APG Asset Management US Inc. Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$11.4B

Holdings

39

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
PLDPROLOGIS INC.
19,741,375$2.2T19510.90%
2
FQIDIGITAL RLTY TR INC
9,255,030$1.1T9865.14%
3
EQIXEQUINIX INC
1,411,652$1.0T9030.01%
4
VENVENTAS INC
17,077,561$719.5B6337.03%
5
AREALEXANDRIA REAL ESTATE EQ IN
7,177,446$718.5B6328.09%
6
EQREQUITY RESIDENTIAL
11,526,535$676.7B5960.45%
7
INVHINVITATION HOMES INC
16,706,416$529.4B4663.09%
8
COLDAMERICOLD REALTY TRUST INC
17,275,627$525.4B4627.20%
9
PSAPUBLIC STORAGE
1,981,495$522.2B4599.12%
10
BXPBOSTON PROPERTIES INC
7,443,663$442.7B3899.65%
11
MAAMID-AMER APT CMNTYS INC
2,982,947$383.8B3380.05%
12
OREALTY INCOME CORP
7,450,262$372.1B3277.09%
13
EXREXTRA SPACE STORAGE INC
2,915,693$354.5B3122.28%
14
KIMKIMCO RLTY CORP
15,793,570$277.8B2446.88%
15
REGREGENCY CTRS CORP
3,064,603$182.2B1604.43%
16
HRHEALTHCARE RLTY TR
11,218,358$171.3B1508.82%
17
CUZCOUSINS PPTYS INC
8,358,926$170.3B1499.72%
18
KRCKILROY RLTY CORP
5,124,912$162.0B1426.85%
19
AVBAVALONBAY CMNTYS INC
584,923$100.5B884.78%
20
VICIVICI PPTYS INC
3,361,736$97.8B861.63%
21
SPGSIMON PPTY GROUP INC NEW
742,061$80.2B706.07%
22
WELLWELLTOWER INC
907,700$74.4B654.93%
23
TRNOTERRENO RLTY CORP
973,958$55.3B487.25%
24
SUISUN CMNTYS INC
389,951$46.1B406.45%
25
FRTFEDERAL RLTY INVT TR NEW
470,232$42.6B375.36%
26
WPCWP CAREY INC
695,104$37.6B331.09%
27
DOCHEALTHPEAK PROPERTIES INC
1,987,303$36.5B321.36%
28
ELSEQUITY LIFESTYLE PPTYS INC
455,948$29.0B255.85%
29
RHPRYMAN HOSPITALITY PPTYS INC
335,800$28.0B246.31%
30
NTSTNETSTREIT CORP
1,634,683$25.5B224.32%
31
AMHAMERICAN HOMES 4 RENT
663,932$22.4B197.00%
32
ADCAGREE RLTY CORP
399,158$22.0B194.20%
33
ROICUSDRETAIL OPPORTUNITY INVTS COR
1,730,817$21.4B188.73%
34
OHIOMEGA HEALTHCARE INVS INC
445,319$14.8B130.06%
35
CUBECUBESMART
353,824$13.5B118.83%
36
MNDYMONDAY COM LTD
75,347$12.0B105.66%
37
SBCSABRA HEALTH CARE REIT INC
830,960$11.6B102.02%
38
JBGSJBG SMITH PPTYS
480,407$6.9B61.18%
39
UEURBAN EDGE PPTYS
446,067$6.8B59.95%