0001472190-17-000001.txt : 20170124 0001472190-17-000001.hdr.sgml : 20170124 20170124112256 ACCESSION NUMBER: 0001472190-17-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170124 DATE AS OF CHANGE: 20170124 EFFECTIVENESS DATE: 20170124 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: 17542853 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 true 0001472190 XXXXXXXX 12-31-2016 12-31-2016 PGGM Investments
PO BOX 117 ZEIST P7 3700 AC
13F HOLDINGS REPORT 028-13635 N
J. Van Vulpen Expert Compliance Professional 0031302771175 J. Van Vulpen Zeist P7 01-24-2017 0 356 19570002 false
INFORMATION TABLE 2 Resultaat.xml AMDOCS LTD SHS SHS G02602103 42594 731232 SH SOLE 0 731232 0 0 AON PLC SHS CL A SHS G0408V102 31158 279365 SH SOLE 0 279365 0 0 ARCH CAP GROUP LTD ORD ORD G0450A105 43601 505284 SH SOLE 0 505284 0 0 AXIS CAPITAL HOLDINGS LTD SHS SHS G0692U109 3974 60888 SH SOLE 0 60888 0 0 BUNGE LIMITED COM COM G16962105 16284 225410 SH SOLE 0 225410 0 0 DELPHI AUTOMOTIVE PLC SHS SHS G27823106 41081 609957 SH SOLE 0 609957 0 0 EATON CORP PLC SHS SHS G29183103 21052 313781 SH SOLE 0 313781 0 0 EVEREST RE GROUP LTD COM COM G3223R108 14420 66638 SH SOLE 0 66638 0 0 INTERNATIONAL GAME TECHNOLOG SHS USD USD G4863A108 1919 75212 SH SOLE 0 75212 0 0 INVESCO LTD SHS SHS G491BT108 8486 279689 SH SOLE 0 279689 0 0 JOHNSON CTLS INTL PLC SHS SHS G51502105 38857 943359 SH SOLE 0 943359 0 0 MALLINCKRODT PUB LTD CO SHS SHS G5785G107 3745 75173 SH SOLE 0 75173 0 0 MEDTRONIC PLC SHS SHS G5960L103 32286 453262 SH SOLE 0 453262 0 0 MICHAEL KORS HLDGS LTD SHS SHS G60754101 26213 609886 SH SOLE 0 609886 0 0 PENTAIR PLC SHS SHS G7S00T104 6765 120655 SH SOLE 0 120655 0 0 RENAISSANCERE HOLDINGS LTD COM COM G7496G103 5010 36780 SH SOLE 0 36780 0 0 SEAGATE TECHNOLOGY PLC SHS SHS G7945M107 7296 191157 SH SOLE 0 191157 0 0 SIGNET JEWELERS LIMITED SHS SHS G81276100 5051 53590 SH SOLE 0 53590 0 0 PERRIGO CO PLC SHS SHS G97822103 7622 91582 SH SOLE 0 91582 0 0 XL GROUP LTD COM COM G98294104 7452 199998 SH SOLE 0 199998 0 0 TE CONNECTIVITY LTD REG SHS SHS H84989104 50331 726481 SH SOLE 0 726481 0 0 ADECOAGRO S A COM COM L00849106 46710 4500000 SH SOLE 0 4500000 0 0 CHECK POINT SOFTWARE TECH LT ORD ORD M22465104 32290 382309 SH SOLE 0 382309 0 0 LYONDELLBASELL INDUSTRIES N SHS - A - SHS N53745100 53004 617912 SH SOLE 0 617912 0 0 MYLAN N V SHS EURO SHS N59465109 10711 280770 SH SOLE 0 280770 0 0 ROYAL CARIBBEAN CRUISES LTD COM COM V7780T103 8476 103320 SH SOLE 0 103320 0 0 FLEX LTD ORD ORD Y2573F102 40444 2814495 SH SOLE 0 2814495 0 0 AFLAC INC COM COM 001055102 19155 275210 SH SOLE 0 275210 0 0 AGNC INVT CORP COM ADDED COM 00123Q104 9769 538809 SH SOLE 0 538809 0 0 AES CORP COM COM 00130H105 5252 452004 SH SOLE 0 452004 0 0 AT T INC COM COM 00206R102 444106 10442190 SH SOLE 0 10442190 0 0 ABBOTT LABS COM COM 002824100 31986 832745 SH SOLE 0 832745 0 0 ABBVIE INC COM COM 00287Y109 68758 1098023 SH SOLE 0 1098023 0 0 AETNA INC NEW COM COM 00817Y108 98081 790909 SH SOLE 0 790909 0 0 AFFILIATED MANAGERS GROUP COM COM 008252108 30461 209642 SH SOLE 0 209642 0 0 AIR PRODS CHEMS INC COM COM 009158106 29526 205297 SH SOLE 0 205297 0 0 AKAMAI TECHNOLOGIES INC COM COM 00971T101 35713 535581 SH SOLE 0 535581 0 0 ALASKA