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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $81.4B AUM 837 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 345 Added 344 Reduced 66 Exited
Page 14 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 DXCM DEXCOM INC Healthcare 131,331.0 $8.8M 0.01% +33K +32.9% $67.35 +37.1%
262 BLK BLACKROCK INC Financial Services 9,143.0 $8.8M 0.01% +834.0 +10.0% $961.56 +20.3%
263 AMH AMERICAN HOMES 4 RENT Real Estate 250,000.0 $8.4M 0.01% +37K +17.3% $33.52 +2.5%
264 CRCL CIRCLE INTERNET GROUP INC Financial Services 131,073.0 $8.2M 0.01% +39K +41.7% $62.63 +40.5%
265 DOV DOVER CORP Industrials 35,510.0 $8.0M 0.01% +21K +137.3% $224.28 -10.0%
266 OMC OMNICOM GROUP INC Communication Services 108,988.0 $7.9M 0.01% +4K +3.8% $72.83 +20.2%
267 MSGE SPHERE ENTERTAINMENT CO Communication Services 45,297.0 $7.8M 0.01% +29K +175.3% $173.03 -53.8%
268 BXP BXP INC Real Estate 110,039.0 $7.3M 0.01% +12K +12.2% $66.31 +2.1%
269 MET METLIFE INC Financial Services 84,864.0 $7.2M 0.01% +39K +84.3% $84.61 +11.5%
270 CHTR CHARTER COMMUNICATIONS INC Communication Services 49,559.0 $7.0M 0.01% +625.0 +1.3% $142.21 +5.6%
271 CDE COEUR MNG INC Basic Materials 429,881.0 $7.0M 0.01% +361K +521.0% $16.32 +28.5%
272 BDX BECTON DICKINSON & CO Healthcare 42,908.0 $6.5M 0.01% +27K +177.0% $151.33 +26.9%
273 ROP ROPER TECHNOLOGIES INC Industrials 18,427.0 $6.2M 0.01% +4K +30.8% $338.39 +21.7%
274 BR BROADRIDGE FINL SOLUTIONS IN Technology 45,285.0 $6.2M 0.01% +21K +83.0% $136.95 +33.0%
275 SONO SONOS INC Technology 450,055.0 $6.1M 0.01% +59K +15.2% $13.53 +17.0%
276 FAST FASTENAL CO Industrials 125,013.0 $6.0M 0.01% +4K +3.2% $48.03 +6.7%
277 BEKE KE HLDGS INC Real Estate 403,044.0 $5.9M 0.01% +37K +10.1% $14.53 +22.2%
278 SUI SUN CMNTYS INC Real Estate 48,116.0 $5.8M 0.01% +42K +689.6% $119.91 +1.5%
279 KRC KILROY REALTY CORP Real Estate 153,195.0 $5.7M 0.01% +10K +7.0% $37.47 -2.4%
280 ESTC ELASTIC N V Technology 91,980.0 $5.2M 0.01% +8K +9.3% $57.02 +50.7%
Page 14 of 18  ·  345 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.2%
Financial Services 12.1%
Healthcare 10.4%
Communication Services 9.1%
Consumer Cyclical 9.1%
Industrials 7.2%
Consumer Defensive 4.4%
Basic Materials 2.8%
Energy 2.4%
Real Estate 1.8%