PGGM Investments Buys Americold Realty Trust, Equinix Inc, Kimco Realty Corp, Sells Prologis Inc, Welltower Inc, CubeSmart

• New Purchases: COLD, ADI, STX, NXPI, NEE, GXO, OGN, PKI, ENPH, MPWR, MRNA, MNDY,
• Added Positions: EQIX, KIM, AAPL, PSA, MSFT, FB, AMD, IT, INTC, LH, SBAC, WM, ABBV, FMC, MMC, MCO, QCOM, COF, POOL, AGNC, BDX, CCI, SBUX, UDR, FTNT, INCY, RSG, YUM, AXP, AMGN, KO, FAST, ORLY, PFE, MMM, CB, NLY, DRE, ELS, GPC, GOOGL, ITW, LRCX, NEM, WPC, L, AVGO, SC, OTIS, ADBE, BRK.B, CHKP, COO, LHX, LKQ, DGX, O, SWK, TSN, VTR, WRB, WST, WY, LULU, CBOE, VER, XYL, ALLE, VNT, AFL, AMT, APH, ACGL, AIZ, CERN, CINF, DD, EW, HRB, HAS, IEX, ITRI, JKHY, MKC, PRU, SSNC, EPAM, IQV, QRVO, CARR, AKAM, Y, AME, CNA, CTAS, DOV, ESS, GRMN, JCI, MKL, MTD, NWL, PII, PFG, LSI, STLD, NLOK, WAT, ANTM, PNR, CDW, ALLY, KHC, AAP, BXP, CMA, XRAY, FICO, FNF, GILD, IBM, IDXX, IP, IRM, K, MHK, PH, RMD, ROL, TRMB, UHS, DFS, MSCI, HPE,
• Reduced Positions: PLD, WELL, CUBE, ARE, FRT, INVH, AVB, AMH, PEAK, VICI, SPG, REXR, EXR, PK, NNN, REG, SUI, HPP, DLR, SLG, EPRT, TRNO, HD, HTA, CONE, PG, UNH, HUM, KMB, STOR, CL, LOW, CDNS, CMCSA, NKE, ORCL, TMO, VZ, EQR, BAC, CAT, DHR, TGT, AWK, CTXS, EXC, EXPD, PCAR, DG, CHTR, AON, BLL, PEP, XPO, JAZZ, ETN, MDLZ, MRK, PPG, BBY, DHI, MNST, HPQ, JPM, NUE, PHM, SNPS, DELL, AYI, AMP, AMAT, CHRW, CI, CMI, ICE, JBHT, KLAC, KSU, LBTYA, PEG, SIRI, STE, V, HCA, ABMD, ALGN, BMY, CBRE, CTSH, FDX, GS, JNPR, LEN, NDAQ, TROW, TSCO, NWSA, ALV, CHD, CSCO, C, COST, DE, LLY, EMR, FFIV, GIS, JEF, MCD, NI, OMC, PGR, UPS, XLNX, TEL, SYF, FOXA, ABT, A, BAX, CSX, CAH, CE, ED, DVA, FITB, GNTX, HSIC, KEY, MCK, NTAP, PNC, RHI, SYK, TER, CMG, MA, LDOS, VEON, YUMC, CTVA, ABC, ADSK, EMN, HOLX, IPG, MDT, MET, NSC, PPL, USB, URI, WHR, VRSK, FRC, FLT,
• Sold Out: QTS, T, MXIM, BK, EBAY, SEE, ES, BWA, KMI, STT, CMCT, GLW, CVS, EA, WMB, DLTR, DRI, ATUS, LEA, W, TFC, DOW, INTU, EIX, RF, 4LRA, CMS, MAR, F, PRGO, D, HLT, CAG, CLX, CFG, CNP, FTV, TTWO, DTM, VRTX, MTN, VFC, ZBH, ZION, MPC, APTV, PSX, NOW, ARMK, ANET, BKR, RPRX, GPN, AIG, ADM, BLK, BSX, CPB, CNC, FIS, LNG, CVX, BAP, EL, FISV, TJX, HAL, HBAN, MTCH, KR, LNC, MTB, NTRS, OKE, ROST, SIVB, SO, LUV,

For the details of PGGM Investments's stock buys and sells, go to https://www.gurufocus.com/guru/pggm+investments/current-portfolio/portfolio

1. Apple Inc (AAPL) - 4,676,873 shares, 3.41% of the total portfolio. Shares added by 12.03%
2. Microsoft Corp (MSFT) - 2,206,086 shares, 3.21% of the total portfolio. Shares added by 9.00%
3. Alexandria Real Estate Equities Inc (ARE) - 2,478,028 shares, 2.44% of the total portfolio. Shares reduced by 33.67%
4. Invitation Homes Inc (INVH) - 11,674,143 shares, 2.31% of the total portfolio. Shares reduced by 32.69%
5. AvalonBay Communities Inc (AVB) - 1,986,185 shares, 2.27% of the total portfolio. Shares reduced by 32.45%

PGGM Investments initiated holding in Americold Realty Trust. The purchase prices were between $29.05 and $40.38, with an estimated average price of $36.68. The stock is now traded at around $29.970000. The impact to a portfolio due to this purchase was 1.33%. The holding were 8,880,856 shares as of 2021-09-30.