AIR GROUP INC COM COM 011659109 40546 456959 SH SOLE 0 456959 0 0 ALCOA CORP COM ADDED COM 013872106 2757 98185 SH SOLE 0 98185 0 0 ALEXANDRIA REAL ESTATE EQ IN COM COM 015271109 200701 1806000 SH SOLE 0 1806000 0 0 ALLEGHANY CORP DEL COM COM 017175100 8198 13481 SH SOLE 0 13481 0 0 ALLIANT ENERGY CORP COM COM 018802108 37318 984914 SH SOLE 0 984914 0 0 ALPHABET INC CAP STK CL A CLASS A 02079K305 30866 38950 SH SOLE 0 38950 0 0 AMEREN CORP COM COM 023608102 51184 975669 SH SOLE 0 975669 0 0 AMERICAN ELEC PWR INC COM COM 025537101 76438 1214078 SH SOLE 0 1214078 0 0 AMERICAN EXPRESS CO COM COM 025816109 41739 563432 SH SOLE 0 563432 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 37955 359149 SH SOLE 0 359149 0 0 AMERICAN WTR WKS CO INC NEW COM COM 030420103 53379 737693 SH SOLE 0 737693 0 0 AMERISOURCEBERGEN CORP COM COM 03073E105 23536 301011 SH SOLE 0 301011 0 0 AMERIPRISE FINL INC COM COM 03076C106 12974 116949 SH SOLE 0 116949 0 0 AMETEK INC NEW COM COM 031100100 29531 607634 SH SOLE 0 607634 0 0 AMGEN INC COM COM 031162100 101951 697289 SH SOLE 0 697289 0 0 ANALOG DEVICES INC COM COM 032654105 36203 498527 SH SOLE 0 498527 0 0 ANNALY CAP MGMT INC COM COM 035710409 15371 1541686 SH SOLE 0 1541686 0 0 ANTHEM INC COM COM 036752103 57621 400784 SH SOLE 0 400784 0 0 APARTMENT INVT MGMT CO CL A CLASS A 03748R101 64857 1427000 SH SOLE 0 1427000 0 0 APPLE INC COM COM 037833100 248939 2149359 SH SOLE 0 2149359 0 0 ARCHER DANIELS MIDLAND CO COM COM 039483102 18300 400885 SH SOLE 0 400885 0 0 ARROW ELECTRS INC COM COM 042735100 4358 61119 SH SOLE 0 61119 0 0 AUTOLIV INC COM COM 052800109 31512 278496 SH SOLE 0 278496 0 0 AUTOZONE INC COM COM 053332102 21602 27351 SH SOLE 0 27351 0 0 AVALONBAY CMNTYS INC COM COM 053484101 275271 1553885 SH SOLE 0 1553885 0 0 AVANGRID INC COM COM 05351W103 1509 39845 SH SOLE 0 39845 0 0 AVERY DENNISON CORP COM COM 053611109 28249 402298 SH SOLE 0 402298 0 0 AVNET INC COM COM 053807103 4222 88687 SH SOLE 0 88687 0 0 BB T CORP COM COM 054937107 24625 523703 SH SOLE 0 523703 0 0 BALL CORP COM COM 058498106 31146 414899 SH SOLE 0 414899 0 0 BARD C R INC COM COM 067383109 11257 50105 SH SOLE 0 50105 0 0 BAXTER INTL INC COM COM 071813109 20423 460606 SH SOLE 0 460606 0 0 BED BATH BEYOND INC COM COM 075896100 30597 752872 SH SOLE 0 752872 0 0 BEMIS INC COM COM 081437105 6963 145604 SH SOLE 0 145604 0 0 BERKLEY W R CORP COM COM 084423102 39530 594340 SH SOLE 0 594340 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW CLASS B 084670702 119342 732247 SH SOLE 0 732247 0 0 BEST BUY INC COM COM 086516101 7901 185172 SH SOLE 0 185172 0 0 BIOGEN INC COM COM 09062X103 31467 110964 SH SOLE 0 110964 0 0 BORGWARNER INC COM COM 099724106 5791 146833 SH SOLE 0 146833 0 0 BOSTON PROPERTIES INC COM COM 101121101 272720 2168233 SH SOLE 0 2168233 0 0 BOSTON SCIENTIFIC CORP COM COM 101137107 7573 350120 SH SOLE 0 350120 0 0 BRANDYWINE RLTY TR SH BEN INT NEW INT 105368203 88510 5361000 SH SOLE 0 5361000 0 0 BRISTOL MYERS SQUIBB CO COM COM 110122108 81033 1386609 SH SOLE 0 1386609 0 0 BROADRIDGE FINL SOLUTIONS IN COM COM 11133T103 32929 496670 SH SOLE 0 496670 0 0 C H ROBINSON WORLDWIDE INC COM NEW COM 12541W209 8831 120548 SH SOLE 0 120548 0 0 CME GROUP INC COM COM 12572Q105 