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Pggm Investments Top Holdings and 13F Report (2025)

About Pggm Investments

Investment Activity

  • Pggm Investments has $7.42 million in total holdings as of March 31, 2025.
  • Pggm Investments owns shares of 347 different stocks, but just 85 companies or ETFs make up 80% of its holdings.
  • Approximately 10.37% of the portfolio was purchased this quarter.
  • About 9.38% of the portfolio was sold this quarter.
  • This quarter, Pggm Investments has purchased 345 new stocks and bought additional shares in 95 stocks.
  • Pggm Investments sold shares of 83 stocks and completely divested from 16 stocks this quarter.

Largest Holdings

Welltower
$404,700
Equinix
$303,336
Apple
$232,460
Prologis
$223,004
NVIDIA
$206,364

Largest New Holdings this Quarter

29670E107 - Essential Properties Realty Trust
$93,772 Holding
133131102 - Camden Property Trust
$81,885 Holding
554382101 - Macerich
$59,591 Holding
931142103 - Walmart
$32,873 Holding
14174T107 - CareTrust REIT
$14,089 Holding

Largest Purchases this Quarter

Federal Realty Investment Trust
995,102 shares (about $97.34K)
Essential Properties Realty Trust
2,872,904 shares (about $93.77K)
Camden Property Trust
669,541 shares (about $81.89K)
Agree Realty
791,598 shares (about $61.10K)
Macerich
3,470,664 shares (about $59.59K)

Largest Sales this Quarter

W. P. Carey
2,575,260 shares (about $162.49K)
Regency Centers
1,351,368 shares (about $99.68K)
Sun Communities
736,030 shares (about $94.68K)
Simon Property Group
378,280 shares (about $62.82K)
Equinix
44,133 shares (about $35.98K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofPggm Investments

