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.
161.96
-0.66% 2.64M +2.66% 404.7M 75.52 5.46% Share
2 EQIX Equinix, Inc.
774.95
-1.15% 372.03K -10.6% 303.34M 701.4 4.09% Share
3 AAPL Apple Inc.
232.81
-0.22% 1.05M -6.92% 232.46M 160.44 3.13% Share
4 PLD Prologis, Inc.
105.85
-0.32% 1.99M +0.94% 223M 112.09 3.01% Share
5 NVDA NVIDIA Corporat...
182.02
+0.24% 1.9M +1.66% 206.36M 58.04 2.78% Share
6 EXR Extra Space Sto...
136.66
-1.12% 1.38M +5.10% 205.29M 147.87 2.77% Share
7 INVH Invitation Home...
30.25
-0.97% 5.03M -1.52% 175.32M 33.65 2.36% Share
8 MSFT Microsoft Corpo...
522.28
+0.33% 426.71K -0.7% 160.18M 290.73 2.16% Share
9 UDR UDR, Inc.
38.08
-1.09% 3.35M +5.87% 151.3M 40.1 2.04% Share
10 DOC Healthpeak Prop...
17.05
-0.53% 7.37M +2.91% 149.12M 21.6 2.01% Share
11 SPG Simon Property ...
172.19
-0.23% 859.84K -30.55% 142.8M 93.05 1.93% Share
12 IRM Iron Mountain I...
91.41
-2.73% 1.6M +47.36% 137.49M 107.3 1.85% Share
13 REXR Rexford Industr...
37.78
-0.58% 3.3M 0.00% 129.3M 49.62 1.74% Share
14 ELS Equity LifeStyl...
60.29
-1.05% 1.92M -0.08% 127.92M 64.84 1.72% Share
15 COLD Americold Realt...
14.78
-1.34% 5.88M +5.72% 126.12M 25.14 1.70% Share
16 GOOGL Alphabet Inc.
202.88
+0.46% 793.26K 0.00% 122.67M 129.65 1.65% Share
17 META Meta Platforms,...
781.96
+0.24% 188.08K -3.28% 108.4M 340.41 1.46% Share
18 MDT Medtronic plc
91.95
-1.03% 1.15M -7.48% 103.37M 80.83 1.39% Share
19 AMZN Amazon.com, Inc...
230.94
+2.84% 531.31K +3.13% 101.09M 154.65 1.36% Share
20 FRT Federal Realty ...
93.71
-0.92% 1.01M +8.61K% 98.47M 97.77 1.33% Share
21 TMO Thermo Fisher S...
485.13
+0.07% 189.88K -7.07% 94.48M 509.58 1.27% Share
22 ARE Alexandria Real...
74.52
-0.61% 1.02M +6.28% 94.27M 97.79 1.27% Share
23 KRC Kilroy Realty C...
38.31
-1.08% 2.87M -3.07% 93.88M 37.26 1.27% Share
24 EPRT Essential Prope...
30.32
-0.43% 2.87M +100.00% 93.77M 32.64 1.26% Share
25 ABT Abbott Laborato...
129.32
-0.06% 659.67K -2.99% 87.5M 105.28 1.18% Share
26 BRX Brixmor Propert...
26.39
-1.88% 3.09M -11.03% 81.96M 22.28 1.11% Share
27 CPT Camden Property...
106.02
-0.92% 669.54K +100.00% 81.89M 122.3 1.10% Share
28 ADC Agree Realty Co...
72.20
-0.1% 956.25K +480.78% 73.81M 74.52 1.00% Share
29 LIN Linde plc
477.49
+0.39% 149.01K -1.54% 69.39M 401.37 0.94% Share
30 JPM JPMorgan Chase ...
294.09
+1.23% 275.57K -0.53% 67.6M 138.58 0.91% Share
31 MA Mastercard Inco...
583.65
+0.99% 113.82K -1.43% 62.39M 344.43 0.84% Share
32 MAC The Macerich Co...
17.37
-2.8% 3.47M +100.00% 59.59M 17.17 0.80% Share
33 DLR Digital Realty ...
166.13
-1.45% 403.87K -1.11% 57.87M 116.86 0.78% Share
34 SUI Sun Communities...
127.21
-0.62% 432.6K -62.98% 55.65M 118.6 0.75% Share
35 AGRO Adecoagro S.A.
9.16
-0.7% 4.5M 0.00% 50.27M 8.29 0.68% Share
36 RHP Ryman Hospitali...
95.36
-2.13% 530.2K +5.30% 48.48M 105.27 0.65% Share
37 ROP Roper Technolog...
524.96
+0.47% 80.05K 0.00% 47.2M 550.93 0.64% Share
38 HDB HDFC Bank Limit...
73.83
