APG Asset Management US Inc. Q2 2025 Filing
Filed August 12, 2025
Portfolio Value
$13.4B
Holdings
189
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (189 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PLDROLOGIS INC. | 19,629,905 | $2.1T | 15648.95% | |
| 2 | FQIIGITAL RLTY TR INC | 8,615,371 | $1.5T | 11035.60% | |
| 3 | EQIXQUINIX INC | 1,206,248 | $959.4B | 7176.33% | |
| 4 | EQRQUITY RESIDENTIAL | 11,430,639 | $768.8B | 5750.67% | |
| 5 | VENENTAS INC | 11,758,485 | $739.3B | 5529.50% | |
| 6 | PSAUBLIC STORAGE OPER CO | 2,170,612 | $647.0B | 4839.73% | |
| 7 | INVHNVITATION HOMES INC | 17,222,569 | $564.6B | 4222.78% | |
| 8 | OEALTY INCOME CORP | 8,638,562 | $499.3B | 3734.74% | |
| 9 | ARELEXANDRIA REAL ESTATE EQ IN | 6,693,105 | $498.6B | 3729.21% | |
| 10 | BXPXP INC | 7,168,922 | $488.3B | 3652.75% | |
| 11 | LQDSHARES TR | 4,428,000 | $484.2B | 3621.41% | |
| 12 | MAAID-AMER APT CMNTYS INC | 3,084,318 | $459.3B | 3435.15% | |
| 13 | HYGSHARES TR | 5,408,500 | $433.6B | 3243.25% | |
| 14 | EXRXTRA SPACE STORAGE INC | 2,533,561 | $381.3B | 2852.06% | |
| 15 | KIMIMCO RLTY CORP | 12,648,074 | $267.9B | 2003.74% | |
| 16 | CUZOUSINS PPTYS INC | 7,860,791 | $234.4B | 1753.34% | |
| 17 | WELLELLTOWER INC | 1,521,684 | $230.7B | 1725.50% | |
| 18 | COLDMERICOLD REALTY TRUST INC | 13,508,710 | $224.9B | 1682.36% | |
| 19 | HREALTHCARE RLTY TR | 11,855,023 | $187.4B | 1401.93% | |
| 20 | KRCILROY RLTY CORP | 4,287,628 | $148.2B | 1108.36% | |
| 21 | REGEGENCY CTRS CORP | 2,023,988 | $143.9B | 1076.54% | |
| 22 | VICIICI PPTYS INC | 3,450,812 | $113.8B | 851.26% | |
| 23 | SPGIMON PPTY GROUP INC NEW | 540,385 | $88.8B | 663.98% | |
| 24 | UDRDR INC | 1,645,459 | $67.2B | 502.89% | |
| 25 | ESSSSEX PPTY TR INC | 212,048 | $60.4B | 451.67% | |
| 26 | IRMRON MTN INC DEL | 582,174 | $58.2B | 435.15% | |
| 27 | SBCABRA HEALTH CARE REIT INC | 2,992,091 | $54.8B | 409.56% | |
| 28 | SUIUN CMNTYS INC | 412,168 | $52.6B | 393.75% | |
| 29 | WPCP CAREY INC | 812,241 | $51.2B | 382.69% | |
| 30 | EGPASTGROUP PPTYS INC | 268,354 | $45.1B | 337.12% | |
| 31 | DOCEALTHPEAK PROPERTIES INC | 2,273,351 | $40.6B | 304.04% | |
| 32 | VNOORNADO RLTY TR | 971,534 | $37.1B | 277.60% | |
| 33 | NVDAVIDIA CORPORATION | 235,394 | $36.1B | 269.92% | |
| 34 | AVGOROADCOM INC | 123,408 | $32.7B | 244.37% | |
| 35 | ADCGREE RLTY CORP | 435,343 | $31.7B | 237.12% | |
| 36 | BKLNNVESCO EXCH TRADED FD TR II | 1,480,000 | $31.0B | 231.70% | |
| 37 | BRXRIXMOR PPTY GROUP INC | 1,144,399 | $29.8B | 222.81% | |
| 38 | FRTEDERAL RLTY INVT TR NEW | 314,532 | $29.6B | 221.64% | |
| 39 | MSFTICROSOFT CORP | 59,861 | $29.5B | 220.32% | |
| 40 | EPRTSSENTIAL PPTYS RLTY TR INC | 881,079 | $28.2B | 210.82% | |
| 41 | SKTANGER INC | 887,091 | $27.5B | 205.43% | |
| 42 | AVBVALONBAY CMNTYS INC | 127,416 | $25.9B | 193.74% | |
| 43 | RHPYMAN HOSPITALITY PPTYS INC | 226,742 | $23.0B | 172.06% | |
| 44 | AKRCADIA RLTY TR | 1,053,152 | $19.6B | 146.68% | |
| 45 | MACACERICH CO | 1,041,591 | $17.1B | 128.08% | |
| 46 | UERBAN EDGE PPTYS | 892,720 | $16.8B | 125.87% | |
| 47 | EPRPR PPTYS | 287,278 | $16.8B | 125.60% | |