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Welltower Inc. stock logo
WELL
Welltower
$404,700$10,498 2.7%2,641,4715.5%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$303,336$35,984 -10.6%372,0324.1%Finance
Apple Inc. stock logo
AAPL
Apple
$232,460$17,284 -6.9%1,046,5033.1%Computer and Technology
Prologis, Inc. stock logo
PLD
Prologis
$223,004$2,073 0.9%1,994,8493.0%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$206,364$3,362 1.7%1,904,0802.8%Computer and Technology
Extra Space Storage Inc. stock logo
EXR
Extra Space Storage
$205,295$9,958 5.1%1,382,5492.8%Finance
Invitation Homes Inc. stock logo
INVH
Invitation Homes
$175,319$2,711 -1.5%5,030,6852.4%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$160,182$1,136 -0.7%426,7092.2%Computer and Technology
UDR, Inc. stock logo
UDR
UDR
$151,304$8,395 5.9%3,349,6552.0%Finance
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$149,117$4,216 2.9%7,374,7282.0%Finance
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$142,803$62,825 -30.6%859,8431.9%Finance
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$137,489$44,188 47.4%1,597,9681.9%Business Services
Rexford Industrial Realty, Inc. stock logo
REXR
Rexford Industrial Realty
$129,3040.0%3,302,7811.7%Finance
Equity LifeStyle Properties, Inc. stock logo
ELS
Equity LifeStyle Properties
$127,919$97 -0.1%1,917,8321.7%Finance
Americold Realty Trust, Inc. stock logo
COLD
Americold Realty Trust
$126,116$6,821 5.7%5,876,7821.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$122,6700.0%793,2641.7%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$108,402$3,676 -3.3%188,0801.5%Computer and Technology
Medtronic plc stock logo
MDT
Medtronic
$103,369$8,354 -7.5%1,150,3321.4%Medical
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$101,086$3,067 3.1%531,3071.4%Retail/Wholesale
Federal Realty Investment Trust stock logo
FRT
Federal Realty Investment Trust
$98,472$97,341 8,607.4%1,006,6631.3%Finance
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$94,482$7,189 -7.1%189,8751.3%Medical
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$94,273$5,569 6.3%1,019,0591.3%Finance
Kilroy Realty Co. stock logo
KRC
Kilroy Realty
$93,883$2,971 -3.1%2,865,7691.3%Finance
Essential Properties Realty Trust, Inc. stock logo
EPRT
Essential Properties Realty Trust
$93,772$93,772 New Holding2,872,9041.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$87,505$2,695 -3.0%659,6701.2%Medical
Brixmor Property Group Inc. stock logo
BRX
Brixmor Property Group
$81,959$10,156 -11.0%3,086,9611.1%Finance
Camden Property Trust stock logo
CPT
Camden Property Trust
$81,885$81,885 New Holding669,5411.1%Finance
Agree Realty Co. stock logo
ADC
Agree Realty
$73,813$61,104 480.8%956,2461.0%Finance
LINDE PLC SHS
$69,386$1,087 -1.5%149,0120.9%SHS
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$67,597$362 -0.5%275,5670.9%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$62,388$907 -1.4%113,8210.8%Business Services
The Macerich Company stock logo
MAC
Macerich
$59,591$59,591 New Holding3,470,6640.8%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$57,871$652 -1.1%403,8740.8%Finance
Sun Communities, Inc. stock logo
SUI
Sun Communities
$55,649$94,683 -63.0%432,5950.8%Finance
Adecoagro S.A. stock logo
AGRO
Adecoagro
$50,2650.0%4,500,0000.7%Consumer Staples
Ryman Hospitality Properties, Inc. stock logo
RHP
Ryman Hospitality Properties
$48,481$2,439 5.3%530,2000.7%Finance
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$47,1950.0%80,0490.6%Computer and Technology
HDFC Bank Limited stock logo
HDB
HDFC Bank
$46,067$10,826 30.7%693,3620.6%Finance
Public Storage stock logo
PSA
Public Storage
$45,803$7,904 -14.7%153,0390.6%Finance
Corteva, Inc. stock logo
CTVA
Corteva
$45,703$2,315 -4.8%726,2440.6%Consumer Staples
Netflix, Inc. stock logo
NFLX
Netflix
$44,411$1,028 -2.3%47,6240.6%Consumer Discretionary
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$44,2010.0%3,110,5790.6%Finance
Booking Holdings Inc. stock logo
BKNG
Booking
$43,1760.0%9,3720.6%Retail/Wholesale
Illumina, Inc. stock logo
ILMN
Illumina
$42,402$6,110 16.8%534,4350.6%Medical
Albemarle Co. stock logo
ALB
Albemarle
$40,472$2,001 5.2%561,9490.5%Basic Materials
CubeSmart stock logo
CUBE
CubeSmart
$40,3120.0%943,8480.5%Finance
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$40,1750.0%1,062,5380.5%Finance
Itron, Inc. stock logo
ITRI
Itron