-0.23% 693.36K +30.72% 46.07M 58.97 0.62% Share
39 PSA Public Storage
281.07
-0.75% 153.04K -14.72% 45.8M 303.47 0.62% Share
40 CTVA Corteva, Inc.
71.87
-0.64% 726.24K -4.82% 45.7M 57.15 0.62% Share
41 NFLX Netflix, Inc.
1230.56
+2.17% 47.62K -2.26% 44.41M 520.66 0.60% Share
42 HST Host Hotels & R...
15.97
-0.78% 3.11M 0.00% 44.2M 19.47 0.60% Share
43 BKNG Booking Holding...
5485.75
+0.69% 9.37K 0.00% 43.18M 1961.08 0.58% Share
44 ILMN Illumina, Inc.
100.09
-1.01% 534.43K +16.84% 42.4M 128.01 0.57% Share
45 ALB Albemarle Corpo...
81.43
-0.29% 561.95K +5.20% 40.47M 142.73 0.55% Share
46 CUBE CubeSmart
39.28
-0.66% 943.85K 0.00% 40.31M 41.39 0.54% Share
47 AMH American Homes ...
34.60
-0.82% 1.06M 0.00% 40.17M 36.64 0.54% Share
48 ITRI Itron, Inc.
125.41
-2.41% 341.18K -40.84% 35.74M 44.36 0.48% Share
49 WMT Walmart Inc.
100.84
-0.15% 374.45K +100.00% 32.87M 87.79 0.44% Share
50 AVGO Broadcom Inc.
311.19
+0.68% 186.14K +12.93% 31.16M 158 0.42% Share
51 REG Regency Centers...
71.11
-1.26% 415.68K -76.48% 30.66M 62.16 0.41% Share
52 ARGX argenx SE
652.36
+0.89% 48.8K -14.04% 28.88M 391.55 0.39% Share
53 BAC Bank of America...
47.70
+0.97% 687.19K +1.61% 28.68M 39.01 0.39% Share
54 BRK-B Berkshire Hatha...
479.02
+0.36% 52.87K +4.01% 28.16M 355.93 0.38% Share
55 CTAS Cintas Corporat...
221.28
-1.7% 131.78K -5.88% 27.09M 97.05 0.37% Share
56 NEE NextEra Energy,...
72.22
-0.1% 377.3K +177.54% 26.75M 69.82 0.36% Share
57 SNPS Synopsys, Inc.
616.36
-0.36% 59.47K +168.80% 25.5M 446 0.34% Share
58 BMRN BioMarin Pharma...
58.02
-0.48% 349.59K +43.46% 24.71M 70.07 0.33% Share
59 FICO Fair Isaac Corp...
1318.23
-1.28% 13.38K 0.00% 24.68M 412.01 0.33% Share
60 ITW Illinois Tool W...
262.44
-1.83% 98.36K +20.17% 24.39M 198.84 0.33% Share
61 TSLA Tesla, Inc.
335.58
-1.12% 92.8K -17.38% 24.05M 332.95 0.32% Share
62 TJX The TJX Compani...
132.95
-0.86% 197.44K +6.15% 24.05M 91.03 0.32% Share
63 AXP American Expres...
307.72
+0.28% 87.57K 0.00% 23.56M 204.41 0.32% Share
64 TT Trane Technolog...
428.66
-1.43% 67.83K +11.14% 22.85M 206.39 0.31% Share
65 V Visa Inc.
345.40
+0.83% 65.12K -8.42% 22.82M 209.04 0.31% Share
66 CMCSA Comcast Corpora...
32.88
-0.17% 612.78K +22.65% 22.61M 40.21 0.30% Share
67 WMS Advanced Draina...
139.30
-2.29% 205.82K +36.97% 22.36M 103.26 0.30% Share
68 FMC FMC Corporation
37.27
-0.71% 521.84K 0.00% 22.02M 105.65 0.30% Share
69 GWW W.W. Grainger, ...
974.58
-0.76% 22.04K 0.00% 21.77M 489.19 0.29% Share
70 GS The Goldman Sac...
746.99
+0.31% 39.04K +10.85% 21.33M 465.13 0.29% Share
71 AFL Aflac Incorpora...
105.31
-0.37% 190.13K +1.14% 21.14M 60.15 0.29% Share
72 REGN Regeneron Pharm...
565.97
+0.79% 32.5K 0.00% 20.61M 705.16 0.28% Share
73 ADM Archer-Daniels-...
59.31
-0.84% 426.14K 0.00% 20.46M 78.88 0.28% Share
74 MMC Marsh & McLenna...
206.96
-1.14% 83.12K -0.66% 20.28M 169.46 0.27% Share
75 BSX Boston Scientif...
104.16
+1.62% 192.03K 0.00% 19.37M 67.2 0.26% Share