| 48 | NTSTETSTREIT CORP | 879,877 | $15.0B | 112.21% | |
| 49 | GRT-URANITE REAL ESTATE INVT TR | 250,000 | $12.7B | 94.73% | |
| 50 | CURBURBLINE PPTYS CORP | 549,403 | $12.5B | 93.70% | |
| 51 | LLYLI LILLY & CO | 14,917 | $11.6B | 86.57% | |
| 52 | ORCLRACLE CORP | 52,339 | $11.5B | 85.72% | |
| 53 | NSAATIONAL STORAGE AFFILIATES | 344,780 | $11.3B | 84.28% | |
| 54 | AHRMERICAN HEALTHCARE REIT INC | 292,952 | $10.6B | 79.37% | |
| 55 | LINEINEAGE INC | 215,025 | $9.3B | 69.56% | |
| 56 | CRMALESFORCE INC | 34,139 | $9.3B | 69.43% | |
| 57 | SITCITE CTRS CORP | 802,381 | $9.2B | 68.90% | |
| 58 | ANETRISTA NETWORKS INC | 88,547 | $8.8B | 65.51% | |
| 59 | HSTOST HOTELS & RESORTS INC | 525,647 | $8.3B | 62.40% | |
| 60 | UMHMH PPTYS INC | 483,116 | $8.2B | 61.29% | |
| 61 | CTOTO RLTY GROWTH INC NEW | 460,001 | $8.1B | 60.25% | |
| 62 | APHMPHENOL CORP NEW | 82,660 | $8.1B | 60.21% | |
| 63 | INTUNTUIT | 9,828 | $7.7B | 57.31% | |
| 64 | ABBVBBVIE INC | 36,776 | $7.0B | 52.26% | |
| 65 | NOWERVICENOW INC | 6,386 | $6.5B | 48.33% | |
| 66 | UNHNITEDHEALTH GROUP INC | 19,083 | $6.2B | 46.55% | |
| 67 | PLTRALANTIR TECHNOLOGIES INC | 44,809 | $5.9B | 43.80% | |
| 68 | AMDDVANCED MICRO DEVICES INC | 42,321 | $5.8B | 43.09% | |
| 69 | ACNCCENTURE PLC IRELAND | 17,709 | $5.4B | 40.09% | |
| 70 | VREERIS RESIDENTIAL INC | 336,124 | $5.0B | 37.11% | |
| 71 | REXREXFORD INDL RLTY INC | 136,630 | $4.9B | 36.96% | |
| 72 | LRCXAM RESEARCH CORP | 49,925 | $4.8B | 36.15% | |
| 73 | SNPSYNOPSYS INC | 9,011 | $4.7B | 35.17% | |
| 74 | PANWALO ALTO NETWORKS INC | 23,464 | $4.6B | 34.68% | |
| 75 | ADBEDOBE INC | 11,424 | $4.5B | 33.50% | |
| 76 | QCOMUALCOMM INC | 28,052 | $4.5B | 33.45% | |
| 77 | SHOPHOPIFY INC | 38,167 | $4.4B | 32.84% | |
| 78 | MRKERCK & CO INC | 52,382 | $4.3B | 32.05% | |
| 79 | CRWDROWDSTRIKE HLDGS INC | 8,697 | $4.3B | 32.01% | |
| 80 | MUICRON TECHNOLOGY INC | 34,903 | $4.2B | 31.56% | |
| 81 | ISRGNTUITIVE SURGICAL INC | 7,448 | $4.0B | 29.97% | |
| 82 | TMOHERMO FISHER SCIENTIFIC INC | 7,894 | $3.3B | 24.89% | |
| 83 | AMGNMGEN INC | 11,104 | $3.2B | 24.13% | |
| 84 | BSXOSTON SCIENTIFIC CORP | 30,432 | $3.2B | 23.85% | |
| 85 | TXNEXAS INSTRS INC | 15,125 | $3.2B | 23.81% | |
| 86 | PFEFIZER INC | 117,103 | $2.9B | 21.93% | |
| 87 | GILDILEAD SCIENCES INC | 25,728 | $2.9B | 21.50% | |
| 88 | SYKTRYKER CORPORATION | 7,087 | $2.8B | 21.03% | |
| 89 | DHRANAHER CORPORATION | 13,432 | $2.7B | 20.20% | |
| 90 | KLACLA CORP | 2,938 | $2.6B | 19.75% | |
| 91 | CDNSADENCE DESIGN SYSTEM INC | 8,249 | $2.6B | 19.09% | |
| 92 | VRTXERTEX PHARMACEUTICALS INC | 5,334 | $2.4B | 18.04% | |
| 93 | MDTEDTRONIC PLC | 26,664 | $2.4B | 17.70% | |
| 94 | CSCOISCO SYS INC | 31,543 | $2.2B | 16.30% | |
| 95 | DDOGATADOG INC | 16,306 | $2.2B | 16.14% | |
| 96 | MIGAICROSTRATEGY INC | 5,761 | $2.2B | 16.09% | |
| 97 | ADSKUTODESK INC | 6,768 | $2.1B | 15.78% | |
| 98 | FTNTORTINET INC | 20,467 | $2.1B | 15.68% | |
| 99 | INTCNTEL CORP | 91,268 | $2.1B | 15.60% | |
| 100 | MRVLARVELL TECHNOLOGY INC | 26,667 | $2.0B | 15.21% |
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