Free Trial

Pggm Investments Top Holdings and 13F Report (2025)

About Pggm Investments

Investment Activity

  • Pggm 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
$409,243
Equinix
$295,940
Prologis
$201,367
Microsoft
$188,801

Largest New Holdings this Quarter

32054K103 - First Industrial Realty Trust
$77,038 Holding
127387108 - Cadence Design Systems
$52,993 Holding
579780206 - McCormick & Company, Incorporated
$21,235 Holding
21874C102 - Core & Main
$18,014 Holding
84863V101 - 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 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
$409,243$3,169 0.8%2,662,0877.1%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$295,9400.0%372,0325.1%Finance
Extra Space Storage Inc stock logo
EXR
Extra Space Storage
$203,8430.0%1,382,5493.5%Finance
Prologis, Inc. stock logo
PLD
Prologis
$201,367$8,331 -4.0%1,915,5923.5%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$188,801$23,448 -11.0%379,5693.3%Computer and Technology
Invitation Home stock logo
INVH
Invitation Home
$164,629$377 -0.2%5,019,1812.9%Finance
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$160,603$3,300 -2.0%1,565,7922.8%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$158,908$81,921 106.4%391,9202.8%Medical
United Dominion Realty Trust, Inc. stock logo
UDR
United Dominion Realty Trust
$150,163$13,397 9.8%3,677,7722.6%Finance
HDFC Bank Limited stock logo
HDB
HDFC Bank
$145,669$92,509 174.0%1,899,9542.5%Finance
LINDE PLC SHS
$142,683$72,770 104.1%304,1122.5%SHS
Healthpeak Properties, Inc. stock logo
PEAK
Healthpeak Properties
$129,1310.0%7,374,7282.2%Finance
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$126,182$12,047 -8.7%784,9082.2%Finance
Federal Realty Investment Trust stock logo
FRT
Federal Realty Investment Trust
$118,295$22,672 23.7%1,245,3422.1%Finance
Equity Lifestyle Properties, Inc. stock logo
ELS
Equity Lifestyle Properties
$116,696$1,577 -1.3%1,892,2662.0%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$114,829$25,108 28.0%844,2722.0%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$114,737$186,088 -61.9%726,2312.0%Computer and Technology
Illumina, Inc. stock logo
ILMN
Illumina
$109,665$58,675 115.1%1,149,4081.9%Medical
Medtronic PLC stock logo
MDT
Medtronic
$108,840$8,566 8.5%1,248,5941.9%Medical
Kilroy Realty Corporation stock logo
KRC
Kilroy Realty
$106,374$8,050 8.2%3,100,3931.8%Finance
AvalonBay Communities, Inc. stock logo
AVB
AvalonBay Communities
$97,470$96,234 7,782.9%478,9661.7%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$92,457$47,340 -33.9%524,6381.6%Computer and Technology
Corteva, Inc. stock logo
CTVA
Corteva
$91,183$37,056 68.5%1,223,4441.6%Consumer Staples
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$90,337$64,145 244.9%1,301,3061.6%Utilities
Essential Properties Realty Trust, Inc. stock logo
EPRT
Essential Properties Realty Trust
$87,464$4,210 -4.6%2,740,9681.5%Finance
Rexford Industrial Realty, Inc. stock logo
REXR
Rexford Industrial Realty
$83,727$33,753 -28.7%2,353,8631.5%Finance
Alexandria Real Estate Equities, Inc. stock logo
ARE
Alexandria Real Estate Equities
$82,142$8,128 11.0%1,130,9621.4%Finance
Americold Realty Trust Inc. stock logo
COLD
Americold Realty Trust
$81,695$16,035 -16.4%4,912,5371.4%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$80,917$29,609 57.7%293,5501.4%Computer and Technology
Brixmor Property Group Inc. stock logo
BRX
Brixmor Property Group
$80,3840.0%3,086,9611.4%Finance
First Industrial Realty Trust, Inc. stock logo
FR
First Industrial Realty Trust
$77,038$77,038 New Holding1,600,6231.3%Finance
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$75,434$62,389 478.3%96,7691.3%Medical
Ryman Hospitality Properties, Inc. stock logo
RHP
Ryman Hospitality Properties
$73,197$20,882 39.9%741,8341.3%Finance
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$70,4070.0%403,8741.2%Finance
Agree Realty Corporation stock logo
ADC
Agree Realty
$69,8630.0%956,2461.2%Finance
Synopsys, Inc. stock logo
SNPS
Synopsys
$68,388$37,902 124.3%133,3941.2%Computer and Technology
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$68,302$22,927 50.5%120,4961.2%Computer and Technology
Albemarle Corporation stock logo
ALB
Albemarle
$67,052$31,835 90.4%1,069,9241.2%Basic Materials
Visa Inc. stock logo
V
Visa
$66,222$43,102 186.4%186,5151.1%Business Services
Macerich Company (The) stock logo
MAC
Macerich
$65,090$8,935 15.9%4,022,8581.1%Finance
Trane Technologies plc stock logo
TT
Trane Technologies
$57,351$27,680 93.3%131,1141.0%Construction
Sunrun Inc. stock logo
RUN
Sunrun
$57,319$43,561 316.6%7,007,2581.0%Energy
Camden Property Trust stock logo
CPT
Camden Property Trust
$54,823$20,627 -27.3%486,4971.0%Finance
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$52,993$52,993 New Holding171,9720.9%Computer and Technology
