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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 23 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 HRB BLOCK H & R INC Consumer Cyclical 282,804.0 $10.8M 0.01% +28K +11.0% $38.08 +41.0%
442 GDDY GODADDY INC Technology 126,860.0 $10.8M 0.01% -78K -38.2% $84.88 +14.4%
443 CUBE CUBESMART Real Estate 270,500.0 $10.8M 0.01% +38K +16.3% $39.77 +2.8%
444 WFC WELLS FARGO & CO Financial Services 128,946.0 $10.7M 0.01% -239K -65.0% $82.64 +1.5%
445 CFG CITIZENS FINL GROUP INC Financial Services 150,567.0 $10.6M 0.01% +28K +22.5% $70.07 -0.3%
446 ELPC COMPANHIA PARANAENSE DE ENER Utilities 899,902.0 $10.5M 0.01% -132K -12.8% $11.65 -5.5%
447 CMRE COSTAMARE INC Industrials 734,630.0 $10.3M 0.01% $14.02 +11.4%
448 KRG KITE REALTY GROUP TRUST Real Estate 360,000.0 $10.2M 0.01% +55K +18.0% $28.38 -7.9%
449 RGA REINSURANCE GROUP AMER INC Financial Services 47,779.0 $10.2M 0.01% -635.0 -1.3% $212.65 +14.3%
450 DVA DAVITA INC Healthcare 45,324.0 $10.1M 0.01% -2K -4.1% $222.48 -21.9%
451 CASY CASEYS GEN STORES INC Consumer Cyclical 12,639.0 $10.0M 0.01% -3K -17.7% $794.79 +5.2%
452 MTD METTLER TOLEDO INTERNATIONAL Healthcare 7,785.0 $9.9M 0.01% -86.0 -1.1% $1277.51 +9.2%
453 SNX TD SYNNEX CORPORATION Technology 36,950.0 $9.9M 0.01% -5K -11.0% $267.34 -6.4%
454 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 121,619.0 $9.9M 0.01% -302K -71.3% $81.16 -10.5%
455 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 90,132.0 $9.8M 0.01% -14K -13.7% $108.35 -2.3%
456 CRTO CRITEO S A Communication Services 528,874.0 $9.7M 0.01% -57K -9.7% $18.28 -4.6%
457 VST VISTRA CORP Utilities 60,248.0 $9.6M 0.01% -51K -45.7% $158.63 -14.1%
458 FR FIRST INDL RLTY TR INC Real Estate 148,619.0 $9.1M 0.01% NEW $61.31 +2.6%
459 WST WEST PHARMACEUTICAL SVSC INC Healthcare 24,952.0 $9.0M 0.01% -5K -17.1% $359.00 -1.6%
460 JLL JONES LANG LASALLE INC Real Estate 28,825.0 $8.9M 0.01% +18K +178.7% $309.95 +25.0%
Page 23 of 42  ·  837 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%