Apg Asset Management US Inc. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Apg Asset Management US Inc. disclosed 61 US equity positions worth $14.3bn in its Q2 2026 13F filing. The largest position was PLD at 18.5% of the reported book, followed by DLR and EQIX. Against the Q1 2026 filing, it opened 1 new position, added to 6 and reduced 2 among the top 50 holdings.
What did Apg Asset Management US Inc. own in Q2 2026? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PLD PROLOGIS INC. | Real Estate | 18.5% | $2.6bn | 19,286,830 | 0% | held |
| 2 | DLR DIGITAL RLTY TR INC | Real Estate | 10.7% | $1.5bn | 8,619,693 | 0% | held |
| 3 | EQIX EQUINIX INC | Real Estate | 8.5% | $1.2bn | 1,194,365 | 0% | held |
| 4 | VTR VENTAS INC | Real Estate | 7.1% | $1.0bn | 11,314,857 | 0% | held |
| 5 | EQR EQUITY RESIDENTIAL | Real Estate | 5.2% | $745.1m | 10,856,563 | 0% | held |
| 6 | PSA PUBLIC STORAGE | Real Estate | 4.8% | $679.5m | 2,103,577 | 0% | held |
| 7 | HYG ISHARES TR | 4.0% | $570.3m | 7,166,024 | 16% | added | |
| 8 | O REALTY INCOME CORP | Real Estate | 3.9% | $551.5m | 8,921,361 | -0% | held |
| 9 | BXP BXP INC | Real Estate | 3.4% | $489.9m | 7,230,130 | 0% | held |
| 10 | INVH INVITATION HOMES INC | Real Estate | 3.4% | $484.8m | 15,975,264 | 0% | held |
| 11 | MAA MID-AMER APT CMNTYS INC | Real Estate | 3.0% | $432.4m | 3,089,712 | 0% | held |
| 12 | EXR EXTRA SPACE STORAGE INC | Real Estate | 2.8% | $404.8m | 2,748,149 | 0% | held |
| 13 | WELL WELLTOWER INC | Real Estate | 2.7% | $389.6m | 1,692,393 | 0% | held |
| 14 | ARE ALEXANDRIA REAL ESTATE EQ IN | Real Estate | 2.6% | $370.1m | 6,981,310 | 0% | held |
| 15 | KIM KIMCO REALTY CORP | Real Estate | 2.6% | $370.1m | 14,754,881 | -0% | held |
| 16 | CUZ COUSINS PPTYS INC | Real Estate | 1.6% | $224.5m | 7,323,308 | 0% | held |
| 17 | HR HEALTHCARE RLTY TR | Real Estate | 1.5% | $207.4m | 10,223,995 | 0% | held |
| 18 | REG REGENCY CTRS CORP | Real Estate | 1.4% | $205.9m | 2,593,992 | -0% | held |
| 19 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 1.4% | $205.4m | 12,824,285 | 0% | held |
| 20 | SPG SIMON PPTY GROUP INC NEW | Real Estate | 1.4% | $199.1m | 892,987 | 1% | added |
| 21 | KRC KILROY REALTY CORP | Real Estate | 1.3% | $184.1m | 4,701,496 | 0% | held |
| 22 | IRM IRON MTN INC DEL | Real Estate | 0.6% | $85.8m | 703,912 | 0% | held |
| 23 | LQD ISHARES TR | 0.6% | $85.3m | 786,699 | 13% | added | |
| 24 | VICI VICI PPTYS INC | Real Estate | 0.5% | $74.8m | 2,847,561 | -0% | held |
| 25 | AVBC AVALONBAY CMNTYS INC | Financial Services | 0.5% | $67.9m | 356,542 | 0% | held |
| 26 | HST HOST HOTELS & RESORTS INC | Real Estate | 0.4% | $56.5m | 2,419,699 | 0% | held |
| 27 | ESS ESSEX PPTY TR INC | Real Estate | 0.3% | $47.2m | 159,780 | 0% | held |
| 28 | WPC WP CAREY INC | Real Estate | 0.3% | $41.1m | 580,007 | 0% | held |
| 29 | SUI SUN CMNTYS INC | Real Estate | 0.3% | $37.1m | 307,048 | 0% | held |
| 30 | DOC HEALTHPEAK PROPERTIES INC | Real Estate | 0.3% | $36.0m | 1,664,514 | 0% | held |
| 31 | OHI OMEGA HEALTHCARE INVS INC | Real Estate | 0.2% | $35.0m | 726,429 | 0% | held |
| 32 | UDR UDR INC | Real Estate | 0.2% | $33.6m | 828,243 | 0% | held |
| 33 | FRT FEDERAL RLTY INVT TR NEW | Real Estate | 0.2% | $32.5m | 269,876 | -1% | reduced |
| 34 | GLPI GAMING & LEISURE P | Real Estate | 0.2% | $31.7m | 726,550 | 0% | held |
| 35 | ELS EQUITY LIFESTYLE PROPERTIES | Real Estate | 0.2% | $31.3m | 481,719 | 0% | held |
| 36 | CPT CAMDEN PPTY TR | Real Estate | 0.2% | $30.6m | 264,633 | 0% | held |
| 37 | BRX BRIXMOR PPTY GROUP INC | Real Estate | 0.2% | $30.2m | 966,273 | -1% | reduced |
| 38 | AMH AMERICAN HOMES 4 RENT | Real Estate | 0.2% | $27.7m | 820,421 | 0% | held |
| 39 | RHP RYMAN HOSPITALITY PPTYS INC | Real Estate | 0.2% | $26.9m | 215,740 | 0% | held |
| 40 | EGP EASTGROUP PPTYS INC | Real Estate | 0.2% | $26.3m | 128,218 | – | new |
| 41 | VNO VORNADO RLTY TR | Real Estate | 0.2% | $25.4m | 633,629 | 4% | added |
| 42 | AHR AMERICAN HEALTHCARE REIT INC | Real Estate | 0.2% | $23.8m | 444,285 | 8% | added |
| 43 | NNN NNN REIT INC | Real Estate | 0.2% | $23.3m | 500,350 | 0% | held |
| 44 | ADC AGREE RLTY CORP | Real Estate | 0.2% | $23.1m | 302,617 | 0% | held |
| 45 | CUBE CUBESMART | Real Estate | 0.2% | $22.5m | 561,129 | 3% | added |
| 46 | CTRE CARETRUST REIT INC | Real Estate | 0.2% | $22.4m | 547,906 | 0% | held |
| 47 | KRG KITE REALTY GROUP TRUST | Real Estate | 0.1% | $19.6m | 691,850 | 0% | held |
| 48 | FR FIRST INDL RLTY TR INC | Real Estate | 0.1% | $19.1m | 309,950 | 0% | held |
| 49 | REXR REXFORD INDL RLTY INC | Real Estate | 0.1% | $19.0m | 564,554 | 0% | held |
| 50 | STAG STAG INDUSTRIAL INC | Real Estate | 0.1% | $17.3m | 452,071 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.