0001472190-14-000003.txt : 20140508 0001472190-14-000003.hdr.sgml : 20140508 20140508085133 ACCESSION NUMBER: 0001472190-14-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140508 DATE AS OF CHANGE: 20140508 EFFECTIVENESS DATE: 20140508 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: 14823175 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 1 primary_doc.xml 13F-HR LIVE false false false 0001472190 XXXXXXXX 03-31-2014 03-31-2014 PGGM Investments

PO BOX 117 ZEIST P7 3700 AC

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499548 SH SOLE 0 499548 0 0 ROBERT HALF INTL INC COM COM 770323103 22505 536469 SH SOLE 0 536469 0 0 ROCKWELL AUTOMATION INC COM COM 773903109 22891 183788 SH SOLE 0 183788 0 0 ROPER INDS INC NEW COM COM 776696106 26468 198247 SH SOLE 0 198247 0 0 ROSS STORES INC COM COM 778296103 36985 516917 SH SOLE 0 516917 0 0 RYDER SYS INC COM COM 783549108 23384 292597 SH SOLE 0 292597 0 0 SEI INVESTMENTS CO COM COM 784117103 22774 677604 SH SOLE 0 677604 0 0 SL GREEN RLTY CORP COM COM 78440X101 302537 3006729 SH SOLE 0 3006729 0 0 SLM CORP COM COM 78442P106 7821 319497 SH SOLE 0 319497 0 0 SANDISK CORP COM COM 80004C101 13435 165477 SH SOLE 0 165477 0 0 SCANA CORP NEW COM COM 80589M102 4720 91970 SH SOLE 0 91970 0 0 SCHEIN HENRY INC COM COM 806407102 32175 269542 SH SOLE 0 269542 0 0 SCHLUMBERGER LTD COM COM 806857108 23875 244874 SH SOLE 0 244874 0 0 SEMPRA ENERGY COM COM 816851109 22019 227560 SH SOLE 0 227560 0 0 SENIOR HSG PPTYS TR SH BEN INT INT 81721M109 51665 2299286 SH SOLE 0 2299286 0 0 SHERWIN WILLIAMS CO COM COM 824348106 15319 77709 SH SOLE 0 77709 0 0 SIGMA ALDRICH CORP COM COM 826552101 32981 353190 SH SOLE 0 353190 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 698352 4258244 SH SOLE 0 4258244 0 0 SMUCKER J M CO COM NEW COM 832696405 143447 1475180 SH SOLE 0 1475180 0 0 SOUTHERN CO COM COM 842587107 28380 645875 SH SOLE 0 645875 0 0 SOUTHERN COPPER CORP COM COM 84265V105 23659 812731 SH SOLE 0 812731 0 0 SOUTHWEST AIRLS CO COM COM 844741108 22750 963567 SH SOLE 0 963567 0 0 SOUTHWESTERN ENERGY CO COM COM 845467109 24572 534060 SH SOLE 0 534060 0 0 SPECTRA ENERGY CORP COM COM 847560109 23010 622914 SH SOLE 0 622914 0 0 STANLEY BLACK & DECKER INC COM COM 854502101 9237 113701 SH SOLE 0 113701 0 0 STAPLES INC COM COM 855030102 5430 478810 SH SOLE 0 478810 0 0 STERICYCLE INC COM COM 858912108 8710 76663 SH SOLE 0 76663 0 0 SUNSTONE HOTEL INVS INC NEW COM COM 867892101 86212 6279084 SH SOLE 0 6279084 0 0 SYMANTEC CORP COM COM 871503108 32238 1614311 SH SOLE 0 1614311 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INC COM COM 902653104 81350 3149431 SH SOLE 0 3149431 0 0 US BANCORP DEL COM NEW COM 902973304 132214 3084795 SH SOLE 0 3084795 0 0 UNION PAC CORP COM COM 907818108 22915 122108 SH SOLE 0 122108 0 0 UNITED PARCEL SERVICE INC CL B CLASS B 911312106 65191 669454 SH SOLE 0 669454 0 0 UNITED TECHNOLOGIES CORP COM COM 913017109 22560 193083 SH SOLE 0 193083 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 161608 1971075 SH SOLE 0 1971075 0 0 UNUM GROUP COM COM 91529Y106 6818 193093 SH SOLE 0 193093 0 0 V F CORP COM COM 918204108 42780 691340 SH SOLE 0 691340 0 0 VALERO ENERGY CORP NEW COM COM 91913Y100 21212 399481 SH SOLE 0 399481 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF ETF 922042858 8522 210000 SH SOLE 0 210000 0 0 VARIAN MED SYS INC COM COM 92220P105 151719 1806395 SH SOLE 0 1806395 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 293793 6176014 SH SOLE 0 6176014 0 0 VIACOM INC NEW CL B CLASS B 92553P201 31389 369329 SH SOLE 0 369329 0 0 VISA INC COM CL A CLASS A 92826C839 102280 473826 SH SOLE 0 473826 0 0 VORNADO RLTY TR SH BEN INT INT 929042109 295383 2996987 SH SOLE 0 2996987 0 0 WALGREEN CO COM COM 931422109 22486 340539 SH SOLE 0 340539 0 0 WASTE MGMT INC DEL COM COM 94106L109 41513 986765 SH SOLE 0 986765 0 0 WATERS CORP COM COM 941848103 198725 1833088 SH SOLE 0 1833088 0 0 WEINGARTEN RLTY INVS SH BEN INT INT 948741103 15000 500000 SH SOLE 0 500000 0 0 WELLPOINT INC COM COM 94973V107 49047 492685 SH SOLE 0 492685 0 0 WELLS FARGO & CO NEW COM COM 949746101 192702 3874192 SH SOLE 0 3874192 0 0 WESTERN DIGITAL CORP COM COM 958102105 39636 431667 SH SOLE 0 431667 0 0 WHIRLPOOL CORP COM COM 963320106 8669 58003 SH SOLE 0 58003 0 0 WHOLE FOODS MKT INC COM COM 966837106 16116 317815 SH SOLE 0 317815 0 0 WILLIAMS COS INC DEL COM COM 969457100 21930 540412 SH SOLE 0 540412 0 0 WINDSTREAM HLDGS INC COM COM 97382A101 27841 3378717 SH SOLE 0 3378717 0 0 WISCONSIN ENERGY CORP COM COM 976657106 9913 212950 SH SOLE 0 212950 0 0 XCEL ENERGY INC COM COM 98389B100 34264 1128588 SH SOLE 0 1128588 0 0 XILINX INC COM COM 983919101 23233 428099 SH SOLE 0 428099 0 0 XEROX CORP COM COM 984121103 10129 896411 SH SOLE 0 896411 0 0 YUM BRANDS INC COM COM 988498101 53870 714547 SH SOLE 0 714547 0 0