0001472190-20-000004.txt : 20201020
0001472190-20-000004.hdr.sgml : 20201020
20201020111432
ACCESSION NUMBER: 0001472190-20-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201020
DATE AS OF CHANGE: 20201020
EFFECTIVENESS DATE: 20201020
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: 201247667
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
09-30-2020
09-30-2020
PGGM Investments
PO BOX 117
ZEIST
P7
3700 AC
13F HOLDINGS REPORT
028-13635
N
Frank Schroder
Directeur Compliance
00-31-0622602521
Frank Schroder
Zeist
P7
09-30-2020
0
247
19138660
false
INFORMATION TABLE
2
Resultaat.xml
ALLEGION PLC ORD SHS
SHS
G0176J109
6927
70035
SH
SOLE
0
70035
0
0
AMDOCS LTD SHS
SHS
G02602103
24992
435327
SH
SOLE
0
435327
0
0
AON PLC SHS CL A
CLASS A
G0403H108
52542
254689
SH
SOLE
0
254689
0
0
ACCENTURE PLC IRELAND SHS CLASS A
CLASS A
G1151C101
119504
528800
SH
SOLE
0
528800
0
0
EATON CORP PLC SHS
SHS
G29183103
58659
574921
SH
SOLE
0
574921
0
0
EVEREST RE GROUP LTD COM
COM
G3223R108
18792
95130
SH
SOLE
0
95130
0
0
JAZZ PHARMACEUTICALS PLC SHS USD
SHS
G50871105
27276
191287
SH
SOLE
0
191287
0
0
JOHNSON CTLS INTL PLC SHS
SHS
G51502105
34273
838999
SH
SOLE
0
838999
0
0
LIBERTY GLOBAL PLC SHS CL A
CLASS A
G5480U104
29964
1459143
SH
SOLE
0
1459143
0
0
MEDTRONIC PLC SHS
SHS
G5960L103
168261
1619140
SH
SOLE
0
1619140
0
0
SEAGATE TECHNOLOGY PLC SHS
SHS
G7945M107
34143
692981
SH
SOLE
0
692981
0
0
STERIS PLC SHS USD
SHS
G8473T100
34909
198132
SH
SOLE
0
198132
0
0
TE CONNECTIVITY LTD REG SHS
SHS
H84989104
40839
417836
SH
SOLE
0
417836
0
0
ADECOAGRO S A COM
COM
L00849106
21015
4500000
SH
SOLE
0
4500000
0
0
CHECK POINT SOFTWARE TECH LT ORD
ORD
M22465104
39260
326239
SH
SOLE
0
326239
0
0
AFLAC INC COM
COM
001055102
44692
1229499
SH
SOLE
0
1229499
0
0
AT T INC COM
COM
00206R102
121645
4266731
SH
SOLE
0
4266731
0
0
ABBOTT LABS COM
COM
002824100
136425
1253561
SH
SOLE
0
1253561
0
0
ABBVIE INC COM
COM
00287Y109
131879
1505640
SH
SOLE
0
1505640
0
0
ACTIVISION BLIZZARD INC COM
COM
00507V109
30934
382139
SH
SOLE
0
382139
0
0
ACUITY BRANDS INC COM
COM
00508Y102
15578
152199
SH
SOLE
0
152199
0
0
ADOBE SYSTEMS INCORPORATED COM
COM
00724F101
132143
269444
SH
SOLE
0
269444
0
0
ADVANCE AUTO PARTS INC COM
COM
00751Y106
623
4058
SH
SOLE
0
4058
0
0
AGILENT TECHNOLOGIES INC COM
COM
00846U101
42593
421963
SH
SOLE
0
421963
0
0
AKAMAI TECHNOLOGIES INC COM
COM
00971T101
38629
349455
SH
SOLE
0
349455
0
0
ALEXANDRIA REAL ESTATE EQ IN COM
COM
015271109
207351
1295944
SH
SOLE
0
1295944
0
0
ALEXION PHARMACEUTICALS INC COM
COM
015351109
48766
426163
SH
SOLE
0
426163
0
0
ALLSTATE CORP COM
COM
020002101
45639
