Pggm Investments

CIK Number: 0001472190

5.77B
Market Value
344
# of Holdings
9 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 12, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 WELL Welltower Inc.
165.50
-0.86% 2.64M +2.66% 404.7M 75.52 5.46% Share
2 EQIX Equinix, Inc.
787.35
+1.96% 372.03K -10.6% 303.34M 701.4 4.09% Share
3 AAPL Apple Inc.
228.44
+1.57% 1.05M -6.92% 232.46M 160.44 3.13% Share
4 PLD Prologis, Inc.
112.59
+3.87% 1.99M +0.94% 223M 112.09 3.01% Share
5 NVDA NVIDIA Corporat...
178.17
+1.82% 1.9M +1.66% 206.36M 58.04 2.78% Share
6 EXR Extra Space Sto...
143.64
+3.32% 1.38M +5.10% 205.29M 147.87 2.77% Share
7 INVH Invitation Home...
31.11
+1.75% 5.03M -1.52% 175.32M 33.65 2.36% Share
8 MSFT Microsoft Corpo...
509.40
+1.02% 426.71K -0.7% 160.18M 290.73 2.16% Share
9 UDR UDR, Inc.
39.30
+1.92% 3.35M +5.87% 151.3M 40.1 2.04% Share
10 DOC Healthpeak Prop...
17.71
+2.52% 7.37M +2.91% 149.12M 21.6 2.01% Share
11 SPG Simon Property ...
177.09
+2.11% 859.84K -30.55% 142.8M 93.05 1.93% Share
12 IRM Iron Mountain I...
94.13
+3.95% 1.6M +47.36% 137.49M 107.3 1.85% Share
13 REXR Rexford Industr...
40.63
+4.02% 3.3M 0.00% 129.3M 49.62 1.74% Share
14 ELS Equity LifeStyl...
60.89
+0.88% 1.92M -0.08% 127.92M 64.84 1.72% Share
15 COLD Americold Realt...
14.87
+3.09% 5.88M +5.72% 126.12M 25.14 1.70% Share
16 GOOGL Alphabet Inc.
204.54
+2.40% 793.26K 0.00% 122.67M 129.65 1.65% Share
17 META Meta Platforms,...
755.79
+2.26% 188.08K -3.28% 108.4M 340.41 1.46% Share
18 MDT Medtronic plc
92.42
+1.45% 1.15M -7.48% 103.37M 80.83 1.39% Share
19 AMZN Amazon.com, Inc...
227.69
+2.59% 531.31K +3.13% 101.09M 154.65 1.36% Share
20 FRT Federal Realty ...
98.98
+2.78% 1.01M +8.61K% 98.47M 97.77 1.33% Share
21 TMO Thermo Fisher S...
497.35
+2.81% 189.88K -7.07% 94.48M 509.58 1.27% Share
22 ARE Alexandria Real...
80.55
+4.06% 1.02M +6.28% 94.27M 97.79 1.27% Share
23 KRC Kilroy Realty C...
40.23
+3.53% 2.87M -3.07% 93.88M 37.26 1.27% Share
24 EPRT Essential Prope...
31.59
+1.49% 2.87M +100.00% 93.77M 32.64 1.26% Share
25 ABT Abbott Laborato...
132.01
+0.01% 659.67K -2.99% 87.5M 105.28 1.18% Share
26 BRX Brixmor Propert...
27.83
+3.15% 3.09M -11.03% 81.96M 22.28 1.11% Share
27 CPT Camden Property...
109.66
+1.52% 669.54K +100.00% 81.89M 122.3 1.10% Share
28 ADC Agree Realty Co...
73.68
-0.49% 956.25K +480.78% 73.81M 74.52 1.00% Share
29 LIN Linde plc
481.00
+0.06% 149.01K -1.54% 69.39M 401.37 0.94% Share
30 JPM JPMorgan Chase ...
294.84
+1.16% 275.57K -0.53% 67.6M 138.58 0.91% Share
31 MA Mastercard Inco...
598.74
+1.15% 113.82K -1.43% 62.39M 344.43 0.84% Share
32 MAC The Macerich Co...
18.04
+5.59% 3.47M +100.00% 59.59M 17.17 0.80% Share
33 DLR Digital Realty ...
167.18
+2.08% 403.87K -1.11% 57.87M 116.86 0.78% Share
34 SUI Sun Communities...
128.15
+1.06% 432.6K -62.98% 55.65M 118.6 0.75% Share
35 AGRO Adecoagro S.A.
8.64
+0.88% 4.5M 0.00% 50.27M 8.29 0.68% Share
36 RHP Ryman Hospitali...
98.75
+4.25% 530.2K +5.30% 48.48M 105.27 0.65% Share
