50万0.46%190,291 -149,576-44.0% -$2,051.17万 减仓
CNM CORE MAIN INC CL A $2,309.10万0.40%467,436 00.0% — 不变
HST HOST HOTELS RESORTS INC COM $1,974.90万0.35%1,030,749 -196,539-16.0% -$376.57万 减仓
APTV APTIV PLC COM SHS $1,551.10万0.27%223,372 00.0% — 不变
AGRO ADECOAGRO S A COM $1,547.90万0.27%1,030,557 -3,016,730-74.5% -$4,531.14万 减仓
UBER UBER TECHNOLOGIES INC COM $1,038.80万0.18%144,418 00.0% — 不变
JCI JOHNSON CTLS INTL PLC SHS $00.00%0 -186,729-100.0% -$2,236.10万 清仓
TT TRANE TECHNOLOGIES PLC SHS $00.00%0 -55,542-100.0% -$2,161.70万 清仓
— HAIN CELESTIAL GROUP INC COM $00.00%0 -189,734-100.0% -$20.30万 清仓