13FBOX
APG Asset Management US Inc. · 13F Holdings
Options Calculator Rankings

APG Asset Management US Inc.

No.472 Data as of 2026Q2
Latest AUM (Q2 2026)
$14.27B
QoQ Change Q1 2026
+$1.29B+9.9%
Holdings
61
New Buys
2
Adds
14
Reduces
6
Exits
0
Unchanged
39
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
PPROLOGIS INC. COMPLD
18.49%19.81%$2.64B19.3M$2.57B19.3M00.00%Unchanged
DIGITAL RLTY TR INC COMDLR
10.65%11.98%$1.52B8.6M$1.56B8.6M00.00%Unchanged
EQUINIX INCEQIX
8.48%9.16%$1.21B1.2M$1.19B1.2M00.00%Unchanged
VENTAS INC COMVTR
7.11%7.15%$1.01B11.3M$927.9M11.3M00.00%Unchanged
EEQUITY RESIDENTIALVMRK
5.22%4.98%$745.1M10.9M$646.5M10.9M00.00%Unchanged
PUBLIC STORAGE COMPSA
4.76%4.46%$679.5M2.1M$578.7M2.1M+8,628+0.41%Add
IISHARES TRHYG
4%3.79%$570.3M7.2M$491.9M6.2M+968,750+15.63%Add
REALTY INCOME CORP COMO
3.86%4.26%$551.5M8.9M$553.1M8.9M-16,111-0.18%Reduce
BXP INCBXP
3.43%2.84%$489.9M7.2M$368.0M7.2M+17,549+0.24%Add
INVITATION HOMES INCINVH
3.4%3.06%$484.8M16.0M$397.0M16.0M00.00%Unchanged
MID-AMER APT CMNTYS INCMAA
3.03%2.92%$432.4M3.1M$378.6M3.1M00.00%Unchanged
EXTRA SPACE STORAGE INCEXR
2.84%2.79%$404.8M2.7M$362.4M2.7M+12,697+0.46%Add
WELLTOWER INC COMWELL
2.73%2.59%$389.6M1.7M$336.5M1.7M00.00%Unchanged
AALEXANDRIA REAL ESTATE EQ INARE
2.59%2.33%$370.1M7.0M$302.2M7.0M00.00%Unchanged
KKIMCO REALTY CORPKIM
2.59%2.56%$370.1M14.8M$332.2M14.8M-40,235-0.27%Reduce
COUSINS PPTYS INCCUZ
1.57%1.25%$224.5M7.3M$162.9M7.3M+12,396+0.17%Add
HEALTHCARE RLTY TRHR
1.45%1.35%$207.4M10.2M$175.4M10.2M00.00%Unchanged
REGENCY CTRS CORP REITREG
1.44%1.53%$205.9M2.6M$198.2M2.6M-10,395-0.40%Reduce
AMERICOLD REALTY TRUST INCCOLD
1.44%1.11%$205.4M12.8M$144.0M12.8M00.00%Unchanged
SIMON PPTY GROUP INC NEW COMSPG
1.4%1.28%$199.1M892,987$165.6M880,641+12,346+1.40%Add
KILROY REALTY CORPKRC
1.29%1.02%$184.1M4.7M$131.8M4.7M+8,713+0.19%Add
IRON MTN INC DEL COMIRM
0.6%0.55%$85.8M703,912$71.1M703,91200.00%Unchanged
IISHARES TRLQD
0.6%0.59%$85.3M786,699$75.9M698,893+87,806+12.56%Add
VICI PPTYS INC COMVICI
0.52%0.6%$74.8M2.8M$78.5M2.9M-10,975-0.38%Reduce
AVALONBAY CMNTYS INC REITAVB
0.48%0.45%$67.9M356,542$58.8M356,54200.00%Unchanged
HOST HOTELS & RESORTS INCHST
0.4%0.36%$56.5M2.4M$46.2M2.4M00.00%Unchanged
ESSEX PPTY TR INCESS
0.33%0.3%$47.2M159,780$38.8M159,78000.00%Unchanged
WP CAREY INCWPC
0.29%0.31%$41.1M580,007$40.2M580,00700.00%Unchanged
SUN CMNTYS INC COMSUI
0.26%0.3%$37.1M307,048$39.1M307,04800.00%Unchanged
HEALTHPEAK PROPERTIES INCDOC
0.25%0.21%$36.0M1.7M$27.3M1.7M00.00%Unchanged
OMEGA HEALTHCARE INVS INCOHI
0.25%0.25%$35.0M726,429$32.2M726,42900.00%Unchanged
UDR INC COMUDR
0.24%0.22%$33.6M828,243$28.4M828,24300.00%Unchanged
FEDERAL RLTY INVT TR NEWFRT
0.23%0.22%$32.5M269,876$29.0M273,311-3,435-1.26%Reduce
GAMING &LEISURE PGLPI
0.22%0.25%$31.7M726,550$32.2M726,55000.00%Unchanged
EQUITY LIFESTYLE PROPERTIESELS
0.22%0.23%$31.3M481,719$30.5M481,71900.00%Unchanged
CAMDEN PPTY TRCPT
0.21%0.2%$30.6M264,633$26.0M264,63300.00%Unchanged
BRIXMOR PPTY GROUP INCBRX
0.21%0.22%$30.2M966,273$28.2M978,190-11,917-1.22%Reduce
AMERICAN HOMES 4 RENTAMH
0.19%0.18%$27.7M820,421$23.1M820,42100.00%Unchanged
RYMAN HOSPITALITY PPTYS INCRHP
0.19%0.15%$26.9M215,740$19.9M215,74000.00%Unchanged
EASTGROUP PPTYS INCEGP
0.18%$26.3M128,218$00+128,218New Buy
VORNADO RLTY TRVNO
0.18%0.12%$25.4M633,629$15.6M609,224+24,405+4.01%Add
AMERICAN HEALTHCARE REIT INCAHR
0.17%0.15%$23.8M444,285$19.6M412,177+32,108+7.79%Add
NNN REIT INC REITNNN
0.16%0.16%$23.3M500,350$21.2M500,35000.00%Unchanged
AGREE RLTY CORPADC
0.16%0.18%$23.1M302,617$23.0M302,61700.00%Unchanged
CUBESMARTCUBE
0.16%0.15%$22.5M561,129$19.9M543,544+17,585+3.24%Add
CARETRUST REIT INCCTRE
0.16%0.16%$22.4M547,906$20.3M547,90600.00%Unchanged
KITE REALTY GROUP TRUSTKRG
0.14%0.13%$19.6M691,850$16.9M691,85000.00%Unchanged
FIRST INDL RLTY TR INCFR
0.13%0.14%$19.1M309,950$18.2M309,95000.00%Unchanged
REXFORD INDL RLTY INC REITREXR
0.13%0.14%$19.0M564,554$18.5M564,55400.00%Unchanged
STAG INDUSTRIAL INCSTAG
0.12%0.13%$17.3M452,071$16.4M452,07100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

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