37 ROP Roper Technolog...
535.93
+1.71% 80.05K 0.00% 47.2M 550.93 0.64% Share
38 HDB HDFC Bank Limit...
74.27
-1.53% 693.36K +30.72% 46.07M 58.97 0.62% Share
39 PSA Public Storage
295.11
+2.91% 153.04K -14.72% 45.8M 303.47 0.62% Share
40 CTVA Corteva, Inc.
72.89
-0.12% 726.24K -4.82% 45.7M 57.15 0.62% Share
41 NFLX Netflix, Inc.
1210.63
+0.37% 47.62K -2.26% 44.41M 520.66 0.60% Share
42 HST Host Hotels & R...
16.73
+3.57% 3.11M 0.00% 44.2M 19.47 0.60% Share
43 BKNG Booking Holding...
5699.22
-0.2% 9.37K 0.00% 43.18M 1961.08 0.58% Share
44 ILMN Illumina, Inc.
102.95
+3.69% 534.43K +16.84% 42.4M 128.01 0.57% Share
45 ALB Albemarle Corpo...
81.50
+3.24% 561.95K +5.20% 40.47M 142.73 0.55% Share
46 CUBE CubeSmart
41.19
+2.92% 943.85K 0.00% 40.31M 41.39 0.54% Share
47 AMH American Homes ...
35.63
+1.14% 1.06M 0.00% 40.17M 36.64 0.54% Share
48 ITRI Itron, Inc.
127.62
+3.41% 341.18K -40.84% 35.74M 44.36 0.48% Share
49 WMT Walmart Inc.
98.23
+0.28% 374.45K +100.00% 32.87M 87.79 0.44% Share
50 AVGO Broadcom Inc.
298.91
+3.22% 186.14K +12.93% 31.16M 158 0.42% Share
51 REG Regency Centers...
72.53
+1.84% 415.68K -76.48% 30.66M 62.16 0.41% Share
52 ARGX argenx SE
660.80
-0.44% 48.8K -14.04% 28.88M 391.55 0.39% Share
53 BAC Bank of America...
49.30
+2.14% 687.19K +1.61% 28.68M 39.01 0.39% Share
54 BRK-B Berkshire Hatha...
487.04
-0.32% 52.87K +4.01% 28.16M 355.93 0.38% Share
55 CTAS Cintas Corporat...
216.42
+0.14% 131.78K -5.88% 27.09M 97.05 0.37% Share
56 NEE NextEra Energy,...
76.24
+0.21% 377.3K +177.54% 26.75M 69.82 0.36% Share
57 SNPS Synopsys, Inc.
611.92
+2.30% 59.47K +168.80% 25.5M 446 0.34% Share
58 BMRN BioMarin Pharma...
58.10
+0.05% 349.59K +43.46% 24.71M 70.07 0.33% Share
59 FICO Fair Isaac Corp...
1429.58
+4.98% 13.38K 0.00% 24.68M 412.01 0.33% Share
60 ITW Illinois Tool W...
268.27
+2.79% 98.36K +20.17% 24.39M 198.84 0.33% Share
61 TSLA Tesla, Inc.
336.49
+5.12% 92.8K -17.38% 24.05M 332.95 0.32% Share
62 TJX The TJX Compani...
137.00
-0.37% 197.44K +6.15% 24.05M 91.03 0.32% Share
63 AXP American Expres...
320.11
+3.87% 87.57K 0.00% 23.56M 204.41 0.32% Share
64 TT Trane Technolog...
429.98
+1.82% 67.83K +11.14% 22.85M 206.39 0.31% Share
65 V Visa Inc.
349.67
+1.74% 65.12K -8.42% 22.82M 209.04 0.31% Share
66 CMCSA Comcast Corpora...
34.12
+1.53% 612.78K +22.65% 22.61M 40.21 0.30% Share
67 WMS Advanced Draina...
147.29
+4.88% 205.82K +36.97% 22.36M 103.26 0.30% Share
68 FMC FMC Corporation
40.44
+2.80% 521.84K 0.00% 22.02M 105.65 0.30% Share
69 GWW W.W. Grainger, ...
1018.75
+2.48% 22.04K 0.00% 21.77M 489.19 0.29% Share
70 GS The Goldman Sac...
741.70
+3.60% 39.04K +10.85% 21.33M 465.13 0.29% Share
71 AFL Aflac Incorpora...
108.74
+0.51% 190.13K +1.14% 21.14M 60.15 0.29% Share
72 REGN Regeneron Pharm...
598.82
+0.11% 32.5K 0.00% 20.61M 705.16 0.28% Share
73 ADM Archer-Daniels-...
62.07
+1.55% 426.14K 0.00% 20.46M 78.88 0.28% Share
74 MMC Marsh & McLenna...
210.44
-0.32% 83.12K -0.66% 20.28M 169.46 0.27% Share
