PGGM Investments

CIK

1472190

City

ZEIST

State / Country

P7

Stock

WMS — Advanced Drainage Systems, Inc.

Top Portfolio Positions

67 positions · $5,736,017,952 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
WELL	Welltower Inc. Real Estate	1,751,383	$346,265,932	6.04%
PLD	Prologis, Inc. Real Estate	2,282,385	$301,685,649	5.26%
EQIX	Equinix Inc Real Estate	305,073	$299,044,757	5.21%
ALB	Albemarle Corp Basic Materials	909,193	$163,227,419	2.85%
EXR	Extra Space Storage Inc. Real Estate	1,197,251	$156,995,523	2.74%
GOOGL	Alphabet Inc. Communication Services	543,993	$156,430,627	2.73%
MSFT	Microsoft Corp Technology	421,020	$155,848,973	2.72%
TMO	Thermo Fisher Scientific Inc. Healthcare	309,197	$151,979,601	2.65%
LIN	Linde PLC Basic Materials	304,112	$150,766,565	2.63%
IRM	Iron Mountain Inc Real Estate	1,369,998	$139,931,595	2.44%

Portfolio Trend

24 quarters · across all stocks

Holdings in WMS

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,094,604	190,291	-44.0%	Shares	Sole	2026-05-15
2025-12-31	$49,222,937	339,867	-12.5%	Shares	Sole	2026-02-09
2025-09-30	$53,882,730	388,484	0.0%	Shares	Sole	2025-10-28
2025-06-30	$44,621,272	388,484	+88.8%	Shares	Sole	2025-07-18
2025-03-31	$22,362,234	205,819	+37.0%	Shares	Sole	2025-05-12
2024-12-31	$17,370,171	150,261	+84.2%	Shares	Sole	2025-02-10
2024-09-30	$12,822,684	81,590	0.0%	Shares	Sole	2024-11-13
2024-06-30	$13,086,220	81,590	-7.7%	Shares	Sole	2024-07-16
2024-03-31	$15,220,676	88,369	-38.0%	Shares	Sole	2024-05-24
2023-12-31	$20,033,886	142,448	0.0%	Shares	Sole	2024-02-05
2023-09-30	$16,214,855	142,448	-25.8%	Shares	Sole	2023-11-08
2023-06-30	$21,848,490	192,024	+27.8%	Shares	Sole	2023-08-07
2023-03-31	$12,650,531	150,226	+20.9%	Shares	Sole	2023-05-11
2022-12-31	$10,182,805	124,226	—	Shares	Sole	2023-02-13
No 13F history on record for this holder in this stock.