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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM 842 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 381 Added 317 Reduced 49 Exited
Page 8 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 193,618.0 $12.1M 0.02% -2K -1.2% $62.42 -1.5%
142 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 88,017.0 $11.6M 0.02% -25K -22.3% $131.74 +23.8%
143 DE DEERE & CO Industrials 20,506.0 $11.6M 0.02% -4K -17.2% $563.30 +1.8%
144 TSN TYSON FOODS INC Consumer Defensive 178,350.0 $11.4M 0.02% -6K -3.5% $64.07 -11.1%
145 UHS UNIVERSAL HLTH SVCS INC Healthcare 63,580.0 $11.4M 0.02% -19K -22.9% $178.97 -20.2%
146 ESS ESSEX PPTY TR INC Real Estate 46,834.0 $11.3M 0.02% -4K -7.0% $242.00 +16.5%
147 MTCH MATCH GROUP INC NEW Communication Services 354,793.0 $10.9M 0.02% -271K -43.3% $30.71 +11.3%
148 PM PHILIP MORRIS INTL INC Consumer Defensive 62,222.0 $10.3M 0.01% -276K -81.6% $165.34 +6.5%
149 PHM PULTE GROUP INC Consumer Cyclical 86,648.0 $10.2M 0.01% -2K -2.6% $117.61 +0.1%
150 MTD METTLER TOLEDO INTERNATIONAL Healthcare 7,871.0 $9.9M 0.01% -58K -88.0% $1261.20 -9.7%
151 APP APPLOVIN CORP Technology 24,182.0 $9.6M 0.01% -1K -5.7% $398.00 +41.6%
152 ORI OLD REP INTL CORP Financial Services 237,561.0 $9.5M 0.01% -6K -2.5% $39.90 -5.9%
153 TMUS T-MOBILE US INC Communication Services 44,387.0 $9.3M 0.01% -23K -34.4% $210.03 -15.0%
154 AVY AVERY DENNISON CORP Industrials 53,393.0 $9.2M 0.01% -3K -5.3% $172.68 -11.4%
155 DELL DELL TECHNOLOGIES INC Technology 56,018.0 $9.2M 0.01% -133K -70.3% $164.13 +144.2%
156 DDOG DATADOG INC Technology 77,227.0 $9.1M 0.01% -25K -24.6% $118.05 +96.3%
157 CRCL CIRCLE INTERNET GROUP INC Financial Services 92,500.0 $8.8M 0.01% -18K -15.9% $95.41 -13.5%
158 SFM SPROUTS FMRS MKT INC Consumer Defensive 113,073.0 $8.7M 0.01% -145K -56.2% $77.13 +12.4%
159 TFC TRUIST FINL CORP Financial Services 188,496.0 $8.7M 0.01% -11K -5.7% $45.97 +6.2%
160 CUBE CUBESMART Real Estate 232,500.0 $8.5M 0.01% -20K -7.9% $36.65 +9.6%
Page 8 of 16  ·  317 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 33.7%
Financial Services 13.1%
Communication Services 11.1%
Healthcare 10.7%
Consumer Cyclical 9.6%
Industrials 6.8%
Consumer Defensive 4.7%
Basic Materials 3.5%
Energy 3.3%
Real Estate 1.8%