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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 18 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 EPR EPR PPTYS Real Estate 10,652.0 $618K 0.00% +2K +20.4% $58.01 +4.0%
342 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,350.0 $613K 0.00% +2K +112.4% $183.11 -0.7%
343 FANG DIAMONDBACK ENERGY INC Energy 3,177.0 $558K 0.00% +919.0 +40.7% $175.78 +19.9%
344 HRL HORMEL FOODS CORP Consumer Defensive 15,814.0 $393K +2K +11.2% $24.82 -3.7%
345 UGP ULTRAPAR PARTICIPACOES SA Energy 68,805.0 $345K +50K +257.7% $5.02 +34.3%
Page 18 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%