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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 17 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 PDM PIEDMONT REALTY TRUST INC Real Estate 53,826.0 $493K 0.00% -481K -89.9% $9.15 +5.5%
322 PTCT PTC THERAPEUTICS INC Healthcare 5,938.0 $484K 0.00% -314.0 -5.0% $81.57 -14.4%
323 NTNX NUTANIX INC Technology 9,305.0 $474K 0.00% -8K -47.5% $50.96 +32.7%
324 UNFI UNITED NAT FOODS INC Consumer Defensive 9,825.0 $449K 0.00% -451.0 -4.4% $45.67 +5.2%
325 IONS IONIS PHARMACEUTICALS INC Healthcare 5,578.0 $442K 0.00% -82.0 -1.4% $79.29 -24.7%
326 MANH MANHATTAN ASSOCIATES INC Technology 2,963.0 $413K 0.00% -749.0 -20.2% $139.25 +54.1%
327 AMCOR PLC 9,436.0 $409K 0.00% -116K -92.5% $43.35
328 AOS SMITH A O CORP Industrials 6,421.0 $403K -6K -48.2% $62.72 +0.6%
329 NRG NRG ENERGY INC Utilities 2,708.0 $396K -485K -99.4% $146.06 -22.6%
330 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 5,887.0 $377K -9K -61.3% $64.01 +16.9%
331 ERIE ERIE INDTY CO Financial Services 1,531.0 $367K -4K -71.2% $239.75 +10.5%
332 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 18,992.0 $327K -235K -92.5% $17.20 -6.0%
333 HSTM HEALTHSTREAM INC Healthcare 10,289.0 $280K -303K -96.7% $27.25 +5.9%
334 CORPAY INC 789.0 $263K -103.0 -11.6% $333.27
335 SITE CTRS CORP 65,900.0 $262K -200K -75.2% $3.97
336 SOFI SOFI TECHNOLOGIES INC Financial Services 14,288.0 $256K -2K -10.5% $17.93 +5.5%
337 VIRT VIRTU FINL INC Financial Services 4,257.0 $254K -119K -96.5% $59.57 +14.0%
338 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 961.0 $251K -677.0 -41.3% $261.37 +30.8%
339 GSL GLOBAL SHIP LEASE INC Industrials 6,512.0 $245K -5K -44.4% $37.60 +16.6%
340 DCI DONALDSON INC Industrials 2,601.0 $233K -397K -99.3% $89.77 +3.9%
Page 17 of 18  ·  344 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%