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A Giant Fund Bought More Apple, AMD, and Equinix Stock. Here’s What It Sold.


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A giant pension made major changes in its U.S.-listed stock investments.

PGGM of Zeist, Netherlands, bought more Apple (ticker: AAPL) stock, and materially added to investments in Advanced Micro Devices (AMD) and Equinix (EQIX) in the third quarter. The pension also slashed a third of its stake in Simon Property Group (SPG) during the quarter. PGGM disclosed the stock trades, among others, in a form it filed with the Securities and Exchange Commission.

PGGM...