484798
SH
SOLE
0
484798
0
0
ALPHABET INC CAP STK CL A
CLASS A
02079K305
231566
158001
SH
SOLE
0
158001
0
0
AMEREN CORP COM
COM
023608102
22817
288529
SH
SOLE
0
288529
0
0
AMERICAN HOMES 4 RENT CL A
CLASS A
02665T306
291910
10249644
SH
SOLE
0
10249644
0
0
AMERICAN WTR WKS CO INC NEW COM
COM
030420103
41577
286976
SH
SOLE
0
286976
0
0
AMERISOURCEBERGEN CORP COM
COM
03073E105
33939
350179
SH
SOLE
0
350179
0
0
AMERIPRISE FINL INC COM
COM
03076C106
31348
203414
SH
SOLE
0
203414
0
0
AMGEN INC COM
COM
031162100
127713
502490
SH
SOLE
0
502490
0
0
ANTHEM INC COM
COM
036752103
28672
106751
SH
SOLE
0
106751
0
0
APPLE INC COM
COM
037833100
355425
3069036
SH
SOLE
0
3069036
0
0
APPLIED MATLS INC COM
COM
038222105
48995
824132
SH
SOLE
0
824132
0
0
ARROW ELECTRS INC COM
COM
042735100
21904
278459
SH
SOLE
0
278459
0
0
AUTOMATIC DATA PROCESSING IN COM
COM
053015103
60681
435017
SH
SOLE
0
435017
0
0
AUTOZONE INC COM
COM
053332102
42269
35893
SH
SOLE
0
35893
0
0
AVALONBAY CMNTYS INC COM
COM
053484101
363312
2432784
SH
SOLE
0
2432784
0
0
AVERY DENNISON CORP COM
COM
053611109
18519
144860
SH
SOLE
0
144860
0
0
BANK NEW YORK MELLON CORP COM
COM
064058100
44345
1291362
SH
SOLE
0
1291362
0
0
BAXTER INTL INC COM
COM
071813109
55751
693247
SH
SOLE
0
693247
0
0
BEST BUY INC COM
COM
086516101
42993
386312
SH
SOLE
0
386312
0
0
BIOGEN INC COM
COM
09062X103
55903
197063
SH
SOLE
0
197063
0
0
BLOCK H R INC COM
COM
093671105
13215
811216
SH
SOLE
0
811216
0
0
BOOKING HOLDINGS INC COM
COM
09857L108
33576
19627
SH
SOLE
0
19627
0
0
BRISTOL-MYERS SQUIBB CO COM
COM
110122108
110825
1838205
SH
SOLE
0
1838205
0
0
BROADRIDGE FINL SOLUTIONS IN COM
COM
11133T103
32588
246876
SH
SOLE
0
246876
0
0
BROWN BROWN INC COM
COM
115236101
25782
569520
SH
SOLE
0
569520
0
0
CBRE GROUP INC CL A
CLASS A
12504L109
30202
643011
SH
SOLE
0
643011
0
0
CDK GLOBAL INC COM
COM
12508E101
17723
406588
SH
SOLE
0
406588
0
0
CDW CORP COM
COM
12514G108
19697
164791
SH
SOLE
0
164791
0
0
C H ROBINSON WORLDWIDE INC COM NEW
COM
12541W209
31227
305582
SH
SOLE
0
305582
0
0
CIGNA CORP NEW COM
COM
125523100
52354
309039
SH
SOLE
0
309039
0
0
CIM COML TR CORP COM NEW
COM
125525584
7726
783614
SH
SOLE
0
783614
0
0
CNA FINL CORP COM
COM
126117100
232
7738
SH
SOLE
0
7738
0
0
CSX CORP COM
COM
126408103
30773
396205
SH
SOLE
0
396205
0
0
CADENCE DESIGN SYSTEM INC COM
COM
127387108
46787
438783
SH
SOLE
0
438783
0
0
CAMPBELL SOUP CO COM
COM
134429109
812
16792
SH
SOLE
0
16792
0
0
CARDINAL HEALTH INC COM
COM
14149Y108
30322
645832
SH
SOLE
0
645832
0
0
CATERPILLAR INC DEL COM
COM
149123101
35044
234955
SH
SOLE
0
234955
0
0
CELANESE CORP DEL COM
COM