31298 271330 SH SOLE 0 271330 0 0 CMS ENERGY CORP COM COM 125896100 39218 942298 SH SOLE 0 942298 0 0 CSX CORP COM COM 126408103 65081 1811331 SH SOLE 0 1811331 0 0 CVS HEALTH CORP COM COM 126650100 82606 1046844 SH SOLE 0 1046844 0 0 CA INC COM COM 12673P105 6670 209960 SH SOLE 0 209960 0 0 CAMDEN PPTY TR SH BEN INT INT 133131102 67299 800511 SH SOLE 0 800511 0 0 CAMPBELL SOUP CO COM COM 134429109 9754 161302 SH SOLE 0 161302 0 0 CAPITAL ONE FINL CORP COM COM 14040H105 64660 741179 SH SOLE 0 741179 0 0 CARDINAL HEALTH INC COM COM 14149Y108 67463 937371 SH SOLE 0 937371 0 0 CARNIVAL CORP UNIT 99/99/9999 COM 143658300 33014 634161 SH SOLE 0 634161 0 0 CATERPILLAR INC DEL COM COM 149123101 72152 778007 SH SOLE 0 778007 0 0 CELANESE CORP DEL COM SER A COM 150870103 44129 560439 SH SOLE 0 560439 0 0 CELGENE CORP COM COM 151020104 32604 281679 SH SOLE 0 281679 0 0 CENTERPOINT ENERGY INC COM COM 15189T107 50962 2068254 SH SOLE 0 2068254 0 0 CENTURYLINK INC COM COM 156700106 38206 1606625 SH SOLE 0 1606625 0 0 CERNER CORP COM COM 156782104 25415 536529 SH SOLE 0 536529 0 0 CHICAGO BRIDGE IRON CO N V COM COM 167250109 2237 70463 SH SOLE 0 70463 0 0 CHURCH DWIGHT INC COM COM 171340102 10382 234939 SH SOLE 0 234939 0 0 CISCO SYS INC COM COM 17275R102 133614 4421381 SH SOLE 0 4421381 0 0 CINTAS CORP COM COM 172908105 9203 79638 SH SOLE 0 79638 0 0 CITRIX SYS INC COM COM 177376100 33008 369589 SH SOLE 0 369589 0 0 CLOROX CO DEL COM COM 189054109 13907 115872 SH SOLE 0 115872 0 0 COCA COLA CO COM COM 191216100 145102 3499815 SH SOLE 0 3499815 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A CLASS A 192446102 28391 506704 SH SOLE 0 506704 0 0 COLGATE PALMOLIVE CO COM COM 194162103 50063 765014 SH SOLE 0 765014 0 0 COMCAST CORP NEW CL A CLASS A 20030N101 146191 2117176 SH SOLE 0 2117176 0 0 COMMERCE BANCSHARES INC COM COM 200525103 4831 83573 SH SOLE 0 83573 0 0 COMPUTER SCIENCES CORP COM COM 205363104 51652 869262 SH SOLE 0 869262 0 0 CONAGRA BRANDS INC COM COM 205887102 15328 387552 SH SOLE 0 387552 0 0 CONSOLIDATED EDISON INC COM COM 209115104 62661 850452 SH SOLE 0 850452 0 0 CORNING INC COM COM 219350105 52358 2157303 SH SOLE 0 2157303 0 0 COSTCO WHSL CORP NEW COM COM 22160K105 59836 373721 SH SOLE 0 373721 0 0 COTY INC COM CL A CLASS A 222070203 3067 167488 SH SOLE 0 167488 0 0 CROWN CASTLE INTL CORP NEW COM COM 22822V101 26021 299888 SH SOLE 0 299888 0 0 CUMMINS INC COM COM 231021106 52706 385644 SH SOLE 0 385644 0 0 DCT INDUSTRIAL TRUST INC COM NEW COM 233153204 43794 914667 SH SOLE 0 914667 0 0 DDR CORP COM COM 23317H102 43061 2820000 SH SOLE 0 2820000 0 0 D R HORTON INC COM COM 23331A109 6246 228531 SH SOLE 0 228531 0 0 DST SYS INC DEL COM COM 233326107 31521 294178 SH SOLE 0 294178 0 0 DTE ENERGY CO COM COM 233331107 27730 281491 SH SOLE 0 281491 0 0 DANAHER CORP DEL COM COM 235851102 64132 823895 SH SOLE 0 823895 0 0 DARDEN RESTAURANTS INC COM COM 237194105 49183 676334 SH SOLE 0 676334 0 0 DAVITA INC COM COM 23918K108 11526 179536 SH SOLE 0 179536 0 0 DELTA AIR LINES INC DEL COM NEW COM 247361702 6431 130733 SH SOLE 0 130733 0 0 DIAMONDROCK HOSPITALITY CO COM COM 252784301 20869 1810000 SH SOLE 0 1810000 0 0 DIGITAL RLTY TR INC COM COM 253868103 244606 2489379 SH SOLE 0 