PGGM Investments, a Dutch pension manager, has filed its Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by reporter Gerard Winter on November 12, 2026, details a portfolio comprising 58 distinct common stock positions.
The largest holding in the portfolio is Sunrun Inc., a residential solar and battery storage company, with a position valued at $9,546,965. Following closely is Healthcare Realty Trust, valued at $2,758,770, and HealthPeak Properties, valued at $2,484,557. Other significant positions include HDFC Bank Sponsored ADSs at $4,657,592, American Homes 4 Rent at $1,439,038, and Invitation Homes at $1,013,918.
The portfolio also includes substantial stakes in technology and industrial sectors. NVIDIA Corporation is held with a value of $1,142,873, while Tetra Tech Inc. is valued at $1,874,895. Macerich Co. is listed with a value of $1,658,942, and APTIV PLC is valued at $1,055,877. The filing indicates that PGGM Investments acts as the sole voting and dispositive shareholder for all positions listed.