150870103
27491
255848
SH
SOLE
0
255848
0
0
CERNER CORP COM
COM
156782104
44708
618448
SH
SOLE
0
618448
0
0
CHARTER COMMUNICATIONS INC N CL A
CLASS A
16119P108
81868
131128
SH
SOLE
0
131128
0
0
CHURCH DWIGHT INC COM
COM
171340102
9422
100543
SH
SOLE
0
100543
0
0
CISCO SYS INC COM
COM
17275R102
117029
2971028
SH
SOLE
0
2971028
0
0
CINTAS CORP COM
COM
172908105
13753
41320
SH
SOLE
0
41320
0
0
CITIGROUP INC COM NEW
COM
172967424
32755
759811
SH
SOLE
0
759811
0
0
CITRIX SYS INC COM
COM
177376100
38328
278324
SH
SOLE
0
278324
0
0
CLOROX CO DEL COM
COM
189054109
1038
4941
SH
SOLE
0
4941
0
0
COCA COLA CO COM
COM
191216100
53884
1091431
SH
SOLE
0
1091431
0
0
COGNIZANT TECHNOLOGY SOLUTIO CL A
CLASS A
192446102
57328
825816
SH
SOLE
0
825816
0
0
COLGATE PALMOLIVE CO COM
COM
194162103
75941
984332
SH
SOLE
0
984332
0
0
COMCAST CORP NEW CL A
CLASS A
20030N101
134211
2901237
SH
SOLE
0
2901237
0
0
COMPANHIA DE SANEAMENTO BASI SPONSORED ADR
ADR
20441A102
12242
1475000
SH
SOLE
0
1475000
0
0
COOPER COS INC COM NEW
COM
216648402
5638
16725
SH
SOLE
0
16725
0
0
CORTEVA INC COM
COM
22052L104
27859
967000
SH
SOLE
0
967000
0
0
CUBESMART COM
COM
229663109
237443
7348916
SH
SOLE
0
7348916
0
0
CUMMINS INC COM
COM
231021106
59862
283492
SH
SOLE
0
283492
0
0
CYRUSONE INC COM
COM
23283R100
143197
2044790
SH
SOLE
0
2044790
0
0
DANAHER CORPORATION COM
COM
235851102
63776
296179
SH
SOLE
0
296179
0
0
DAVITA INC COM
COM
23918K108
24976
291609
SH
SOLE
0
291609
0
0
DELL TECHNOLOGIES INC CL C
CLASS C
24703L202
137372
2029434
SH
SOLE
0
2029434
0
0
DENTSPLY SIRONA INC COM
COM
24906P109
3691
84394
SH
SOLE
0
84394
0
0
DIGITAL RLTY TR INC COM
COM
253868103
320956
2186947
SH
SOLE
0
2186947
0
0
DISCOVERY INC COM SER A
COM
25470F104
22694
1042427
SH
SOLE
0
1042427
0
0
DOLLAR GEN CORP NEW COM
COM
256677105
42404
202290
SH
SOLE
0
202290
0
0
DOLLAR TREE INC COM
COM
256746108
9277
101569
SH
SOLE
0
101569
0
0
DOVER CORP COM
COM
260003108
5206
48057
SH
SOLE
0
48057
0
0
EBAY INC. COM
COM
278642103
58282
1118656
SH
SOLE
0
1118656
0
0
ECOLAB INC COM
COM
278865100
20764
103904
SH
SOLE
0
103904
0
0
ELECTRONIC ARTS INC COM
COM
285512109
51160
392304
SH
SOLE
0
392304
0
0
EMERSON ELEC CO COM
COM
291011104
42973
655376
SH
SOLE
0
655376
0
0
EQUITY RESIDENTIAL SH BEN INT
INT
29476L107
388032
7559553
SH
SOLE
0
7559553
0
0
ESSEX PPTY TR INC COM
COM
297178105
83383
415276
SH
SOLE
0
415276
0
0
EXELON CORP COM
COM
30161N101
41486
1160136
SH
SOLE
0
1160136
0
0
EXPEDITORS INTL WASH INC COM
COM
302130109
35294
389906
SH
SOLE
0
389906
0
0
EXTRA SPACE STORAGE INC COM
COM
30225T102
469577
4388982
SH
SOLE
0
4388982
0
0
FACEBOOK INC CL A
