0001472190-19-000004.txt : 20190726
0001472190-19-000004.hdr.sgml : 20190726
20190726074904
ACCESSION NUMBER: 0001472190-19-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190630
FILED AS OF DATE: 20190726
DATE AS OF CHANGE: 20190726
EFFECTIVENESS DATE: 20190726
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: PGGM Investments
CENTRAL INDEX KEY: 0001472190
IRS NUMBER: 000000000
STATE OF INCORPORATION: P7
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13635
FILM NUMBER: 19975926
BUSINESS ADDRESS:
STREET 1: PO BOX 117
CITY: ZEIST
STATE: P7
ZIP: 3700 AC
BUSINESS PHONE: 0031 30 277 9223
MAIL ADDRESS:
STREET 1: PO BOX 117
CITY: ZEIST
STATE: P7
ZIP: 3700 AC
13F-HR
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06-30-2019
PGGM Investments
PO BOX 117
ZEIST
P7
3700 AC
13F HOLDINGS REPORT
028-13635
N
Jan van Vulpen
Expert Compliance Professional
0031302771175
Jan Van Vulpen
Zeist
P7
07-26-2019
0
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SOLE
0
311495
0
0
MERCK CO INC COM
COM
58933Y105
214757
2561200
SH
SOLE
0
2561200
0
0
METLIFE INC COM
COM
59156R108
35267
710028
SH
SOLE
0
710028
0
0
MICROSOFT CORP COM
COM
594918104
75172
561155
SH
SOLE
0
561155
0
0
MONDELEZ INTL INC CL A
CLASS A
609207105
50113
929747
SH
SOLE
0
929747
0
0
MOTOROLA SOLUTIONS INC COM NEW
COM
620076307
46476
278752
SH
SOLE
0
278752
0
0
NRG ENERGY INC COM NEW
COM
629377508
1284
36560
SH
SOLE
0
36560
0
0
NVR INC COM
COM
62944T105
6575
1951
SH
SOLE
0
1951
0
0
NASDAQ INC COM
COM
631103108
29028
301841
SH
SOLE
0
301841
0
0
NATIONAL RETAIL PPTYS INC COM
COM
637417106
167744
3164375
SH
SOLE
0
3164375
0
0
NEWMONT GOLDCORP CORPORATION COM
COM
651639106
36291
943360
SH
SOLE
0
943360
0
0
NEWS CORP NEW CL A
CLASS A
65249B109
12087
896000
SH
SOLE
0
896000
0
0
NORFOLK SOUTHERN CORP COM
COM
655844108
6857
34400
SH
SOLE
0
34400
0
0
NORTHERN TR CORP COM
COM
665859104
4500
50000
SH
SOLE
0
50000
0
0
NUCOR CORP COM
COM
670346105
60222
1092957
SH
SOLE
0
1092957
0
0
OLD REP INTL CORP COM
COM
680223104
6528
291708
SH
SOLE
0
291708
0
0
OMNICOM GROUP INC COM
COM
681919106
63526
775177
SH
SOLE
0
775177
0
0
OMEGA HEALTHCARE INVS INC COM
COM
681936100
93051
2532000
SH
SOLE
0
2532000
0
0
ORACLE CORP COM
COM
68389X105
128656
2258315
SH
SOLE
0
2258315
0
0
OWENS CORNING NEW COM
COM
690742101
37888
651000
SH
SOLE
0
651000
0
0
PNC FINL SVCS GROUP INC COM
COM
693475105
67166
489266
SH
SOLE
0
489266
0
0
PPG INDS INC COM
COM
693506107
52197
447236
SH
SOLE
0
447236
0
0
PVH CORP COM
COM
693656100
18422
194651
SH
SOLE
0
194651
0
0
PACCAR INC COM
COM
693718108
33793
471573
SH
SOLE
0
471573
0
0
PACKAGING CORP AMER COM
COM
695156109
14994
157300
SH
SOLE
0
157300
0
0
PEPSICO INC COM
COM
713448108
174607
1331555
SH
SOLE
0
1331555
0
0
PFIZER INC COM
COM
717081103
263011
6071354
SH
SOLE
0
6071354
0
0
PHYSICIANS RLTY TR COM
COM
71943U104
108215
6205000
SH
SOLE
0
6205000
0
0
PINNACLE WEST CAP CORP COM
COM
723484101
2747
29200
SH
SOLE
0
29200
0
0
PRICE T ROWE GROUP INC COM
COM
74144T108
33110
301800
SH
SOLE
0
301800
0
0
PROCTER AND GAMBLE CO COM
COM
742718109
276104
2518047
SH
SOLE
0
2518047
0
0
PROGRESSIVE CORP OHIO COM
COM
743315103
95412
1193700
SH
SOLE
0
1193700
0
0
PROLOGIS INC COM
COM
74340W103
331778
4142046
SH
SOLE
0
4142046
0
0
PRUDENTIAL FINL INC COM
COM
744320102
38703
383200
SH
SOLE
0
383200
0
0
PUBLIC STORAGE COM
COM
74460D109
20244
85000
SH
SOLE
0
85000
0
0
PULTE GROUP INC COM
COM
745867101
40497
1280734
SH
SOLE
0
1280734
0
0
QTS RLTY TR INC COM CL A
CLASS A
74736A103
81092
1756000
SH
SOLE
0
1756000
0
0
QORVO INC COM
COM
74736K101
