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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 39 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
761 IVZ INVESCO LTD Financial Services 25,087.0 $662K 0.00% -232K -90.2% $26.39 +20.9%
762 RELY REMITLY GLOBAL INC Technology 28,708.0 $643K 0.00% +4K +15.7% $22.41 +12.2%
763 TIGO MILLICOM INTL CELLULAR S A Communication Services 6,844.0 $621K 0.00% NEW $90.76 +0.0%
764 EPR EPR PPTYS Real Estate 10,652.0 $618K 0.00% +2K +20.4% $58.01 +4.4%
765 SIRIUSPOINT LTD 25,713.0 $617K 0.00% NEW $24.00
766 LYV LIVE NATION ENTERTAINMENT IN Communication Services 3,350.0 $613K 0.00% +2K +112.4% $183.11 -0.4%
767 PCOR PROCORE TECHNOLOGIES INC Technology 14,321.0 $582K 0.00% -25K -63.6% $40.62 +56.6%
768 CARS CARS COM INC Consumer Cyclical 52,494.0 $574K 0.00% $10.94 +12.6%
769 ITRI ITRON INC Technology 6,550.0 $567K 0.00% NEW $86.53 +14.9%
770 FANG DIAMONDBACK ENERGY INC Energy 3,177.0 $558K 0.00% +919.0 +40.7% $175.78 +19.5%
771 ROIV ROIVANT SCIENCES LTD Healthcare 15,698.0 $556K 0.00% NEW $35.39 +3.1%
772 OHI OMEGA HEALTHCARE INVS INC Real Estate 11,416.0 $544K 0.00% $47.68 -2.5%
773 CROX CROCS INC Consumer Cyclical 4,485.0 $541K 0.00% $120.64 +2.7%
774 FOX FOX CORP Communication Services 11,367.0 $532K 0.00% -9K -44.6% $46.84 +31.4%
775 MDU MDU RES GROUP INC Industrials 24,490.0 $519K 0.00% -512.0 -2.0% $21.21 -5.9%
776 KMT KENNAMETAL INC Industrials 14,471.0 $507K 0.00% NEW $35.05 -13.2%
777 MNDY MONDAY COM LTD Technology 6,998.0 $507K 0.00% -14K -67.2% $72.39 +27.3%
778 HELE HELEN OF TROY LTD Consumer Defensive 16,967.0 $493K 0.00% $29.07 -2.3%
779 PDM PIEDMONT REALTY TRUST INC Real Estate 53,826.0 $493K 0.00% -481K -89.9% $9.15 +5.9%
780 M MACYS INC Consumer Cyclical 20,587.0 $485K 0.00% $23.55 -2.3%
Page 39 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 38.6%
Financial Services 11.9%
Communication Services 10.4%
Healthcare 10.2%
Consumer Cyclical 8.9%
Industrials 7.1%
Consumer Defensive 4.3%
Basic Materials 2.7%
Energy 2.3%
Real Estate 1.8%