CLASS A
30303M102
216860
828025
SH
SOLE
0
828025
0
0
FEDERAL RLTY INVT TR SH BEN INT NEW
INT
313747206
163651
2228362
SH
SOLE
0
2228362
0
0
F5 NETWORKS INC COM
COM
315616102
19678
160286
SH
SOLE
0
160286
0
0
FIDELITY NATIONAL FINANCIAL FNF GROUP COM
COM
31620R303
2793
89214
SH
SOLE
0
89214
0
0
FLEETCOR TECHNOLOGIES INC COM
COM
339041105
32441
136251
SH
SOLE
0
136251
0
0
FORTUNE BRANDS HOME SEC IN COM
COM
34964C106
5287
61102
SH
SOLE
0
61102
0
0
FOX CORP CL A COM
COM
35137L105
32001
1149861
SH
SOLE
0
1149861
0
0
GENERAL MLS INC COM
COM
370334104
36684
594746
SH
SOLE
0
594746
0
0
GILEAD SCIENCES INC COM
COM
375558103
105541
1670220
SH
SOLE
0
1670220
0
0
GLOBE LIFE INC COM
COM
37959E102
20320
254316
SH
SOLE
0
254316
0
0
GOLDMAN SACHS GROUP INC COM
COM
38141G104
60620
301638
SH
SOLE
0
301638
0
0
GRAINGER W W INC COM
COM
384802104
30864
86509
SH
SOLE
0
86509
0
0
HCA HEALTHCARE INC COM
COM
40412C101
8911
71467
SH
SOLE
0
71467
0
0
HP INC COM
COM
40434L105
41991
2211192
SH
SOLE
0
2211192
0
0
HAIN CELESTIAL GROUP INC COM
COM
405217100
43868
1278955
SH
SOLE
0
1278955
0
0
HARTFORD FINL SVCS GROUP INC COM
COM
416515104
26156
709614
SH
SOLE
0
709614
0
0
HEALTHPEAK PROPERTIES INC COM
COM
42250P103
486290
17911235
SH
SOLE
0
17911235
0
0
HERSHEY CO COM
COM
427866108
32039
223517
SH
SOLE
0
223517
0
0
HOLOGIC INC COM
COM
436440101
36682
551853
SH
SOLE
0
551853
0
0
HOME DEPOT INC COM
COM
437076102
76871
276804
SH
SOLE
0
276804
0
0
HOST HOTELS RESORTS INC COM
COM
44107P104
254984
23631476
SH
SOLE
0
23631476
0
0
HUDSON PAC PPTYS INC COM
COM
444097109
253584
11563329
SH
SOLE
0
11563329
0
0
HUMANA INC COM
COM
444859102
56517
136551
SH
SOLE
0
136551
0
0
HUNT J B TRANS SVCS INC COM
COM
445658107
26453
209312
SH
SOLE
0
209312
0
0
ILLINOIS TOOL WKS INC COM
COM
452308109
32508
168254
SH
SOLE
0
168254
0
0
ILLUMINA INC COM
COM
452327109
15466
50038
SH
SOLE
0
50038
0
0
INCYTE CORP COM
COM
45337C102
13461
150000
SH
SOLE
0
150000
0
0
INGREDION INC COM
COM
457187102
15894
210010
SH
SOLE
0
210010
0
0
INTEL CORP COM
COM
458140100
137198
2649640
SH
SOLE
0
2649640
0
0
INTERCONTINENTAL EXCHANGE IN COM
COM
45866F104
39412
393919
SH
SOLE
0
393919
0
0
INTERNATIONAL BUSINESS MACHS COM
COM
459200101
78498
645175
SH
SOLE
0
645175
0
0
INTUIT COM
COM
461202103
65321
200241
SH
SOLE
0
200241
0
0
INVITATION HOMES INC COM
COM
46187W107
347682
12421659
SH
SOLE
0
12421659
0
0
IRON MTN INC NEW COM
COM
46284V101
20403
761589
SH
SOLE
0
761589
0
0
ITRON INC COM
COM
465741106
33740
555489
SH
SOLE
0
555489
0
0
JEFFERIES FINL GROUP INC COM
COM
47233W109
17877
993156
SH
SOLE
0
993156
0
0
JOHNSON JOHNSON COM
COM
478160104