$35,742$24,676 -40.8%341,1770.5%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$32,873$32,873 New Holding374,4500.4%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$31,165$3,569 12.9%186,1360.4%Computer and Technology
Regency Centers Co. stock logo
REG
Regency Centers
$30,660$99,675 -76.5%415,6790.4%Finance
argenx SE stock logo
ARGX
argenx
$28,882$4,718 -14.0%48,7990.4%Medical
Bank of America Co. stock logo
BAC
Bank of America
$28,676$455 1.6%687,1910.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$28,160$1,085 4.0%52,8740.4%Finance
Cintas Co. stock logo
CTAS
Cintas
$27,086$1,692 -5.9%131,7840.4%Business Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$26,747$17,110 177.5%377,3030.4%Utilities
Synopsys, Inc. stock logo
SNPS
Synopsys
$25,502$16,015 168.8%59,4650.3%Computer and Technology
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$24,713$7,487 43.5%349,5910.3%Medical
Fair Isaac Co. stock logo
FICO
Fair Isaac
$24,6840.0%13,3850.3%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$24,394$4,094 20.2%98,3580.3%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$24,049$5,058 -17.4%92,7960.3%Auto/Tires/Trucks
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$24,048$1,393 6.1%197,4350.3%Retail/Wholesale
American Express stock logo
AXP
American Express
$23,5610.0%87,5710.3%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$22,854$2,291 11.1%67,8320.3%Construction
Visa Inc. stock logo
V
Visa
$22,821$2,098 -8.4%65,1170.3%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$22,612$4,176 22.7%612,7820.3%Consumer Discretionary
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$22,362$6,036 37.0%205,8190.3%Construction
FMC Co. stock logo
FMC
FMC
$22,0160.0%521,8350.3%Consumer Staples
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$21,7740.0%22,0420.3%Industrials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$21,326$2,087 10.8%39,0380.3%Finance
Aflac Incorporated stock logo
AFL
Aflac
$21,140$238 1.1%190,1270.3%Finance
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$20,6110.0%32,4970.3%Medical
Archer-Daniels-Midland Company stock logo
ADM
Archer-Daniels-Midland
$20,4590.0%426,1380.3%Consumer Staples
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$20,283$134 -0.7%83,1160.3%Finance
Boston Scientific Co. stock logo
BSX
Boston Scientific
$19,3710.0%192,0250.3%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$18,698$348 1.9%109,7180.3%Consumer Staples
Citigroup Inc. stock logo
C
Citigroup
$18,5680.0%261,5610.3%Finance
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$18,504$2,546 -12.1%120,4580.2%Computer and Technology
Otis Worldwide Co. stock logo
OTIS
Otis Worldwide
$18,350$1,380 8.1%177,8120.2%Construction
GoDaddy Inc. stock logo
GDDY
GoDaddy
$18,3470.0%101,8510.2%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$18,024$4,173 30.1%637,3290.2%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$18,000$3,969 -18.1%19,0320.2%Retail/Wholesale
VeriSign, Inc. stock logo
VRSN
VeriSign
$17,438$2,847 -14.0%68,6900.2%Computer and Technology
The Hain Celestial Group, Inc. stock logo
HAIN
The Hain Celestial Group
$17,3630.0%4,183,8540.2%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$17,259$5,076 41.7%47,0920.2%Retail/Wholesale
American International Group, Inc. stock logo
AIG
American International Group
$16,978$159 -0.9%195,2840.2%Finance
The Bank of New York Mellon Co. stock logo
BK
Bank of New York Mellon
$16,7950.0%200,2520.2%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$16,281$13,911 586.8%92,3510.2%Medical
Fortinet, Inc. stock logo
FTNT
Fortinet
$16,024$2,280 16.6%166,4640.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$16,004$460 3.0%52,3800.2%Business Services
Fiserv, Inc. stock logo
FI
Fiserv
$15,9490.0%72,2220.2%Business Services
NVR, Inc. stock logo
NVR
NVR
$15,8510.0%2,1880.2%Construction
Gartner, Inc. stock logo
IT
Gartner
$15,8420.0%37,7430.2%Business Services
Chubb Limited stock logo
CB
Chubb
$15,8140.0%52,3660.2%Finance
PALANTIR TECHNOLOGIES INC CL A
$15,795$276 -1.7%187,1480.2%CLASS A
Snap-on Incorporated stock logo
SNA
Snap-on
$15,6240.0%46,3600.2%Consumer Discretionary
Ameriprise Financial, Inc. stock logo
AMP
Ameriprise Financial
$15,6060.0%32,2370.2%Finance
GE Aerospace stock logo
GE
GE Aerospace
$15,584$5,393 -25.7%77,8620.2%Industrials
McKesson Co. stock logo
MCK
McKesson
$15,576$2,871 -15.6%23,1450.2%Medical
Loews Co. stock logo
L
Loews
$15,2160.0%165,5550.2%Finance

Showing largest 100 holdings. View all holdings.
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