Itron, Inc. stock logo
ITRI
Itron
$47,724$2,814 6.3%362,5580.8%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$47,120$167,590 -78.1%229,6640.8%Computer and Technology
Waste Connections, Inc. stock logo
WCN
Waste Connections
$45,028$35,710 383.3%241,1550.8%Business Services
Advanced Drainage Systems, Inc. stock logo
WMS
Advanced Drainage Systems
$44,621$20,981 88.8%388,4840.8%Construction
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$44,308$27,247 159.7%84,3970.8%Medical
Archer Daniels Midland Company stock logo
ADM
Archer Daniels Midland
$43,820$21,328 94.8%830,2380.8%Consumer Staples
argenex SE stock logo
ARGX
argenex
$42,278$15,379 57.2%76,6990.7%Medical
CubeSmart stock logo
CUBE
CubeSmart
$40,1140.0%943,8480.7%Finance
Public Storage stock logo
PSA
Public Storage
$38,074$6,830 -15.2%129,7600.7%Finance
Adecoagro S.A. stock logo
AGRO
Adecoagro
$36,992$4,138 -10.1%4,047,2870.6%Consumer Staples
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$31,313$16,759 115.2%198,6980.5%Medical
Tetra Tech, Inc. stock logo
TTEK
Tetra Tech
$29,909$12,277 69.6%831,7330.5%Industrials
BioMarin Pharmaceutical Inc. stock logo
BMRN
BioMarin Pharmaceutical
$28,474$9,257 48.2%517,9910.5%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$27,945$25,340 972.9%51,4250.5%Medical
APTIV PLC COM SHS
$24,799$12,895 108.3%363,5210.4%SHS
FMC Corporation stock logo
FMC
FMC
$21,7870.0%521,8350.4%Consumer Staples
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$21,235$21,235 New Holding280,0650.4%Consumer Staples
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$19,722$9,063 85.0%186,7290.3%Construction
Host Hotels & Resorts, Inc. stock logo
HST
Host Hotels & Resorts
$18,851$28,927 -60.5%1,227,2880.3%Finance
Core & Main, Inc. stock logo
CNM
Core & Main
$18,014$18,014 New Holding298,5000.3%Industrials
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$15,806$4,820 -23.4%147,1550.3%Medical
CareTrust REIT, Inc. stock logo
CTRE
CareTrust REIT
$15,0850.0%492,9760.3%Finance
The Hain Celestial Group, Inc. stock logo
HAIN
The Hain Celestial Group
$6,3590.0%4,183,8540.1%Consumer Staples
SPIRIT AVIATION HLDGS INC COM ADDED
$18$18 New Holding3,5550.0%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$108,402 -100.0%00.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$101,086 -100.0%00.0%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$67,597 -100.0%00.0%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$0$62,388 -100.0%00.0%Business Services
Sun Communities, Inc. stock logo
SUI
Sun Communities
$0$55,649 -100.0%00.0%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$0$44,411 -100.0%00.0%Consumer Discretionary
Booking Holdings Inc. stock logo
BKNG
Booking
$0$43,176 -100.0%00.0%Retail/Wholesale
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$0$40,175 -100.0%00.0%Finance
Walmart Inc. stock logo
WMT
Walmart
$0$32,873 -100.0%00.0%Retail/Wholesale
Regency Centers Corporation stock logo
REG
Regency Centers
$0$30,660 -100.0%00.0%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$0$28,676 -100.0%00.0%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$0$28,160 -100.0%00.0%Finance
Cintas Corporation stock logo
CTAS
Cintas
$0$27,086 -100.0%00.0%Business Services
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$0$24,684 -100.0%00.0%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$0$24,394 -100.0%00.0%Industrials
Tesla, Inc. stock logo
TSLA
Tesla
$0$24,049 -100.0%00.0%Auto/Tires/Trucks
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$0$24,048 -100.0%00.0%Retail/Wholesale
American Express Company stock logo
AXP
American Express
$0$23,561 -100.0%00.0%Finance
Comcast Corporation stock logo
CMCSA
Comcast
$0$22,612 -100.0%00.0%Consumer Discretionary
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$0$21,774 -100.0%00.0%Industrials
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$0$21,326 -100.0%00.0%Finance
Aflac Incorporated stock logo
AFL
Aflac
$0$21,140 -100.0%00.0%Finance
Marsh & McLennan Companies, Inc. stock logo
MMC
Marsh & McLennan Companies
$0$20,283 -100.0%00.0%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$18,698 -100.0%00.0%Consumer Staples
Citigroup Inc. stock logo
C
Citigroup
$0$18,568 -100.0%00.0%Financial Services
QUALCOMM Incorporated stock logo
QCOM
QUALCOMM
$0$18,504 -100.0%00.0%Computer and Technology
Otis Worldwide Corporation stock logo
OTIS
Otis Worldwide
$0$18,350 -100.0%00.0%Industrials
GoDaddy Inc. stock logo
GDDY
GoDaddy
$0$18,347 -100.0%00.0%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$0$18,024 -100.0%00.0%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$0$18,000 -100.0%00.0%Retail/Wholesale
VeriSign, Inc. stock logo
VRSN
VeriSign
$0$17,438 -100.0%00.0%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$0$17,259 -100.0%00.0%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data