76 PG The Procter & G...
153.70
-1.1% 109.72K +1.90% 18.7M 145.21 0.25% Share
77 C Citigroup Inc.
95.45
+0.85% 261.56K 0.00% 18.57M 52.49 0.25% Share
78 QCOM QUALCOMM Incorp...
158.09
+0.96% 120.46K -12.09% 18.5M 173.45 0.25% Share
79 OTIS Otis Worldwide ...
87.56
-1.87% 177.81K +8.13% 18.35M 74.32 0.25% Share
80 GDDY GoDaddy Inc.
143.61
+0.21% 101.85K 0.00% 18.35M 116.43 0.25% Share
81 T AT&T Inc.
28.75
+1.27% 637.33K +30.13% 18.02M 23.46 0.24% Share
82 COST Costco Wholesal...
975.42
-0.35% 19.03K -18.07% 18M 807.82 0.24% Share
83 VRSN VeriSign, Inc.
266.82
-0.25% 68.69K -14.03% 17.44M 186.05 0.24% Share
84 HAIN The Hain Celest...
1.86
+0.27% 4.18M 0.00% 17.36M 15.15 0.23% Share
85 HD The Home Depot,...
400.32
-1.68% 47.09K +41.67% 17.26M 356.44 0.23% Share
86 AIG American Intern...
80.31
+0.53% 195.28K -0.93% 16.98M 60.14 0.23% Share
87 BK The Bank of New...
103.36
+1.42% 200.25K 0.00% 16.8M 51.1 0.23% Share
88 IQV IQVIA Holdings ...
189.40
-0.44% 92.35K +586.83% 16.28M 180.13 0.22% Share
89 FTNT Fortinet, Inc.
77.25
-2.62% 166.46K +16.59% 16.02M 60.24 0.22% Share
90 ADP Automatic Data ...
301.52
-1.12% 52.38K +2.96% 16M 240.98 0.22% Share
91 FI Fiserv, Inc.
134.58
+0.22% 72.22K 0.00% 15.95M 134.38 0.22% Share
92 NVR NVR, Inc.
8207.85
-1.07% 2.19K 0.00% 15.85M 5284.55 0.21% Share
93 IT Gartner, Inc.
242.94
+0.12% 37.74K 0.00% 15.84M 276.69 0.21% Share
94 CB Chubb Limited
275.69
+0.24% 52.37K 0.00% 15.81M 185.44 0.21% Share
95 PLTR Palantir Techno...
181.00
-1.83% 187.15K -1.72% 15.79M 71.28 0.21% Share
96 SNA Snap-on Incorpo...
324.62
-2.75% 46.36K 0.00% 15.62M 201.35 0.21% Share
97 AMP Ameriprise Fina...
513.94
+0.92% 32.24K 0.00% 15.61M 279.11 0.21% Share
98 GE GE Aerospace
269.72
+0.32% 77.86K -25.71% 15.58M 93.47 0.21% Share
99 MCK McKesson Corpor...
673.84
+1.61% 23.14K -15.56% 15.58M 339.87 0.21% Share
100 L Loews Corporati...
95.57
+0.17% 165.56K 0.00% 15.22M 51.51 0.21% Share
101 AZO AutoZone, Inc.
3998.08
-0.95% 3.96K 0.00% 15.11M 2141.93 0.20% Share
102 MTD Mettler-Toledo ...
1314.16
-0.75% 12.59K 0.00% 14.87M 1084.12 0.20% Share
103 ORLY O'Reilly Automo...
101.50
-1.11% 10.35K 0.00% 14.83M 712.57 0.20% Share
104 HWM Howmet Aerospac...
176.03
-0.44% 113.43K +2.97% 14.71M 49.42 0.20% Share
105 TTEK Tetra Tech, Inc...
35.86
-3.42% 490.33K +208.66% 14.34M 34.09 0.19% Share
106 KLAC KLA Corporation
954.98
+0.58% 20.83K -29.45% 14.16M 307.91 0.19% Share
107 CTRE CareTrust REIT,...
33.71
+1.90% 492.98K +100.00% 14.09M 28.58 0.19% Share
108 PH Parker-Hannifin...
745.38
-2.19% 22.86K 0.00% 13.89M 242.31 0.19% Share
109 LLY Eli Lilly and C...
684.46
+3.63% 16.73K +24.85% 13.82M 873.99 0.19% Share
110 GILD Gilead Sciences...
119.00
-0.95% 123.27K +154.05% 13.81M 104.3 0.19% Share
111 CL Colgate-Palmoli...
84.62
-1.99% 143.11K 0.00% 13.41M 87.37 0.18% Share
112 MAS Masco Corporati...
73.57
-1.43% 190.66K +0.56% 13.26M 60.2 0.18% Share
113 CAH Cardinal Health...
150.22
+1.42% 96.11K -17.11% 13.24M 71.05 0.18% Share