2489379 0 0 DISNEY WALT CO COM DISNEY COM 254687106 33026 316892 SH SOLE 0 316892 0 0 DISCOVER FINL SVCS COM COM 254709108 62309 864317 SH SOLE 0 864317 0 0 DOLLAR GEN CORP NEW COM COM 256677105 35737 482470 SH SOLE 0 482470 0 0 DOLLAR TREE INC COM COM 256746108 14407 186666 SH SOLE 0 186666 0 0 DOMINION RES INC VA NEW COM COM 25746U109 40712 531555 SH SOLE 0 531555 0 0 DOVER CORP COM COM 260003108 42752 570557 SH SOLE 0 570557 0 0 DOW CHEM CO COM COM 260543103 42941 750458 SH SOLE 0 750458 0 0 DR PEPPER SNAPPLE GROUP INC COM COM 26138E109 14777 162977 SH SOLE 0 162977 0 0 DUKE ENERGY CORP NEW COM NEW COM 26441C204 84243 1085329 SH SOLE 0 1085329 0 0 DUKE REALTY CORP COM NEW COM 264411505 84009 3163000 SH SOLE 0 3163000 0 0 EQT CORP COM COM 26884L109 7430 113610 SH SOLE 0 113610 0 0 EASTMAN CHEM CO COM COM 277432100 7535 100192 SH SOLE 0 100192 0 0 EBAY INC COM COM 278642103 36194 1219060 SH SOLE 0 1219060 0 0 ECOLAB INC COM COM 278865100 67951 579686 SH SOLE 0 579686 0 0 EDISON INTL COM COM 281020107 50416 700314 SH SOLE 0 700314 0 0 EDWARDS LIFESCIENCES CORP COM COM 28176E108 7655 81697 SH SOLE 0 81697 0 0 EMERSON ELEC CO COM COM 291011104 55617 997606 SH SOLE 0 997606 0 0 EMPIRE ST RLTY TR INC CL A CLASS A 292104106 17020 843000 SH SOLE 0 843000 0 0 ENTERGY CORP NEW COM COM 29364G103 48014 653518 SH SOLE 0 653518 0 0 EQUIFAX INC COM COM 294429105 30012 253846 SH SOLE 0 253846 0 0 EQUINIX INC COM PAR $0.001 COM 29444U700 17295 48390 SH SOLE 0 48390 0 0 EQUITY RESIDENTIAL SH BEN INT INT 29476L107 475714 7391460 SH SOLE 0 7391460 0 0 ESSEX PPTY TR INC COM COM 297178105 201345 866000 SH SOLE 0 866000 0 0 EVERSOURCE ENERGY COM COM 30040W108 27424 496539 SH SOLE 0 496539 0 0 EXELON CORP COM COM 30161N101 51219 1443199 SH SOLE 0 1443199 0 0 EXPEDITORS INTL WASH INC COM COM 302130109 40981 773801 SH SOLE 0 773801 0 0 EXPRESS SCRIPTS HLDG CO COM COM 30219G108 30870 448761 SH SOLE 0 448761 0 0 EXTRA SPACE STORAGE INC COM COM 30225T102 142508 1845000 SH SOLE 0 1845000 0 0 FEDERAL REALTY INVT TR SH BEN INT NEW INT 313747206 201512 1418000 SH SOLE 0 1418000 0 0 FEDEX CORP COM COM 31428X106 33585 180370 SH SOLE 0 180370 0 0 F5 NETWORKS INC COM COM 315616102 40504 279878 SH SOLE 0 279878 0 0 FIDELITY NATL INFORMATION SV COM COM 31620M106 18239 241134 SH SOLE 0 241134 0 0 FIFTH THIRD BANCORP COM COM 316773100 14391 533587 SH SOLE 0 533587 0 0 FIRSTENERGY CORP COM COM 337932107 20533 662997 SH SOLE 0 662997 0 0 FOOT LOCKER INC COM COM 344849104 43456 613006 SH SOLE 0 613006 0 0 FORD MTR CO DEL COM PAR $0.01 COM 345370860 31657 2609826 SH SOLE 0 2609826 0 0 FRANKLIN RES INC COM COM 354613101 32571 822925 SH SOLE 0 822925 0 0 GAP INC DEL COM COM 364760108 36944 1646358 SH SOLE 0 1646358 0 0 GENERAL GROWTH PPTYS INC NEW COM COM 370023103 368272 14742682 SH SOLE 0 14742682 0 0 GENERAL MLS INC COM COM 370334104 33053 535100 SH SOLE 0 535100 0 0 GENERAL MTRS CO COM COM 37045V100 67641 1941481 SH SOLE 0 1941481 0 0 GENTEX CORP COM COM 371901109 41826 2124245 SH SOLE 0 2124245 0 0 GENUINE PARTS CO COM COM 372460105 28468 297970 SH SOLE 0 297970 0 0 GILEAD SCIENCES INC COM COM 375558103 99192 1385169 SH SOLE 0 1385169 0 0 GOLDMAN SACHS GROUP INC COM COM 38141G104 8090 33784 SH SOLE 0 33784 0 0 GOODYEAR