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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  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,825.0 $232K -2.0M -99.8% $60.67 +27.0%
342 TDOC TELADOC HEALTH INC Healthcare 27,144.0 $230K -137K -83.4% $8.48 -24.6%
343 REX REX AMERICAN RES CORP Basic Materials 4,661.0 $210K -5K -53.9% $45.15 -1.1%
344 RMR RMR GROUP INC Real Estate 9,939.0 $204K -3K -21.4% $20.53 -2.6%
Page 18 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%