201059
1350474
SH
SOLE
0
1350474
0
0
JUNIPER NETWORKS INC COM
COM
48203R104
21190
985562
SH
SOLE
0
985562
0
0
KLA CORP COM NEW
COM
482480100
43531
224689
SH
SOLE
0
224689
0
0
KANSAS CITY SOUTHERN COM NEW
COM
485170302
24671
136434
SH
SOLE
0
136434
0
0
KEYSIGHT TECHNOLOGIES INC COM
COM
49338L103
35073
355066
SH
SOLE
0
355066
0
0
KILROY RLTY CORP COM
COM
49427F108
338510
6514810
SH
SOLE
0
6514810
0
0
KIMBERLY CLARK CORP COM
COM
494368103
66876
452908
SH
SOLE
0
452908
0
0
KROGER CO COM
COM
501044101
46136
1360540
SH
SOLE
0
1360540
0
0
L3HARRIS TECHNOLOGIES INC COM
COM
502431109
15146
89179
SH
SOLE
0
89179
0
0
LEIDOS HOLDINGS INC COM
COM
525327102
25940
290972
SH
SOLE
0
290972
0
0
LILLY ELI CO COM
COM
532457108
101765
687509
SH
SOLE
0
687509
0
0
MANPOWERGROUP INC COM
COM
56418H100
17392
237171
SH
SOLE
0
237171
0
0
MASCO CORP COM
COM
574599106
28245
512330
SH
SOLE
0
512330
0
0
MASTERCARD INCORPORATED CL A
CLASS A
57636Q104
74837
221301
SH
SOLE
0
221301
0
0
MAXIM INTEGRATED PRODS INC COM
COM
57772K101
50
738
SH
SOLE
0
738
0
0
MCKESSON CORP COM
COM
58155Q103
45351
304509
SH
SOLE
0
304509
0
0
MERCK CO. INC COM
COM
58933Y105
144611
1743347
SH
SOLE
0
1743347
0
0
METLIFE INC COM
COM
59156R108
40362
1085884
SH
SOLE
0
1085884
0
0
METTLER TOLEDO INTERNATIONAL COM
COM
592688105
9690
10034
SH
SOLE
0
10034
0
0
MICROSOFT CORP COM
COM
594918104
361982
1721017
SH
SOLE
0
1721017
0
0
MID-AMER APT CMNTYS INC COM
COM
59522J103
24208
208780
SH
SOLE
0
208780
0
0
MONDELEZ INTL INC CL A
CLASS A
609207105
79021
1375467
SH
SOLE
0
1375467
0
0
MORGAN STANLEY COM NEW
COM
617446448
55895
1156048
SH
SOLE
0
1156048
0
0
MOTOROLA SOLUTIONS INC COM NEW
COM
620076307
40518
258389
SH
SOLE
0
258389
0
0
NASDAQ INC COM
COM
631103108
29010
236407
SH
SOLE
0
236407
0
0
NATIONAL RETAIL PROPERTIES I COM
COM
637417106
379955
11009991
SH
SOLE
0
11009991
0
0
NETAPP INC COM
COM
64110D104
28188
642969
SH
SOLE
0
642969
0
0
NEWS CORP NEW CL A
CLASS A
65249B109
12583
897512
SH
SOLE
0
897512
0
0
NISOURCE INC COM
COM
65473P105
16321
741872
SH
SOLE
0
741872
0
0
NORFOLK SOUTHN CORP COM
COM
655844108
7361
34400
SH
SOLE
0
34400
0
0
NORTHERN TR CORP COM
COM
665859104
2987
38313
SH
SOLE
0
38313
0
0
NORTONLIFELOCK INC COM
COM
668771108
4207
201853
SH
SOLE
0
201853
0
0
NUCOR CORP COM
COM
670346105
29497
657539
SH
SOLE
0
657539
0
0
OREILLY AUTOMOTIVE INC COM
COM
67103H107
32322
70101
SH
SOLE
0
70101
0
0
OMNICOM GROUP INC COM
COM
681919106
25805
521314
SH
SOLE
0
521314
0
0
OMEGA HEALTHCARE INVS INC COM
COM
681936100
229857
7677263
SH
SOLE
0
7677263
0
0
ORACLE CORP COM
COM
68389X105
117455
1967415
SH
SOLE
0
1967415
0
0