TIRE RUBR CO COM COM 382550101 5537 179381 SH SOLE 0 179381 0 0 GRAINGER W W INC COM COM 384802104 29423 126686 SH SOLE 0 126686 0 0 HCP INC COM COM 40414L109 137945 4641475 SH SOLE 0 4641475 0 0 HAIN CELESTIAL GROUP INC COM COM 405217100 19928 510589 SH SOLE 0 510589 0 0 HARLEY DAVIDSON INC COM COM 412822108 44008 754332 SH SOLE 0 754332 0 0 HARMAN INTL INDS INC COM COM 413086109 5313 47799 SH SOLE 0 47799 0 0 HARTFORD FINL SVCS GROUP INC COM COM 416515104 13112 275172 SH SOLE 0 275172 0 0 HASBRO INC COM COM 418056107 28594 367575 SH SOLE 0 367575 0 0 HEALTHCARE RLTY TR COM COM 421946104 84077 2773000 SH SOLE 0 2773000 0 0 HEALTHCARE TR AMER INC CL A NEW CLASS A 42225P501 35980 1236000 SH SOLE 0 1236000 0 0 HERSHEY CO COM COM 427866108 14499 140184 SH SOLE 0 140184 0 0 HERTZ GLOBAL HLDGS INC COM COM 42806J106 12934 599891 SH SOLE 0 599891 0 0 HEWLETT PACKARD ENTERPRISE C COM COM 42824C109 11853 512236 SH SOLE 0 512236 0 0 HOLLYFRONTIER CORP COM COM 436106108 4025 122856 SH SOLE 0 122856 0 0 HOSPITALITY PPTYS TR COM SH BEN INT INT 44106M102 3265 102856 SH SOLE 0 102856 0 0 HOST HOTELS RESORTS INC COM COM 44107P104 233616 12400000 SH SOLE 0 12400000 0 0 HUNT J B TRANS SVCS INC COM COM 445658107 7526 77534 SH SOLE 0 77534 0 0 HUNTINGTON BANCSHARES INC COM COM 446150104 7075 535170 SH SOLE 0 535170 0 0 ILLINOIS TOOL WKS INC COM COM 452308109 34937 285290 SH SOLE 0 285290 0 0 ILLUMINA INC COM COM 452327109 15283 119364 SH SOLE 0 119364 0 0 INTEL CORP COM COM 458140100 175926 4850443 SH SOLE 0 4850443 0 0 INTERNATIONAL BUSINESS MACHS COM COM 459200101 284710 1715223 SH SOLE 0 1715223 0 0 INTL PAPER CO COM COM 460146103 53096 1000686 SH SOLE 0 1000686 0 0 INTERPUBLIC GROUP COS INC COM COM 460690100 6323 270114 SH SOLE 0 270114 0 0 JPMORGAN CHASE CO COM COM 46625H100 213381 2472839 SH SOLE 0 2472839 0 0 JABIL CIRCUIT INC COM COM 466313103 2769 116988 SH SOLE 0 116988 0 0 JOHNSON JOHNSON COM COM 478160104 410338 3561656 SH SOLE 0 3561656 0 0 JUNIPER NETWORKS INC COM COM 48203R104 7298 258261 SH SOLE 0 258261 0 0 KLA-TENCOR CORP COM COM 482480100 8321 105752 SH SOLE 0 105752 0 0 KANSAS CITY SOUTHERN COM NEW COM 485170302 28920 340831 SH SOLE 0 340831 0 0 KELLOGG CO COM COM 487836108 16306 221225 SH SOLE 0 221225 0 0 KEYCORP NEW COM COM 493267108 10252 561154 SH SOLE 0 561154 0 0 KILROY RLTY CORP COM COM 49427F108 157936 2157000 SH SOLE 0 2157000 0 0 KIMBERLY CLARK CORP COM COM 494368103 37300 326850 SH SOLE 0 326850 0 0 KIMCO RLTY CORP COM COM 49446R109 264834 10526000 SH SOLE 0 10526000 0 0 KOHLS CORP COM COM 500255104 43456 880028 SH SOLE 0 880028 0 0 KROGER CO COM COM 501044101 31400 909871 SH SOLE 0 909871 0 0 LKQ CORP COM COM 501889208 7228 235835 SH SOLE 0 235835 0 0 LABORATORY CORP AMER HLDGS COM NEW COM 50540R409 10834 84391 SH SOLE 0 84391 0 0 LAM RESEARCH CORP COM COM 512807108 11287 106756 SH SOLE 0 106756 0 0 LAMB WESTON HLDGS INC COM ADDED COM 513272104 4890 129184 SH SOLE 0 129184 0 0 LASALLE HOTEL PPTYS COM SH BEN INT INT 517942108 31902 1047000 SH SOLE 0 1047000 0 0 LEAR CORP COM NEW COM 521865204 44461 335881 SH SOLE 0 335881 0 0 LEGGETT PLATT INC COM COM 524660107 29813 609925 SH SOLE 0 609925 0 0 LIBERTY PPTY TR SH BEN INT INT 531172104 52812 1337000 SH SOLE 0 1337000 0 0 