4663
70000
SH
SOLE
0
70000
0
0
QUEST DIAGNOSTICS INC COM
COM
74834L100
54225
532611
SH
SOLE
0
532611
0
0
RLJ LODGING TR COM
COM
74965L101
128488
7242838
SH
SOLE
0
7242838
0
0
REGENCY CTRS CORP COM
COM
758849103
271675
4070645
SH
SOLE
0
4070645
0
0
REPUBLIC SVCS INC COM
COM
760759100
34945
403333
SH
SOLE
0
403333
0
0
REXFORD INDL RLTY INC COM
COM
76169C100
182007
4508463
SH
SOLE
0
4508463
0
0
ROBERT HALF INTL INC COM
COM
770323103
31208
547419
SH
SOLE
0
547419
0
0
ROCKWELL AUTOMATION INC COM
COM
773903109
17134
104583
SH
SOLE
0
104583
0
0
ROSS STORES INC COM
COM
778296103
78331
790269
SH
SOLE
0
790269
0
0
SL GREEN RLTY CORP COM
COM
78440X101
33976
422747
SH
SOLE
0
422747
0
0
HENRY SCHEIN INC COM
COM
806407102
21697
310397
SH
SOLE
0
310397
0
0
SEALED AIR CORP NEW COM
COM
81211K100
15512
362610
SH
SOLE
0
362610
0
0
SIMON PPTY GROUP INC NEW COM
COM
828806109
577857
3617034
SH
SOLE
0
3617034
0
0
SMUCKER J M CO COM NEW
COM
832696405
19980
173455
SH
SOLE
0
173455
0
0
SNAP ON INC COM
COM
833034101
44270
267265
SH
SOLE
0
267265
0
0
SOUTHWEST AIRLS CO COM
COM
844741108
16549
325900
SH
SOLE
0
325900
0
0
SPROUTS FMRS MKT INC COM
COM
85208M102
10109
535161
SH
SOLE
0
535161
0
0
STARBUCKS CORP COM
COM
855244109
2926
34900
SH
SOLE
0
34900
0
0
STATE STR CORP COM
COM
857477103
29122
519479
SH
SOLE
0
519479
0
0
STEEL DYNAMICS INC COM
COM
858119100
3518
116502
SH
SOLE
0
116502
0
0
SUN CMNTYS INC COM
COM
866674104
91912
717000
SH
SOLE
0
717000
0
0
SUNSTONE HOTEL INVS INC NEW COM
COM
867892101
180077
13134753
SH
SOLE
0
13134753
0
0
SYSCO CORP COM
COM
871829107
76353
1079653
SH
SOLE
0
1079653
0
0
TJX COS INC NEW COM
COM
872540109
131957
2495400
SH
SOLE
0
2495400
0
0
TARGET CORP COM
COM
87612E106
93258
1076759
SH
SOLE
0
1076759
0
0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
COM
881624209
14888
1613034
SH
SOLE
0
1613034
0
0
TEXAS INSTRS INC COM
COM
882508104
77922
679000
SH
SOLE
0
679000
0
0
THERMO FISHER SCIENTIFIC INC COM
COM
883556102
59404
202274
SH
SOLE
0
202274
0
0
TOLL BROTHERS INC COM
COM
889478103
24803
677318
SH
SOLE
0
677318
0
0
TORCHMARK CORP COM
COM
891027104
45120
504355
SH
SOLE
0
504355
0
0
TOTAL SYS SVCS INC COM
COM
891906109
32080
250100
SH
SOLE
0
250100
0
0
TRAVELERS COMPANIES INC COM
COM
89417E109
96704
646765
SH
SOLE
0
646765
0
0
TYSON FOODS INC CL A
CLASS A
902494103
71092
880500
SH
SOLE
0
880500
0
0
UDR INC COM
COM
902653104
227996
5079000
SH
SOLE
0
5079000
0
0
US BANCORP DEL COM NEW
COM
902973304
82387
1572271
SH
SOLE
0
1572271
0
0
UNION PACIFIC CORP COM
COM
907818108
46756
276484
SH
SOLE
0
276484
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
193456
792821
SH
SOLE
0
792821
0
0
UNIVERSAL HLTH SVCS INC CL B
CLASS B
913903100
14109
108203
SH
SOLE
0
108203
0
0
VENTAS INC COM
COM
92276F100
52971
775000
SH
SOLE
0
775000
0
0
VEREIT INC COM
COM
92339V100
219507
24362611
SH
SOLE
0
24362611
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
210913
3691803
SH
SOLE
0
3691803
0
0
VICI PPTYS INC COM
COM
925652109
251025
11389497
SH
SOLE
0
11389497
0
0
WALGREENS BOOTS ALLIANCE INC COM
COM
931427108
92099
1684628
SH
SOLE
0
1684628
0
0
WASTE MGMT INC DEL COM
COM
94106L109
99957
866400
SH
SOLE
0
866400
0
0
WELLS FARGO CO NEW COM
COM
949746101
6152
130000
SH
SOLE
0
130000
0
0
WELLTOWER INC COM
COM
95040Q104
558562
6851000
SH
SOLE
0
6851000
0
0
WESTERN UN CO COM
COM
959802109
45663
2295782
SH
SOLE
0
2295782
0
0
XYLEM INC COM
COM
98419M100
30664
366623
SH
SOLE
0
366623
0
0
ZIONS BANCORPORATION N A COM
COM
989701107
3515
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SH
SOLE
0
76441
0
0