StockDriftsStockDriftsTop 50 Pggm Investments Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC COM | 6.07% | 1.75M | $346.3M | -14.07%(-286.83K) | $79.14(+170.08%) | 2026-03-31 | |
| PLD | PROLOGIS INC. COM | 5.29% | 2.28M | $301.7M | -10.11%(-256.56K) | $98.06(+43.31%) | 2026-03-31 | |
| EQIX | EQUINIX INC COM | 5.24% | 305.1K | $299.0M | -16.47%(-60.16K) | $787.38(+34.55%) | 2026-03-31 | |
| ALB | ALBEMARLE CORP COM | 2.86% | 909.2K | $163.2M | -23.28%(-275.81K) | $104.84(+72.05%) | 2026-03-31 | |
| EXR | EXTRA SPACE STORAGE INC COM | 2.75% | 1.20M | $157.0M | -15.06%(-212.28K) | $147.47(-7.17%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.74% | 544.0K | $156.4M | +0.00%(+0) | $123.32(+221.76%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 2.73% | 421.0K | $155.8M | +3.02%(+12.34K) | $258.74(+63.06%) | 2026-03-31 | |
| TMO | THERMO FISHER SCIENTIFIC INC COM | 2.66% | 309.2K | $152.0M | -10.73%(-37.17K) | $380.16(+15.30%) | 2026-03-31 | |
| LIN | LINDE PLC SHS | 2.64% | 304.1K | $150.8M | +0.00%(+0) | $422.37(+19.83%) | 2026-03-31 | |
| IRM | IRON MTN INC DEL COM | 2.45% | 1.37M | $139.9M | -17.33%(-287.16K) | $100.68(+24.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.59% | +24.54% |
| Top 20 Holdings Unweighted | +6.82% | +21.88% |
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