LILLY ELI CO COM COM 532457108 65655 892652 SH SOLE 0 892652 0 0 LINCOLN NATL CORP IND COM COM 534187109 11015 166215 SH SOLE 0 166215 0 0 LOEWS CORP COM COM 540424108 11769 251303 SH SOLE 0 251303 0 0 M T BK CORP COM COM 55261F104 21143 135158 SH SOLE 0 135158 0 0 MDU RES GROUP INC COM COM 552690109 37258 1295024 SH SOLE 0 1295024 0 0 MACERICH CO COM COM 554382101 91738 1295000 SH SOLE 0 1295000 0 0 MACK CALI RLTY CORP COM COM 554489104 5258 181182 SH SOLE 0 181182 0 0 MACYS INC COM COM 55616P104 37261 1040521 SH SOLE 0 1040521 0 0 MANPOWERGROUP INC COM COM 56418H100 4313 48532 SH SOLE 0 48532 0 0 MARATHON PETE CORP COM COM 56585A102 18134 360152 SH SOLE 0 360152 0 0 MARSH MCLENNAN COS INC COM COM 571748102 32350 478617 SH SOLE 0 478617 0 0 MCCORMICK CO INC COM NON VTG COM 579780206 9702 103950 SH SOLE 0 103950 0 0 MCDONALDS CORP COM COM 580135101 96494 792754 SH SOLE 0 792754 0 0 MCKESSON CORP COM COM 58155Q103 51899 369521 SH SOLE 0 369521 0 0 MEAD JOHNSON NUTRITION CO COM COM 582839106 23092 326344 SH SOLE 0 326344 0 0 MERCK CO INC COM COM 58933Y105 270961 4602709 SH SOLE 0 4602709 0 0 METLIFE INC COM COM 59156R108 32721 607177 SH SOLE 0 607177 0 0 MICROSOFT CORP COM COM 594918104 24305 391137 SH SOLE 0 391137 0 0 MICROCHIP TECHNOLOGY INC COM COM 595017104 47598 741986 SH SOLE 0 741986 0 0 MORGAN STANLEY COM NEW COM 617446448 39855 943313 SH SOLE 0 943313 0 0 MOSAIC CO NEW COM COM 61945C103 6945 236794 SH SOLE 0 236794 0 0 MOTOROLA SOLUTIONS INC COM NEW COM 620076307 13147 158613 SH SOLE 0 158613 0 0 NATIONAL RETAIL PPTYS INC COM COM 637417106 127165 2877029 SH SOLE 0 2877029 0 0 NETAPP INC COM COM 64110D104 6987 198107 SH SOLE 0 198107 0 0 NEW YORK CMNTY BANCORP INC COM COM 649445103 11625 730643 SH SOLE 0 730643 0 0 NEWELL BRANDS INC COM COM 651229106 28836 645833 SH SOLE 0 645833 0 0 NEXTERA ENERGY INC COM COM 65339F101 49388 413423 SH SOLE 0 413423 0 0 NIKE INC CL B CLASS B 654106103 48330 950822 SH SOLE 0 950822 0 0 NISOURCE INC COM COM 65473P105 6333 286057 SH SOLE 0 286057 0 0 NORDSTROM INC COM COM 655664100 4534 94594 SH SOLE 0 94594 0 0 NORFOLK SOUTHERN CORP COM COM 655844108 21689 200693 SH SOLE 0 200693 0 0 NUANCE COMMUNICATIONS INC COM COM 67020Y100 2473 165983 SH SOLE 0 165983 0 0 NUCOR CORP COM COM 670346105 12662 212740 SH SOLE 0 212740 0 0 O REILLY AUTOMOTIVE INC NEW COM COM 67103H107 23517 84469 SH SOLE 0 84469 0 0 OMNICOM GROUP INC COM COM 681919106 43424 510209 SH SOLE 0 510209 0 0 OMEGA HEALTHCARE INVS INC COM COM 681936100 48578 1554000 SH SOLE 0 1554000 0 0 ORACLE CORP COM COM 68389X105 83555 2173072 SH SOLE 0 2173072 0 0 PG E CORP COM COM 69331C108 46654 767707 SH SOLE 0 767707 0 0 PNC FINL SVCS GROUP INC COM COM 693475105 39897 341117 SH SOLE 0 341117 0 0 PPG INDS INC COM COM 693506107 26173 276204 SH SOLE 0 276204 0 0 PPL CORP COM COM 69351T106 20566 603985 SH SOLE 0 603985 0 0 PVH CORP COM COM 693656100 4738 52509 SH SOLE 0 52509 0 0 PACCAR INC COM COM 693718108 34877 545812 SH SOLE 0 545812 0 0 PARAMOUNT GROUP INC COM COM 69924R108 49505 3096000 SH SOLE 0 3096000 0 0 PARKER HANNIFIN CORP COM COM 701094104 50142 358154 SH SOLE 0 358154 0 0 PEBBLEBROOK HOTEL TR COM COM 70509V100 19903 669000 SH SOLE 0 669000 0 0 PEOPLES UNITED FINANCIAL INC COM COM 