Pggm Investments
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.7M
Q ending 2026-03-31
Prior quarter
$6.3M
Q ending 2025-12-31
Change
-9.7% QoQ · -23.1% YoY
Positions
67
reported holdings
Largest positions
All 67 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Welltower Inc Com | WELL | Shares | $346K | 1.8M |
| Prologis Inc. Com | PLD | Shares | $302K | 2.3M |
| Equinix Inc Com | EQIX | Shares | $299K | 305K |
| Albemarle Corp Com | ALB | Shares | $163K | 909K |
| Extra Space Storage Inc Com | EXR | Shares | $157K | 1.2M |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $156K | 544K |
| Microsoft Corp Com | MSFT | Shares | $156K | 421K |
| Thermo Fisher Scientific Inc Com | TMO | Shares | $152K | 309K |
| Linde Plc Shs | Shares | $151K | 304K | |
| Iron Mtn Inc Del Com | IRM | Shares | $140K | 1.4M |
| Sunrun Inc Com | RUN | Shares | $129K | 9.5M |
| Nvidia Corporation Com | NVDA | Shares | $127K | 726K |
| Illumina Inc Com | ILMN | Shares | $122K | 990K |
| Avalonbay Cmntys Inc Com | AVB | Shares | $121K | 744K |
| Eli Lilly Co Com | LLY | Shares | $121K | 132K |
| Simon Ppty Group Inc New Com | SPG | Shares | $119K | 638K |
| Udr Inc Com | UDR | Shares | $117K | 3.5M |
| Nextera Energy Inc Com | NEE | Shares | $110K | 1.2M |
| Hdfc Bank Ltd Sponsored Ads | HDB | Shares | $106K | 4.3M |
| Healthcare Rlty Tr Cl A Com | HR | Shares | $95K | 5.6M |
| Astrazeneca Plc | Shares | $95K | 645K | |
| Apple Inc Com | AAPL | Shares | $91K | 358K |
| Healthpeak Properties Inc Com | DOC | Shares | $88K | 5.4M |
| Brixmor Ppty Group Inc Com | BRX | Shares | $88K | 3.1M |
| Ventas Inc Com | VTR | Shares | $88K | 1.1M |
| Federal Rlty Invt Tr New Sh Ben In | FRT | Shares | $86K | 812K |
| Abbott Laboratories Com | ABT | Shares | $83K | 810K |
| Medtronic Plc Shs | Shares | $79K | 910K | |
| Waste Connections Inc Com | WCN | Shares | $74K | 454K |
| Broadcom Inc Com | AVGO | Shares | $73K | 236K |
| Regeneron Pharmaceuticals Com | REGN | Shares | $72K | 93K |
| Agree Rlty Corp Com | ADC | Shares | $70K | 933K |
| Essential Pptys Rlty Tr Inc Com | EPRT | Shares | $70K | 2.3M |
| Invitation Homes Inc Com | INVH | Shares | $69K | 2.8M |
| First Indl Rlty Tr Inc Com | FR | Shares | $66K | 1.1M |
| Digital Rlty Tr Inc Com | DLR | Shares | $66K | 364K |
| Iqvia Hldgs Inc Com | IQV | Shares | $64K | 375K |
| Macerich Co Com | MAC | Shares | $64K | 3.4M |
| Veralto Corp Com Shs | VLTO | Shares | $62K | 702K |
| Visa Inc Com Cl A | V | Shares | $61K | 201K |
| Ryman Hospitality Pptys Inc Com | RHP | Shares | $61K | 658K |
| Archer Daniels Midland Co Com | ADM | Shares | $60K | 830K |
| Synopsys Inc Com | SNPS | Shares | $56K | 141K |
| Equity Lifestyle Properties Com | ELS | Shares | $55K | 876K |
| Corteva Inc Com | CTVA | Shares | $54K | 641K |
| Argenx Se Sponsored Adr | ARGX | Shares | $52K | 72K |
| Procter Gamble Co Com | PG | Shares | $49K | 336K |
| American Homes 4 Rent Cl A | AMH | Shares | $47K | 1.7M |
| Americold Realty Trust Inc Com | COLD | Shares | $44K | 3.9M |
| Cadence Design System Inc Com | CDNS | Shares | $44K | 158K |
| Roper Technologies Inc Com | ROP | Shares | $43K | 120K |
| Kilroy Realty Corp Com | KRC | Shares | $42K | 1.5M |
| Tetra Tech Inc New Com | TTEK | Shares | $38K | 1.3M |
| Mccormick Co Inc Com Non Vtg | MKC | Shares | $38K | 747K |
| Alexandria Real Estate Eq In Com | ARE | Shares | $35K | 743K |
| Solaredge Technologies Inc Com | SEDG | Shares | $33K | 654K |
| Cousins Pptys Inc Com New | CUZ | Shares | $31K | 1.4M |
| Public Storage Oper Co Com | PSA | Shares | $31K | 114K |
| Cubesmart Com | CUBE | Shares | $29K | 791K |
| Intuitive Surgical Inc Com New | ISRG | Shares | $29K | 62K |
| Rexford Indl Rlty Inc Com | REXR | Shares | $27K | 824K |
| Advanced Drain Sys Inc Del Com | WMS | Shares | $26K | 190K |
| Core Main Inc Cl A | CNM | Shares | $23K | 467K |
| Host Hotels Resorts Inc Com | HST | Shares | $20K | 1.0M |
| Aptiv Plc Com Shs | Shares | $16K | 223K | |
| Adecoagro S A Com | Shares | $15K | 1.0M | |
| Uber Technologies Inc Com | UBER | Shares | $10K | 144K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.