Pggm Investments Top Holdings and 13F Report (2025) About Pggm InvestmentsInvestment ActivityPggm Investments has $5.77 million in total holdings as of June 30, 2025.Pggm Investments owns shares of 68 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 22.53% of the portfolio was purchased this quarter.About 52.12% of the portfolio was sold this quarter.This quarter, Pggm Investments has purchased 347 new stocks and bought additional shares in 36 stocks.Pggm Investments sold shares of 17 stocks and completely divested from 284 stocks this quarter.Largest Holdings Welltower $409,243Equinix $295,940Extra Space Storage $203,843Prologis $201,367Microsoft $188,801 Largest New Holdings this Quarter 32054K103 - First Industrial Realty Trust $77,038 Holding127387108 - Cadence Design Systems $52,993 Holding579780206 - McCormick & Company, Incorporated $21,235 Holding21874C102 - Core & Main $18,014 Holding84863V101 - SPIRIT AVIATION HLDGS INC COM ADDED $18 Holding Largest Purchases this Quarter AvalonBay Communities 472,890 shares (about $96.23K)HDFC Bank 1,206,592 shares (about $92.51K)Thermo Fisher Scientific 202,045 shares (about $81.92K)First Industrial Realty Trust 1,600,623 shares (about $77.04K)LINDE PLC SHS 155,100 shares (about $72.77K) Largest Sales this Quarter NVIDIA 1,177,849 shares (about $186.09K)Apple 816,839 shares (about $167.59K)Alphabet 268,626 shares (about $47.34K)Rexford Industrial Realty 948,918 shares (about $33.75K)Host Hotels & Resorts 1,883,291 shares (about $28.93K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPggm Investments Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWELLWelltower$409,243$3,169 ▲0.8%2,662,0877.1%FinanceEQIXEquinix$295,9400.0%372,0325.1%FinanceEXRExtra Space Storage$203,8430.0%1,382,5493.5%FinancePLDPrologis$201,367$8,331 ▼-4.0%1,915,5923.5%FinanceMSFTMicrosoft$188,801$23,448 ▼-11.0%379,5693.3%Computer and TechnologyINVHInvitation Home$164,629$377 ▼-0.2%5,019,1812.9%FinanceIRMIron Mountain$160,603$3,300 ▼-2.0%1,565,7922.8%Business ServicesTMOThermo Fisher Scientific$158,908$81,921 ▲106.4%391,9202.8%MedicalUDRUnited Dominion Realty Trust$150,163$13,397 ▲9.8%3,677,7722.6%FinanceHDBHDFC Bank$145,669$92,509 ▲174.0%1,899,9542.5%FinanceLINDE PLC SHS$142,683$72,770 ▲104.1%304,1122.5%SHSPEAKHealthpeak Properties$129,1310.0%7,374,7282.2%FinanceSPGSimon Property Group$126,182$12,047 ▼-8.7%784,9082.2%FinanceFRTFederal Realty Investment Trust$118,295$22,672 ▲23.7%1,245,3422.1%FinanceELSEquity Lifestyle Properties$116,696$1,577 ▼-1.3%1,892,2662.0%FinanceABTAbbott Laboratories$114,829$25,108 ▲28.0%844,2722.0%MedicalNVDANVIDIA$114,737$186,088 ▼-61.9%726,2312.0%Computer and TechnologyILMNIllumina$109,665$58,675 ▲115.1%1,149,4081.9%MedicalMDTMedtronic$108,840$8,566 ▲8.5%1,248,5941.9%MedicalKRCKilroy Realty$106,374$8,050 ▲8.2%3,100,3931.8%FinanceAVBAvalonBay Communities$97,470$96,234 ▲7,782.9%478,9661.7%FinanceGOOGLAlphabet$92,457$47,340 ▼-33.9%524,6381.6%Computer and TechnologyCTVACorteva$91,183$37,056 ▲68.5%1,223,4441.6%Consumer StaplesNEENextEra Energy$90,337$64,145 ▲244.9%1,301,3061.6%UtilitiesEPRTEssential Properties Realty Trust$87,464$4,210 ▼-4.6%2,740,9681.5%FinanceREXRRexford Industrial Realty$83,727$33,753 ▼-28.7%2,353,8631.5%FinanceAREAlexandria Real Estate Equities$82,142$8,128 ▲11.0%1,130,9621.4%FinanceCOLDAmericold Realty Trust$81,695$16,035 ▼-16.4%4,912,5371.4%FinanceAVGOBroadcom$80,917$29,609 ▲57.7%293,5501.4%Computer and TechnologyBRXBrixmor Property Group$80,3840.0%3,086,9611.4%FinanceFRFirst Industrial Realty Trust$77,038$77,038 ▲New Holding1,600,6231.3%FinanceLLYEli Lilly and Company$75,434$62,389 ▲478.3%96,7691.3%MedicalRHPRyman Hospitality Properties$73,197$20,882 ▲39.9%741,8341.3%FinanceDLRDigital Realty Trust$70,4070.0%403,8741.2%FinanceADCAgree Realty$69,8630.0%956,2461.2%FinanceSNPSSynopsys$68,388$37,902 ▲124.3%133,3941.2%Computer and TechnologyROPRoper Technologies$68,302$22,927 ▲50.5%120,4961.2%Computer and TechnologyALBAlbemarle$67,052$31,835 ▲90.4%1,069,9241.2%Basic MaterialsVVisa$66,222$43,102 ▲186.4%186,5151.1%Business ServicesMACMacerich$65,090$8,935 ▲15.9%4,022,8581.1%FinanceTTTrane Technologies$57,351$27,680 ▲93.3%131,1141.0%ConstructionRUNSunrun$57,319$43,561 ▲316.6%7,007,2581.0%EnergyCPTCamden Property Trust$54,823$20,627 ▼-27.3%486,4971.0%FinanceCDNSCadence Design Systems$52,993$52,993 ▲New Holding171,9720.9%Computer and TechnologyITRIItron$47,724$2,814 ▲6.3%362,5580.8%Computer and TechnologyAAPLApple$47,120$167,590 ▼-78.1%229,6640.8%Computer and TechnologyWCNWaste Connections$45,028$35,710 ▲383.3%241,1550.8%Business ServicesWMSAdvanced Drainage Systems$44,621$20,981 ▲88.8%388,4840.8%ConstructionREGNRegeneron Pharmaceuticals$44,308$27,247 ▲159.7%84,3970.8%MedicalADMArcher Daniels Midland$43,820$21,328 ▲94.8%830,2380.8%Consumer StaplesARGXargenex$42,278$15,379 ▲57.2%76,6990.7%MedicalCUBECubeSmart$40,1140.0%943,8480.7%FinancePSAPublic Storage$38,074$6,830 ▼-15.2%129,7600.7%FinanceAGROAdecoagro$36,992$4,138 ▼-10.1%4,047,2870.6%Consumer StaplesIQVIQVIA$31,313$16,759 ▲115.2%198,6980.5%MedicalTTEKTetra Tech$29,909$12,277 ▲69.6%831,7330.5%IndustrialsBMRNBioMarin Pharmaceutical$28,474$9,257 ▲48.2%517,9910.5%MedicalISRGIntuitive Surgical$27,945$25,340 ▲972.9%51,4250.5%MedicalAPTIV PLC COM SHS$24,799$12,895 ▲108.3%363,5210.4%SHSFMCFMC$21,7870.0%521,8350.4%Consumer StaplesMKCMcCormick & Company, Incorporated$21,235$21,235 ▲New Holding280,0650.4%Consumer StaplesJCIJohnson Controls International$19,722$9,063 ▲85.0%186,7290.3%ConstructionHSTHost Hotels & Resorts$18,851$28,927 ▼-60.5%1,227,2880.3%FinanceCNMCore & Main$18,014$18,014 ▲New Holding298,5000.3%IndustrialsBSXBoston Scientific$15,806$4,820 ▼-23.4%147,1550.3%MedicalCTRECareTrust REIT$15,0850.0%492,9760.3%FinanceHAINThe Hain Celestial Group$6,3590.0%4,183,8540.1%Consumer StaplesSPIRIT AVIATION HLDGS INC COM ADDED$18$18 ▲New Holding3,5550.0%COMMETAMeta Platforms$0$108,402 ▼-100.0%00.0%Computer and TechnologyAMZNAmazon.com$0$101,086 ▼-100.0%00.0%Retail/WholesaleJPMJPMorgan Chase & Co.$0$67,597 ▼-100.0%00.0%FinanceMAMastercard$0$62,388 ▼-100.0%00.0%Business ServicesSUISun Communities$0$55,649 ▼-100.0%00.0%FinanceNFLXNetflix$0$44,411 ▼-100.0%00.0%Consumer DiscretionaryBKNGBooking$0$43,176 ▼-100.0%00.0%Retail/WholesaleAMHAmerican Homes 4 Rent$0$40,175 ▼-100.0%00.0%FinanceWMTWalmart$0$32,873 ▼-100.0%00.0%Retail/WholesaleREGRegency Centers$0$30,660 ▼-100.0%00.0%FinanceBACBank of America$0$28,676 ▼-100.0%00.0%FinanceBRK.BBerkshire Hathaway$0$28,160 ▼-100.0%00.0%FinanceCTASCintas$0$27,086 ▼-100.0%00.0%Business ServicesFICOFair Isaac$0$24,684 ▼-100.0%00.0%Computer and TechnologyITWIllinois Tool Works$0$24,394 ▼-100.0%00.0%IndustrialsTSLATesla$0$24,049 ▼-100.0%00.0%Auto/Tires/TrucksTJXTJX Companies$0$24,048 ▼-100.0%00.0%Retail/WholesaleAXPAmerican Express$0$23,561 ▼-100.0%00.0%FinanceCMCSAComcast$0$22,612 ▼-100.0%00.0%Consumer DiscretionaryGWWW.W. Grainger$0$21,774 ▼-100.0%00.0%IndustrialsGSThe Goldman Sachs Group$0$21,326 ▼-100.0%00.0%FinanceAFLAflac$0$21,140 ▼-100.0%00.0%FinanceMMCMarsh & McLennan Companies$0$20,283 ▼-100.0%00.0%FinancePGProcter & Gamble$0$18,698 ▼-100.0%00.0%Consumer StaplesCCitigroup$0$18,568 ▼-100.0%00.0%Financial ServicesQCOMQUALCOMM$0$18,504 ▼-100.0%00.0%Computer and TechnologyOTISOtis Worldwide$0$18,350 ▼-100.0%00.0%IndustrialsGDDYGoDaddy$0$18,347 ▼-100.0%00.0%Computer and TechnologyTAT&T$0$18,024 ▼-100.0%00.0%Computer and TechnologyCOSTCostco Wholesale$0$18,000 ▼-100.0%00.0%Retail/WholesaleVRSNVeriSign$0$17,438 ▼-100.0%00.0%Computer and TechnologyHDHome Depot$0$17,259 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. 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