75 BSX Boston Scientif...
106.11
+0.85% 192.03K 0.00% 19.37M 67.2 0.26% Share
76 PG The Procter & G...
158.55
-0.11% 109.72K +1.90% 18.7M 145.21 0.25% Share
77 C Citigroup Inc.
95.41
+3.05% 261.56K 0.00% 18.57M 52.49 0.25% Share
78 QCOM QUALCOMM Incorp...
158.85
+3.06% 120.46K -12.09% 18.5M 173.45 0.25% Share
79 OTIS Otis Worldwide ...
88.65
+1.23% 177.81K +8.13% 18.35M 74.32 0.25% Share
80 GDDY GoDaddy Inc.
147.25
+0.84% 101.85K 0.00% 18.35M 116.43 0.25% Share
81 T AT&T Inc.
29.01
-1.46% 637.33K +30.13% 18.02M 23.46 0.24% Share
82 COST Costco Wholesal...
963.00
-0.69% 19.03K -18.07% 18M 807.82 0.24% Share
83 VRSN VeriSign, Inc.
270.78
-0.54% 68.69K -14.03% 17.44M 186.05 0.24% Share
84 HAIN The Hain Celest...
1.84
+8.53% 4.18M 0.00% 17.36M 15.15 0.23% Share
85 HD The Home Depot,...
412.00
+3.60% 47.09K +41.67% 17.26M 356.44 0.23% Share
86 AIG American Intern...
83.18
+0.71% 195.28K -0.93% 16.98M 60.14 0.23% Share
87 BK The Bank of New...
102.67
+0.87% 200.25K 0.00% 16.8M 51.1 0.23% Share
88 IQV IQVIA Holdings ...
190.69
+2.86% 92.35K +586.83% 16.28M 180.13 0.22% Share
89 FTNT Fortinet, Inc.
80.38
+3.38% 166.46K +16.59% 16.02M 60.24 0.22% Share
90 ADP Automatic Data ...
307.24
+0.75% 52.38K +2.96% 16M 240.98 0.22% Share
91 FI Fiserv, Inc.
138.81
-0.85% 72.22K 0.00% 15.95M 134.38 0.22% Share
92 NVR NVR, Inc.
8219.94
+3.34% 2.19K 0.00% 15.85M 5284.55 0.21% Share
93 IT Gartner, Inc.
250.66
+2.45% 37.74K 0.00% 15.84M 276.69 0.21% Share
94 CB Chubb Limited
277.86
-0.35% 52.37K 0.00% 15.81M 185.44 0.21% Share
95 PLTR Palantir Techno...
162.97
+4.34% 187.15K -1.72% 15.79M 71.28 0.21% Share
96 SNA Snap-on Incorpo...
330.26
+2.76% 46.36K 0.00% 15.62M 201.35 0.21% Share
97 AMP Ameriprise Fina...
518.42
+2.61% 32.24K 0.00% 15.61M 279.11 0.21% Share
98 GE GE Aerospace
270.19
+0.55% 77.86K -25.71% 15.58M 93.47 0.21% Share
99 MCK McKesson Corpor...
696.73
-1.31% 23.14K -15.56% 15.58M 339.87 0.21% Share
100 L Loews Corporati...
96.50
+0.14% 165.56K 0.00% 15.22M 51.51 0.21% Share
101 AZO AutoZone, Inc.
4111.07
-0.4% 3.96K 0.00% 15.11M 2141.93 0.20% Share
102 MTD Mettler-Toledo ...
1328.56
+3.96% 12.59K 0.00% 14.87M 1084.12 0.20% Share
103 ORLY O'Reilly Automo...
102.33
-0.53% 10.35K 0.00% 14.83M 712.57 0.20% Share
104 HWM Howmet Aerospac...
174.02
+0.44% 113.43K +2.97% 14.71M 49.42 0.20% Share
105 TTEK Tetra Tech, Inc...
36.75
+2.62% 490.33K +208.66% 14.34M 34.09 0.19% Share
106 KLAC KLA Corporation
886.51
+1.62% 20.83K -29.45% 14.16M 307.91 0.19% Share
107 CTRE CareTrust REIT,...
34.55
+0.03% 492.98K +100.00% 14.09M 28.58 0.19% Share
108 PH Parker-Hannifin...
757.99
+3.40% 22.86K 0.00% 13.89M 242.31 0.19% Share
109 LLY Eli Lilly and C...
715.71
+0.83% 16.73K +24.85% 13.82M 873.99 0.19% Share
110 GILD Gilead Sciences...
115.87
-0.23% 123.27K +154.05% 13.81M 104.3 0.19% Share
111 CL Colgate-Palmoli...
85.56
-0.83% 143.11K 0.00% 13.41M 87.37 0.18% Share
112 MAS Masco Corporati...
75.76
+4.76% 190.66K +0.56% 13.26M 60.2 0.18% Share
113 CAH Cardinal Health...