OWENS CORNING NEW COM
COM
690742101
73296
1065190
SH
SOLE
0
1065190
0
0
PPG INDS INC COM
COM
693506107
26661
218386
SH
SOLE
0
218386
0
0
PACCAR INC COM
COM
693718108
43077
505128
SH
SOLE
0
505128
0
0
PACKAGING CORP AMER COM
COM
695156109
17154
157300
SH
SOLE
0
157300
0
0
PAYCHEX INC COM
COM
704326107
44127
553174
SH
SOLE
0
553174
0
0
PAYPAL HLDGS INC COM
COM
70450Y103
69931
354927
SH
SOLE
0
354927
0
0
PEPSICO INC COM
COM
713448108
104822
756290
SH
SOLE
0
756290
0
0
PFIZER INC COM
COM
717081103
124839
3401620
SH
SOLE
0
3401620
0
0
PINNACLE WEST CAP CORP COM
COM
723484101
1116
14975
SH
SOLE
0
14975
0
0
PRICE T ROWE GROUP INC COM
COM
74144T108
51597
402407
SH
SOLE
0
402407
0
0
PROCTER AND GAMBLE CO COM
COM
742718109
176077
1266829
SH
SOLE
0
1266829
0
0
PROLOGIS INC. COM
COM
74340W103
863084
8577655
SH
SOLE
0
8577655
0
0
PUBLIC SVC ENTERPRISE GRP IN COM
COM
744573106
35769
651408
SH
SOLE
0
651408
0
0
PUBLIC STORAGE COM
COM
74460D109
48223
216519
SH
SOLE
0
216519
0
0
PULTE GROUP INC COM
COM
745867101
30295
654461
SH
SOLE
0
654461
0
0
QTS RLTY TR INC COM CL A
CLASS A
74736A103
185733
2947203
SH
SOLE
0
2947203
0
0
QORVO INC COM
COM
74736K101
2319
17977
SH
SOLE
0
17977
0
0
QUALCOMM INC COM
COM
747525103
99217
843110
SH
SOLE
0
843110
0
0
QUEST DIAGNOSTICS INC COM
COM
74834L100
38315
334656
SH
SOLE
0
334656
0
0
REALTY INCOME CORP COM
COM
756109104
177069
2914722
SH
SOLE
0
2914722
0
0
REGENCY CTRS CORP COM
COM
758849103
188124
4948035
SH
SOLE
0
4948035
0
0
REGENERON PHARMACEUTICALS COM
COM
75886F107
38873
69444
SH
SOLE
0
69444
0
0
REPUBLIC SVCS INC COM
COM
760759100
36448
390441
SH
SOLE
0
390441
0
0
REXFORD INDL RLTY INC COM
COM
76169C100
379342
8289819
SH
SOLE
0
8289819
0
0
ROBERT HALF INTL INC COM
COM
770323103
22905
432652
SH
SOLE
0
432652
0
0
ROCKWELL AUTOMATION INC COM
COM
773903109
9441
42783
SH
SOLE
0
42783
0
0
S P GLOBAL INC COM
COM
78409V104
7450
20659
SH
SOLE
0
20659
0
0
SEI INVTS CO COM
COM
784117103
16487
325058
SH
SOLE
0
325058
0
0
SL GREEN RLTY CORP COM
COM
78440X101
193670
4176630
SH
SOLE
0
4176630
0
0
HENRY SCHEIN INC COM
COM
806407102
25456
433067
SH
SOLE
0
433067
0
0
SEALED AIR CORP NEW COM
COM
81211K100
20826
536610
SH
SOLE
0
536610
0
0
SIMON PPTY GROUP INC NEW COM
COM
828806109
273887
4234487
SH
SOLE
0
4234487
0
0
SIRIUS XM HOLDINGS INC COM
COM
82968B103
20664
3855238
SH
SOLE
0
3855238
0
0
SKYWORKS SOLUTIONS INC COM
COM
83088M102
3143
21600
SH
SOLE
0
21600
0
0
SMUCKER J M CO COM NEW
COM
832696405
14130
122319
SH
SOLE
0
122319
0
0
SNAP ON INC COM
COM
833034101
25919
176161
SH
SOLE
0
176161
0
0
SPROUTS FMRS MKT INC COM
COM
85208M102
40918
1955007
SH
SOLE
0
1955007