PGGM Investments initiated holding in Analog Devices Inc. The purchase prices were between $158.98 and $178.53, with an estimated average price of $167.71. The stock is now traded at around $178.420000. The impact to a portfolio due to this purchase was 0.16%. The holding were 183,063 shares as of 2021-09-30.

PGGM Investments initiated holding in Seagate Technology Holdings PLC. The purchase prices were between $81.57 and $94.13, with an estimated average price of $87.06. The stock is now traded at around $87.230000. The impact to a portfolio due to this purchase was 0.09%. The holding were 204,890 shares as of 2021-09-30.

PGGM Investments initiated holding in NXP Semiconductors NV. The purchase prices were between $188.62 and $227.64, with an estimated average price of $207.68. The stock is now traded at around $199.930000. The impact to a portfolio due to this purchase was 0.09%. The holding were 85,155 shares as of 2021-09-30.

PGGM Investments initiated holding in NextEra Energy Inc. The purchase prices were between $74.19 and $86.48, with an estimated average price of $80.63. The stock is now traded at around $84.420000. The impact to a portfolio due to this purchase was 0.06%. The holding were 148,000 shares as of 2021-09-30.

PGGM Investments initiated holding in GXO Logistics Inc. The purchase prices were between $54.5 and $87.04, with an estimated average price of $75.92. The stock is now traded at around $85.720000. The impact to a portfolio due to this purchase was 0.05%. The holding were 117,437 shares as of 2021-09-30.

PGGM Investments added to a holding in Equinix Inc by 117.34%. The purchase prices were between $786.38 and $882.83, with an estimated average price of $831.05. The stock is now traded at around $821.020000. The impact to a portfolio due to this purchase was 0.98%. The holding were 443,852 shares as of 2021-09-30.

PGGM Investments added to a holding in Kimco Realty Corp by 449.95%. The purchase prices were between $19.57 and $22.3, with an estimated average price of $21.38. The stock is now traded at around $22.960000. The impact to a portfolio due to this purchase was 0.63%. The holding were 7,146,374 shares as of 2021-09-30.

PGGM Investments added to a holding in Public Storage by 144.22%. The purchase prices were between $296.74 and $331.04, with an estimated average price of $313.87. The stock is now traded at around $326.330000. The impact to a portfolio due to this purchase was 0.36%. The holding were 396,032 shares as of 2021-09-30.

PGGM Investments added to a holding in Facebook Inc by 44.08%. The purchase prices were between $336.95 and $382.18, with an estimated average price of $360.33. The stock is now traded at around $324.610000. The impact to a portfolio due to this purchase was 0.23%. The holding were 425,872 shares as of 2021-09-30.

PGGM Investments added to a holding in Advanced Micro Devices Inc by 2308.87%. The purchase prices were between $85.89 and $118.77, with an estimated average price of $102.22. The stock is now traded at around $119.820000. The impact to a portfolio due to this purchase was 0.21%. The holding were 406,762 shares as of 2021-09-30.

PGGM Investments added to a holding in Gartner Inc by 583.58%. The purchase prices were between $248.43 and $324.69, with an estimated average price of $289.74. The stock is now traded at around $324.510000. The impact to a portfolio due to this purchase was 0.14%. The holding were 101,142 shares as of 2021-09-30.

PGGM Investments sold out a holding in . The sale prices were between $77.23 and $77.95, with an estimated average price of $77.64.

PGGM Investments sold out a holding in AT&T Inc. The sale prices were between $26.96 and $29.23, with an estimated average price of $27.83.

PGGM Investments sold out a holding in . The sale prices were between $96.12 and $106.63, with an estimated average price of $100.35.

PGGM Investments sold out a holding in Bank of New York Mellon Corp. The sale prices were between $47.58 and $56.41, with an estimated average price of $52.

PGGM Investments sold out a holding in Sealed Air Corp. The sale prices were between $54.49 and $61.72, with an estimated average price of $58.17.

PGGM Investments sold out a holding in eBay Inc. The sale prices were between $65.35 and $77.55, with an estimated average price of $71.72.

PGGM Investments reduced to a holding in Prologis Inc by 61.41%. The sale prices were between $119.98 and $138.99, with an estimated average price of $129.79. The stock is now traded at around $144.000000. The impact to a portfolio due to this sale was -2.68%. PGGM Investments still held 3,311,714 shares as of 2021-09-30.

PGGM Investments reduced to a holding in Welltower Inc by 40.67%. The sale prices were between $82.4 and $89.68, with an estimated average price of $85.93. The stock is now traded at around $81.040000. The impact to a portfolio due to this sale was -1.17%. PGGM Investments still held 4,820,462 shares as of 2021-09-30.

PGGM Investments reduced to a holding in CubeSmart by 43.04%. The sale prices were between $46.3 and $54.93, with an estimated average price of $50.48. The stock is now traded at around $53.150000. The impact to a portfolio due to this sale was -1.02%. PGGM Investments still held 6,875,612 shares as of 2021-09-30.