149.06
-1.66% 96.11K -17.11% 13.24M 71.05 0.18% Share
114 AMAT Applied Materia...
164.23
+2.75% 90.51K -30.85% 13.13M 134.43 0.18% Share
115 FIS Fidelity Nation...
71.43
+2.70% 171.66K 0.00% 12.82M 78.4 0.17% Share
116 ABBV AbbVie Inc.
208.51
-0.47% 60.88K -6.32% 12.76M 183.36 0.17% Share
117 DOV Dover Corporati...
182.83
+3.06% 72.35K 0.00% 12.71M 116.58 0.17% Share
118 LOW Lowe's Companie...
264.12
+3.31% 53.89K +3.01% 12.57M 196.39 0.17% Share
119 BMY Bristol-Myers S...
48.14
-0.6% 202.64K +122.41% 12.36M 56.87 0.17% Share
120 CI The Cigna Group
306.60
+1.88% 37.19K 0.00% 12.24M 282.27 0.17% Share
121 WAB Westinghouse Ai...
196.92
+2.88% 66.43K +0.74% 12.05M 123.14 0.16% Share
122 HCA HCA Healthcare,...
405.28
+0.25% 34.4K -4.19% 11.89M 290.91 0.16% Share
123 EXPD Expeditors Inte...
120.97
+2.16% 98.64K 0.00% 11.86M 88.31 0.16% Share
124 PHM PulteGroup, Inc...
132.20
+5.45% 114.06K -2.05% 11.73M 67.18 0.16% Share
125 HIG The Hartford Fi...
134.12
+0.69% 93.73K 0.00% 11.6M 67.81 0.16% Share
126 CRM Salesforce, Inc...
247.17
+0.55% 43.11K 0.00% 11.57M 280.92 0.16% Share
127 ACN Accenture plc
260.94
+2.74% 36.57K +3.57% 11.41M 346.09 0.15% Share
128 FOXA Fox Corporation
60.05
+1.72% 199.06K +47.77% 11.27M 45.26 0.15% Share
129 EXPE Expedia Group, ...
213.16
+3.80% 66.59K 0.00% 11.2M 111.82 0.15% Share
130 PYPL PayPal Holdings...
69.45
+2.81% 166.96K +25.75% 10.89M 78.38 0.15% Share
131 SEDG SolarEdge Techn...
33.22
+9.95% 671.08K 0.00% 10.86M 102.42 0.15% Share
132 SYF Synchrony Finan...
73.71
+3.48% 203.7K 0.00% 10.78M 38.47 0.15% Share
133 ACGL Arch Capital Gr...
93.35
-0.2% 109.43K -9.84% 10.53M 53.23 0.14% Share
134 APH Amphenol Corpor...
110.61
+1.65% 160.44K -15.06% 10.52M 33.54 0.14% Share
135 URI United Rentals,...
930.91
+4.58% 16.75K 0.00% 10.5M 347.58 0.14% Share
136 TEL TE Connectivity...
205.14
+2.42% 73.75K 0.00% 10.42M 150.99 0.14% Share
137 APTV Aptiv PLC
77.69
+4.46% 174.49K 0.00% 10.38M 60.48 0.14% Share
138 ECL Ecolab Inc.
284.63
+0.55% 40.72K 0.00% 10.32M 180.39 0.14% Share
139 VRSK Verisk Analytic...
270.98
-0.34% 34.58K +0.51% 10.29M 193.92 0.14% Share
140 MKL Markel Corporat...
1988.81
+0.99% 5.47K 0.00% 10.23M 1165.39 0.14% Share
141 MS Morgan Stanley
148.07
+2.80% 86.64K +57.45% 10.11M 114.75 0.14% Share
142 DOCU DocuSign, Inc.
73.79
+4.31% 121.16K +17.76% 9.86M 69.91 0.13% Share
143 RUN Sunrun Inc.
15.82
+7.33% 1.68M +64.69% 9.86M 15.33 0.13% Share
144 NLY Annaly Capital ...
21.07
+2.56% 484.31K -15.45% 9.84M 19.15 0.13% Share
145 CTSH Cognizant Techn...
72.67
+2.24% 128.3K 0.00% 9.81M 66.55 0.13% Share
146 TRV The Travelers C...
276.78
+0.68% 36.9K 0.00% 9.76M 153.2 0.13% Share
147 WCN Waste Connectio...
186.18
-0.16% 49.9K +100.00% 9.74M 195.19 0.13% Share
148 ZTS Zoetis Inc.
156.75
+0.73% 58.53K 0.00% 9.64M 158.58 0.13% Share
149 DIS The Walt Disney...
119.43
+2.77% 94.66K +200.88% 9.34M 99.25 0.13% Share
150 LRCX Lam Research Co...
102.13
+3.78% 128.11K -38.45% 9.31M 72.23 0.13% Share