114 AMAT Applied Materia...
188.22
-0.95% 90.51K -30.85% 13.13M 134.43 0.18% Share
115 FIS Fidelity Nation...
71.58
-1.64% 171.66K 0.00% 12.82M 78.4 0.17% Share
116 ABBV AbbVie Inc.
204.72
+1.61% 60.88K -6.32% 12.76M 183.36 0.17% Share
117 DOV Dover Corporati...
179.40
-1.88% 72.35K 0.00% 12.71M 116.58 0.17% Share
118 LOW Lowe's Companie...
253.05
-1.24% 53.89K +3.01% 12.57M 196.39 0.17% Share
119 BMY Bristol-Myers S...
47.81
-0.08% 202.64K +122.41% 12.36M 56.87 0.17% Share
120 CI The Cigna Group
290.40
+1.15% 37.19K 0.00% 12.24M 282.27 0.17% Share
121 WAB Westinghouse Ai...
190.98
-1.76% 66.43K +0.74% 12.05M 123.14 0.16% Share
122 HCA HCA Healthcare,...
393.61
+0.81% 34.4K -4.19% 11.89M 290.91 0.16% Share
123 EXPD Expeditors Inte...
119.85
-1.96% 98.64K 0.00% 11.86M 88.31 0.16% Share
124 PHM PulteGroup, Inc...
128.56
-1.08% 114.06K -2.05% 11.73M 67.18 0.16% Share
125 HIG The Hartford Fi...
131.35
+0.32% 93.73K 0.00% 11.6M 67.81 0.16% Share
126 CRM Salesforce, Inc...
233.32
-1.57% 43.11K 0.00% 11.57M 280.92 0.16% Share
127 ACN Accenture plc
246.13
+0.18% 36.57K +3.57% 11.41M 346.09 0.15% Share
128 FOXA Fox Corporation
59.88
+1.29% 199.06K +47.77% 11.27M 45.26 0.15% Share
129 EXPE Expedia Group, ...
207.17
-1.19% 66.59K 0.00% 11.2M 111.82 0.15% Share
130 PYPL PayPal Holdings...
69.35
-1.81% 166.96K +25.75% 10.89M 78.38 0.15% Share
131 SEDG SolarEdge Techn...
25.70
-2.87% 671.08K 0.00% 10.86M 102.42 0.15% Share
132 SYF Synchrony Finan...
72.83
+0.33% 203.7K 0.00% 10.78M 38.47 0.15% Share
133 ACGL Arch Capital Gr...
91.45
+1.67% 109.43K -9.84% 10.53M 53.23 0.14% Share
134 APH Amphenol Corpor...
110.75
+0.84% 160.44K -15.06% 10.52M 33.54 0.14% Share
135 URI United Rentals,...
921.62
-1.14% 16.75K 0.00% 10.5M 347.58 0.14% Share
136 TEL TE Connectivity...
206.92
+0.31% 73.75K 0.00% 10.42M 150.99 0.14% Share
137 APTV Aptiv PLC
74.27
-0.6% 174.49K 0.00% 10.38M 60.48 0.14% Share
138 ECL Ecolab Inc.
279.98
-0.66% 40.72K 0.00% 10.32M 180.39 0.14% Share
139 VRSK Verisk Analytic...
267.70
+1.33% 34.58K +0.51% 10.29M 193.92 0.14% Share
140 MKL Markel Corporat...
1954.49
-0.41% 5.47K 0.00% 10.23M 1165.39 0.14% Share
141 MS Morgan Stanley
148.51
+0.51% 86.64K +57.45% 10.11M 114.75 0.14% Share
142 DOCU DocuSign, Inc.
68.99
-2.43% 121.16K +17.76% 9.86M 69.91 0.13% Share
143 RUN Sunrun Inc.
10.48
-4.12% 1.68M +64.69% 9.86M 15.33 0.13% Share
144 NLY Annaly Capital ...
20.82
-0.19% 484.31K -15.45% 9.84M 19.15 0.13% Share
145 CTSH Cognizant Techn...
69.35
-1.52% 128.3K 0.00% 9.81M 66.55 0.13% Share
146 TRV The Travelers C...
268.64
-0.25% 36.9K 0.00% 9.76M 153.2 0.13% Share
147 WCN Waste Connectio...
184.77
-0.52% 49.9K +100.00% 9.74M 195.19 0.13% Share
148 ZTS Zoetis Inc.
153.05
+0.40% 58.53K 0.00% 9.64M 158.58 0.13% Share
149 DIS The Walt Disney...
116.33
-0.27% 94.66K +200.88% 9.34M 99.25 0.13% Share
150 LRCX Lam Research Co...
107.35
+0.57% 128.11K -38.45% 9.31M 72.23 0.13% Share