712704105 9427 486913 SH SOLE 0 486913 0 0 PEPSICO INC COM COM 713448108 130006 1242529 SH SOLE 0 1242529 0 0 PFIZER INC COM COM 717081103 164694 5070634 SH SOLE 0 5070634 0 0 PHILLIPS 66 COM COM 718546104 63082 730034 SH SOLE 0 730034 0 0 PHYSICIANS RLTY TR COM COM 71943U104 51647 2724000 SH SOLE 0 2724000 0 0 PINNACLE WEST CAP CORP COM COM 723484101 43889 562461 SH SOLE 0 562461 0 0 POLARIS INDS INC COM COM 731068102 32668 396500 SH SOLE 0 396500 0 0 PRAXAIR INC COM COM 74005P104 58310 497572 SH SOLE 0 497572 0 0 PRICE T ROWE GROUP INC COM COM 74144T108 32385 430305 SH SOLE 0 430305 0 0 PRINCIPAL FINL GROUP INC COM COM 74251V102 11337 195944 SH SOLE 0 195944 0 0 PROCTER AND GAMBLE CO COM COM 742718109 234764 2792145 SH SOLE 0 2792145 0 0 PROGRESSIVE CORP OHIO COM COM 743315103 32620 918877 SH SOLE 0 918877 0 0 PROLOGIS INC COM COM 74340W103 402845 7631077 SH SOLE 0 7631077 0 0 PRUDENTIAL FINL INC COM COM 744320102 31668 304322 SH SOLE 0 304322 0 0 PUBLIC SVC ENTERPRISE GROUP COM COM 744573106 65251 1487025 SH SOLE 0 1487025 0 0 PUBLIC STORAGE COM COM 74460D109 323729 1448454 SH SOLE 0 1448454 0 0 PULTE GROUP INC COM COM 745867101 3535 192315 SH SOLE 0 192315 0 0 QUALCOMM INC COM COM 747525103 65834 1009722 SH SOLE 0 1009722 0 0 QUALITY CARE PPTYS INC COM ADDED COM 747545101 14383 927937 SH SOLE 0 927937 0 0 QUEST DIAGNOSTICS INC COM COM 74834L100 20085 218553 SH SOLE 0 218553 0 0 RALPH LAUREN CORP CL A CLASS A 751212101 31733 351344 SH SOLE 0 351344 0 0 REALTY INCOME CORP COM COM 756109104 172075 2993653 SH SOLE 0 2993653 0 0 REGENCY CTRS CORP COM COM 758849103 91497 1327000 SH SOLE 0 1327000 0 0 REGIONS FINL CORP NEW COM COM 7591EP100 12423 865129 SH SOLE 0 865129 0 0 REPUBLIC SVCS INC COM COM 760759100 14581 255589 SH SOLE 0 255589 0 0 ROBERT HALF INTL INC COM COM 770323103 41938 859737 SH SOLE 0 859737 0 0 ROCKWELL AUTOMATION INC COM COM 773903109 82891 616750 SH SOLE 0 616750 0 0 ROPER TECHNOLOGIES INC COM COM 776696106 35067 191539 SH SOLE 0 191539 0 0 SBA COMMUNICATIONS CORP COM COM 78388J106 8875 85950 SH SOLE 0 85950 0 0 SL GREEN RLTY CORP COM COM 78440X101 204216 1898802 SH SOLE 0 1898802 0 0 SCANA CORP NEW COM COM 80589M102 14795 201892 SH SOLE 0 201892 0 0 SCHLUMBERGER LTD COM COM 806857108 33856 403285 SH SOLE 0 403285 0 0 SCRIPPS NETWORKS INTERACT IN CL A COM COM 811065101 36962 517893 SH SOLE 0 517893 0 0 SEMPRA ENERGY COM COM 816851109 22213 220718 SH SOLE 0 220718 0 0 SIMON PPTY GROUP INC NEW COM COM 828806109 468126 2634807 SH SOLE 0 2634807 0 0 SKYWORKS SOLUTIONS INC COM COM 83088M102 41694 558445 SH SOLE 0 558445 0 0 SMUCKER J M CO COM NEW COM 832696405 23151 180786 SH SOLE 0 180786 0 0 SOUTHERN CO COM COM 842587107 98168 1995688 SH SOLE 0 1995688 0 0 SOUTHWEST AIRLS CO COM COM 844741108 5342 107181 SH SOLE 0 107181 0 0 SPROUTS FMRS MKT INC COM COM 85208M102 28082 1484227 SH SOLE 0 1484227 0 0 STAPLES INC COM COM 855030102 35280 3898318 SH SOLE 0 3898318 0 0 STARBUCKS CORP COM COM 855244109 32253 580919 SH SOLE 0 580919 0 0 STATE STR CORP COM COM 857477103 7145 91930 SH SOLE 0 91930 0 0 STERICYCLE INC COM COM 858912108 5589 72547 SH SOLE 0 72547 0 0 SUNSTONE HOTEL INVS INC NEW COM COM 867892101 73993 4852005 SH SOLE 0 4852005 0 0 SUNTRUST BKS INC COM COM 867914103 