0
0
STATE STR CORP COM
COM
857477103
34030
573567
SH
SOLE
0
573567
0
0
STRYKER CORPORATION COM
COM
863667101
59077
283520
SH
SOLE
0
283520
0
0
SUN CMNTYS INC COM
COM
866674104
273427
1944576
SH
SOLE
0
1944576
0
0
SYNOPSYS INC COM
COM
871607107
50225
234716
SH
SOLE
0
234716
0
0
TAKE-TWO INTERACTIVE SOFTWAR COM
COM
874054109
34336
207821
SH
SOLE
0
207821
0
0
TARGET CORP COM
COM
87612E106
80421
510867
SH
SOLE
0
510867
0
0
TERRENO RLTY CORP COM
COM
88146M101
206930
3778848
SH
SOLE
0
3778848
0
0
TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
ADS
881624209
14533
1613034
SH
SOLE
0
1613034
0
0
TEXAS INSTRS INC COM
COM
882508104
52835
370018
SH
SOLE
0
370018
0
0
THERMO FISHER SCIENTIFIC INC COM
COM
883556102
168058
380635
SH
SOLE
0
380635
0
0
3M CO COM
COM
88579Y101
57137
356708
SH
SOLE
0
356708
0
0
TRACTOR SUPPLY CO COM
COM
892356106
34402
240000
SH
SOLE
0
240000
0
0
TRAVELERS COMPANIES INC COM
COM
89417E109
35139
324792
SH
SOLE
0
324792
0
0
UDR INC COM
COM
902653104
17304
530624
SH
SOLE
0
530624
0
0
UNION PAC CORP COM
COM
907818108
54396
276306
SH
SOLE
0
276306
0
0
UNITED PARCEL SERVICE INC CL B
CLASS B
911312106
24065
144422
SH
SOLE
0
144422
0
0
UNITEDHEALTH GROUP INC COM
COM
91324P102
157527
505267
SH
SOLE
0
505267
0
0
UNIVERSAL HLTH SVCS INC CL B
CLASS B
913903100
2220
20741
SH
SOLE
0
20741
0
0
VEON LTD SPONSORED ADR
ADR
91822M106
5987
4751830
SH
SOLE
0
4751830
0
0
VERISIGN INC COM
COM
92343E102
38738
189105
SH
SOLE
0
189105
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
149763
2517440
SH
SOLE
0
2517440
0
0
VERTEX PHARMACEUTICALS INC COM
COM
92532F100
74705
274529
SH
SOLE
0
274529
0
0
VICI PPTYS INC COM
COM
925652109
456732
19543520
SH
SOLE
0
19543520
0
0
VISA INC COM CL A
CLASS A
92826C839
153558
767905
SH
SOLE
0
767905
0
0
VMWARE INC CL A COM
COM
928563402
10218
71123
SH
SOLE
0
71123
0
0
VOYA FINANCIAL INC COM
COM
929089100
17448
364035
SH
SOLE
0
364035
0
0
WP CAREY INC COM
COM
92936U109
3075
47196
SH
SOLE
0
47196
0
0
WALGREENS BOOTS ALLIANCE INC COM
COM
931427108
35960
1001123
SH
SOLE
0
1001123
0
0
WASTE MGMT INC DEL COM
COM
94106L109
57908
511692
SH
SOLE
0
511692
0
0
WATERS CORP COM
COM
941848103
27888
142516
SH
SOLE
0
142516
0
0
WELLTOWER INC COM
COM
95040Q104
353716
6420689
SH
SOLE
0
6420689
0
0
WESTERN UN CO COM
COM
959802109
28165
1314259
SH
SOLE
0
1314259
0
0
XYLEM INC COM
COM
98419M100
26803
318623
SH
SOLE
0
318623
0
0
XEROX HOLDINGS CORP COM NEW
COM
98421M106
2267
120770
SH
SOLE
0
120770
0
0
ZEBRA TECHNOLOGIES CORPORATI CL A
CLASS A
989207105
7141
28284
SH
SOLE
0
28284
0
0
ZOETIS INC CL A
CLASS A
98978V103
13893
84014
SH
SOLE
0
84014
0
0