PGGM Investments Buys Invitation Homes Inc, Equinix Inc, Sun Communities Inc, Sells Essex Property Trust Inc, Johnson & Johnson, Apple Inc

Zeist, P7, based Investment company PGGM Investments (Current Portfolio) buys Invitation Homes Inc, Equinix Inc, Sun Communities Inc, McDonald's Corp, STORE Capital Corp, sells Essex Property Trust Inc, Johnson & Johnson, Apple Inc, Equity Residential, Facebook Inc during the 3-months ended 2021Q2, according to the most recent filings of the investment company, PGGM Investments. As of 2021Q2, PGGM Investments owns 433 stocks with a total value of $23.6 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of PGGM Investments
  1. Prologis Inc (PLD) - 8,582,878 shares, 4.36% of the total portfolio. Shares reduced by 3.62%
  2. Alexandria Real Estate Equities Inc (ARE) - 3,735,873 shares, 2.89% of the total portfolio. Shares reduced by 3.15%
  3. Welltower Inc (WELL) - 8,125,123 shares, 2.87% of the total portfolio. Shares reduced by 4.12%
  4. Invitation Homes Inc (INVH) - 17,344,199 shares, 2.75% of the total portfolio. Shares added by 74.87%
  5. AvalonBay Communities Inc (AVB) - 2,940,415 shares, 2.61% of the total portfolio. Shares reduced by 3.35%
New Purchase: Equinix Inc (EQIX)

PGGM Investments initiated holding in Equinix Inc. The purchase prices were between $678 and $823.99, with an estimated average price of $740.74. The stock is now traded at around $825.350000. The impact to a portfolio due to this purchase was 0.7%. The holding were 204,224 shares as of 2021-06-30.

New Purchase: Kimco Realty Corp (KIM)

PGGM Investments initiated holding in Kimco Realty Corp. The purchase prices were between $18.75 and $22.24, with an estimated average price of $20.69. The stock is now traded at around $20.670000. The impact to a portfolio due to this purchase was 0.12%. The holding were 1,299,468 shares as of 2021-06-30.

New Purchase: Annaly Capital Management Inc (NLY)

PGGM Investments initiated holding in Annaly Capital Management Inc. The purchase prices were between $8.6 and $9.54, with an estimated average price of $9.07. The stock is now traded at around $8.460000. The impact to a portfolio due to this purchase was 0.08%. The holding were 2,081,899 shares as of 2021-06-30.

New Purchase: Realty Income Corp (O)

PGGM Investments initiated holding in Realty Income Corp. The purchase prices were between $63.5 and $71.08, with an estimated average price of $67.71. The stock is now traded at around $69.980000. The impact to a portfolio due to this purchase was 0.05%. The holding were 184,107 shares as of 2021-06-30.

New Purchase: Yum China Holdings Inc (YUMC)

PGGM Investments initiated holding in Yum China Holdings Inc. The purchase prices were between $58.47 and $69.4, with an estimated average price of $63.7. The stock is now traded at around $65.928000. The impact to a portfolio due to this purchase was 0.04%. The holding were 143,628 shares as of 2021-06-30.

New Purchase: SolarEdge Technologies Inc (SEDG)

PGGM Investments initiated holding in SolarEdge Technologies Inc. The purchase prices were between $204.01 and $290.14, with an estimated average price of $252.98. The stock is now traded at around $259.655000. The impact to a portfolio due to this purchase was 0.04%. The holding were 31,471 shares as of 2021-06-30.

Added: Invitation Homes Inc (INVH)

PGGM Investments added to a holding in Invitation Homes Inc by 74.87%. The purchase prices were between $31.99 and $37.95, with an estimated average price of $35.27. The stock is now traded at around $39.960000. The impact to a portfolio due to this purchase was 1.18%. The holding were 17,344,199 shares as of 2021-06-30.

Added: Sun Communities Inc (SUI)

PGGM Investments added to a holding in Sun Communities Inc by 74.15%. The purchase prices were between $150.04 and $177.6, with an estimated average price of $165.37. The stock is now traded at around $187.790000. The impact to a portfolio due to this purchase was 0.65%. The holding were 2,090,038 shares as of 2021-06-30.

