PGGM Investments
Annual return '25
-2.9%
SPY '25
+17.7%
Alpha
-20.7ptsvs SPY
Invested
$5.7M
Holdings
67
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WELL
WELLTOWER INC COM
Held since at least Q1 2024
6.1%
02
$PLD
PROLOGIS INC. COM
Held since at least Q1 2024
5.3%
03
$EQIX
EQUINIX INC COM
Held since at least Q1 2024
5.2%
04
$ALB
ALBEMARLE CORP COM
Held since at least Q1 2024
2.9%
05
$EXR
EXTRA SPACE STORAGE INC COM
Held since at least Q1 2024
2.8%
06
$GOOGL
ALPHABET INC CAP STK CL A
Q1 2026: New position (913 shares)
2.7%
07
$MSFT
MICROSOFT CORP COM
Held since at least Q1 2024
2.7%
08
$TMO
THERMO FISHER SCIENTIFIC INC COM
Held since at least Q1 2024
2.7%
09
$LIN
LINDE PLC SHS
Held since at least Q1 2024
2.6%
10
$IRM
IRON MTN INC DEL COM
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:09 UTC.