18776 342314 SH SOLE 0 342314 0 0 SYNOPSYS INC COM COM 871607107 42810 727319 SH SOLE 0 727319 0 0 SYSCO CORP COM COM 871829107 26095 471281 SH SOLE 0 471281 0 0 TJX COS INC NEW COM COM 872540109 34880 464268 SH SOLE 0 464268 0 0 TARGET CORP COM COM 87612E106 60523 837922 SH SOLE 0 837922 0 0 TEGNA INC COM COM 87901J105 3185 148918 SH SOLE 0 148918 0 0 TESORO CORP COM COM 881609101 6716 76795 SH SOLE 0 76795 0 0 TEVA PHARMACEUTICAL INDS LTD ADR ADR 881624209 50797 1401284 SH SOLE 0 1401284 0 0 TEXAS INSTRS INC COM COM 882508104 37035 507533 SH SOLE 0 507533 0 0 THERMO FISHER SCIENTIFIC INC COM COM 883556102 28541 202274 SH SOLE 0 202274 0 0 TIFFANY CO NEW COM COM 886547108 6176 79768 SH SOLE 0 79768 0 0 TRAVELERS COMPANIES INC COM COM 89417E109 24262 198184 SH SOLE 0 198184 0 0 TRIMBLE INC COM COM 896239100 35272 1169879 SH SOLE 0 1169879 0 0 TYSON FOODS INC CL A CLASS A 902494103 28160 456551 SH SOLE 0 456551 0 0 UDR INC COM COM 902653104 209105 5732033 SH SOLE 0 5732033 0 0 US BANCORP DEL COM NEW COM 902973304 113674 2212846 SH SOLE 0 2212846 0 0 UNION PAC CORP COM COM 907818108 38774 373974 SH SOLE 0 373974 0 0 UNITED CONTL HLDGS INC COM COM 910047109 4677 64169 SH SOLE 0 64169 0 0 UNITED RENTALS INC COM COM 911363109 52009 492601 SH SOLE 0 492601 0 0 UNITED TECHNOLOGIES CORP COM COM 913017109 57277 522506 SH SOLE 0 522506 0 0 UNITEDHEALTH GROUP INC COM COM 91324P102 193905 1211602 SH SOLE 0 1211602 0 0 UNUM GROUP COM COM 91529Y106 7185 163551 SH SOLE 0 163551 0 0 VALERO ENERGY CORP NEW COM COM 91913Y100 58844 861304 SH SOLE 0 861304 0 0 VARIAN MED SYS INC COM COM 92220P105 11446 127485 SH SOLE 0 127485 0 0 VENTAS INC COM COM 92276F100 162721 2602707 SH SOLE 0 2602707 0 0 VEREIT INC COM COM 92339V100 76540 9047225 SH SOLE 0 9047225 0 0 VERIZON COMMUNICATIONS INC COM COM 92343V104 362884 6798122 SH SOLE 0 6798122 0 0 VIACOM INC NEW CL B CLASS B 92553P201 34561 984635 SH SOLE 0 984635 0 0 VISA INC COM CL A CLASS A 92826C839 75360 965900 SH SOLE 0 965900 0 0 VORNADO RLTY TR SH BEN INT INT 929042109 224187 2148000 SH SOLE 0 2148000 0 0 WEC ENERGY GROUP INC COM COM 92939U106 16736 285356 SH SOLE 0 285356 0 0 WABTEC CORP COM COM 929740108 32057 386141 SH SOLE 0 386141 0 0 WALGREENS BOOTS ALLIANCE INC COM COM 931427108 28785 347817 SH SOLE 0 347817 0 0 WASTE MGMT INC DEL COM COM 94106L109 62614 883010 SH SOLE 0 883010 0 0 WATERS CORP COM COM 941848103 8865 65962 SH SOLE 0 65962 0 0 WELLS FARGO CO NEW COM COM 949746101 189094 3431210 SH SOLE 0 3431210 0 0 WELLTOWER INC COM COM 95040Q104 181695 2714707 SH SOLE 0 2714707 0 0 WESTERN DIGITAL CORP COM COM 958102105 10019 147451 SH SOLE 0 147451 0 0 WESTERN UN CO COM COM 959802109 40186 1850207 SH SOLE 0 1850207 0 0 WESTROCK CO COM COM 96145D105 8658 170539 SH SOLE 0 170539 0 0 WHIRLPOOL CORP COM COM 963320106 9432 51892 SH SOLE 0 51892 0 0 WHOLE FOODS MKT INC COM COM 966837106 29782 968216 SH SOLE 0 968216 0 0 WYNDHAM WORLDWIDE CORP COM COM 98310W108 38168 499780 SH SOLE 0 499780 0 0 XCEL ENERGY INC COM COM 98389B100 47134 1158086 SH SOLE 0 1158086 0 0 XILINX INC COM COM 983919101 37518 621460 SH SOLE 0 621460 0 0 XEROX CORP COM COM 984121103 5937 680072 SH SOLE 0 680072 0 0 XYLEM INC COM COM 98419M100 36354 734123 SH SOLE 0 734123 0 0