Added: McDonald's Corp (MCD)

PGGM Investments added to a holding in McDonald's Corp by 114.46%. The purchase prices were between $224.14 and $237.11, with an estimated average price of $232.48. The stock is now traded at around $238.390000. The impact to a portfolio due to this purchase was 0.27%. The holding were 511,520 shares as of 2021-06-30.

Added: STORE Capital Corp (STOR)

PGGM Investments added to a holding in STORE Capital Corp by 119.38%. The purchase prices were between $32.63 and $36.53, with an estimated average price of $34.77. The stock is now traded at around $36.260000. The impact to a portfolio due to this purchase was 0.21%. The holding were 2,675,133 shares as of 2021-06-30.

Added: Starbucks Corp (SBUX)

PGGM Investments added to a holding in Starbucks Corp by 427.16%. The purchase prices were between $109.27 and $118.34, with an estimated average price of $112.95. The stock is now traded at around $121.760000. The impact to a portfolio due to this purchase was 0.14%. The holding were 357,075 shares as of 2021-06-30.

Added: Yum Brands Inc (YUM)

PGGM Investments added to a holding in Yum Brands Inc by 85.99%. The purchase prices were between $108.18 and $121.92, with an estimated average price of $117.66. The stock is now traded at around $119.020000. The impact to a portfolio due to this purchase was 0.14%. The holding were 643,620 shares as of 2021-06-30.

Sold Out: Johnson & Johnson (JNJ)

PGGM Investments sold out a holding in Johnson & Johnson. The sale prices were between $159.48 and $171.07, with an estimated average price of $165.55.

Sold Out: American Campus Communities Inc (ACC)

PGGM Investments sold out a holding in American Campus Communities Inc. The sale prices were between $43.17 and $48.87, with an estimated average price of $46.25.

Sold Out: Tesla Inc (TSLA)

PGGM Investments sold out a holding in Tesla Inc. The sale prices were between $563.46 and $762.32, with an estimated average price of $651.28.

Sold Out: Seagate Technology Holdings PLC (STX)

PGGM Investments sold out a holding in Seagate Technology Holdings PLC. The sale prices were between $76.75 and $104.23, with an estimated average price of $89.82.

Sold Out: NVIDIA Corp (NVDA)

PGGM Investments sold out a holding in NVIDIA Corp. The sale prices were between $133.48 and $200.27, with an estimated average price of $159.58.

Sold Out: NextEra Energy Inc (NEE)

PGGM Investments sold out a holding in NextEra Energy Inc. The sale prices were between $71.54 and $80.94, with an estimated average price of $75.04.

Reduced: Essex Property Trust Inc (ESS)

PGGM Investments reduced to a holding in Essex Property Trust Inc by 92.68%. The sale prices were between $271.84 and $315.4, with an estimated average price of $294.31. The stock is now traded at around $329.970000. The impact to a portfolio due to this sale was -0.82%. PGGM Investments still held 55,452 shares as of 2021-06-30.

Reduced: Apple Inc (AAPL)

PGGM Investments reduced to a holding in Apple Inc by 23.73%. The sale prices were between $122.15 and $136.96, with an estimated average price of $129.28. The stock is now traded at around $147.400000. The impact to a portfolio due to this sale was -0.69%. PGGM Investments still held 4,174,713 shares as of 2021-06-30.

Reduced: Equity Residential (EQR)

PGGM Investments reduced to a holding in Equity Residential by 59.96%. The sale prices were between $71.39 and $80.91, with an estimated average price of $75.52. The stock is now traded at around $84.440000. The impact to a portfolio due to this sale was -0.63%. PGGM Investments still held 1,353,960 shares as of 2021-06-30.

Reduced: Facebook Inc (FB)

PGGM Investments reduced to a holding in Facebook Inc by 53.53%. The sale prices were between $294.53 and $355.64, with an estimated average price of $320.19. The stock is now traded at around $348.710000. The impact to a portfolio due to this sale was -0.43%. PGGM Investments still held 295,585 shares as of 2021-06-30.



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