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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 9 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VTR VENTAS INC Real Estate 124,932.0 $11.1M 0.01% -54K -30.3% $88.80 +4.8%
162 GDDY GODADDY INC Technology 126,860.0 $10.8M 0.01% -78K -38.2% $84.88 +14.4%
163 WFC WELLS FARGO & CO Financial Services 128,946.0 $10.7M 0.01% -239K -65.0% $82.64 +1.5%
164 ELPC COMPANHIA PARANAENSE DE ENER Utilities 899,902.0 $10.5M 0.01% -132K -12.8% $11.65 -5.5%
165 RGA REINSURANCE GROUP AMER INC Financial Services 47,779.0 $10.2M 0.01% -635.0 -1.3% $212.65 +14.3%
166 DVA DAVITA INC Healthcare 45,324.0 $10.1M 0.01% -2K -4.1% $222.48 -21.9%
167 CASY CASEYS GEN STORES INC Consumer Cyclical 12,639.0 $10.0M 0.01% -3K -17.7% $794.79 +5.2%
168 MTD METTLER TOLEDO INTERNATIONAL Healthcare 7,785.0 $9.9M 0.01% -86.0 -1.1% $1277.51 +9.2%
169 SNX TD SYNNEX CORPORATION Technology 36,950.0 $9.9M 0.01% -5K -11.0% $267.34 -6.4%
170 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 121,619.0 $9.9M 0.01% -302K -71.3% $81.16 -10.5%
171 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 90,132.0 $9.8M 0.01% -14K -13.7% $108.35 -2.3%
172 CRTO CRITEO S A Communication Services 528,874.0 $9.7M 0.01% -57K -9.7% $18.28 -4.6%
173 VST VISTRA CORP Utilities 60,248.0 $9.6M 0.01% -51K -45.7% $158.63 -14.1%
174 WST WEST PHARMACEUTICAL SVSC INC Healthcare 24,952.0 $9.0M 0.01% -5K -17.1% $359.00 -1.6%
175 HCA HCA HEALTHCARE INC Healthcare 21,413.0 $8.3M 0.01% -4K -15.4% $389.89 +10.1%
176 SNA SNAP ON INC Industrials 20,618.0 $8.3M 0.01% -751.0 -3.5% $402.40 -2.2%
177 Z ZILLOW GROUP INC Communication Services 258,635.0 $8.2M 0.01% -239K -48.1% $31.52 +13.8%
178 TROW PRICE T ROWE GROUP INC Financial Services 69,832.0 $7.9M 0.01% -7K -8.6% $113.69 -1.9%
179 ETN EATON CORP PLC Industrials 18,529.0 $7.9M 0.01% -67K -78.4% $426.12 -1.6%
180 MMM 3M CO Industrials 48,076.0 $7.8M 0.01% -195K -80.2% $161.91 +10.5%
Page 9 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%