13F INSTITUTION · CIK 0001323255 · 2026-Q2 · filed Aug 12, 2026

Apg Asset Management Us

APG ASSET MANAGEMENT US INC.
$14.3B
13F long value · 2026-Q2
Positions61
CategoryAsset Manager
Quarters tracked9
● #424 of 581 by 13F value
Size rank 3/10
2 NEW
Snapshot
Apg Asset Management Us's 13F portfolio at a glance — size, concentration and this quarter's activity.
13F value (AUM)
$14.3B
Positions
61
Top 61 weight
100.0%
Quarters tracked
9
Latest 13F filed
Aug 12, 2026
New positions
2
13F value by quarter
Total reported long value each quarter — fund flows plus market moves.
$17.5B
2024-Q2
$14.8B
2024-Q3
$13.2B
2024-Q4
$13.1B
2025-Q1
$13.4B
2025-Q2
$13.6B
2025-Q3
$12.8B
2025-Q4
$13.0B
2026-Q1
$14.3B
2026-Q2
Top holdings — 2026-Q2
The fund's largest reported positions.
TickerIssuerWeightValueSharesSince 2026-Q2
PLD PROLOGIS INC.18.5%$2.6B19.3M+2.4%
DLR DIGITAL RLTY TR INC10.7%$1.5B8.6M+11.4%
EQIX EQUINIX INC8.5%$1.2B1.2M+7.5%
VTR VENTAS INC7.1%$1.0B11.3M-5.5%
VMRK EQUITY RESIDENTIAL5.2%$745.1M10.9M—
PSA PUBLIC STORAGE4.8%$679.5M2.1M-5.4%
HYG ISHARES TR4.0%$570.3M7.2M+1.2%
O REALTY INCOME CORP3.9%$551.5M8.9M+1.5%
BXP BXP INC3.4%$489.9M7.2M-14.4%
INVH INVITATION HOMES INC3.4%$484.8M16.0M-10.3%
MAA MID-AMER APT CMNTYS INC3.0%$432.4M3.1M-10.4%
EXR EXTRA SPACE STORAGE INC2.8%$404.8M2.7M-5.3%
WELL WELLTOWER INC2.7%$389.6M1.7M-8.8%
ARE ALEXANDRIA REAL ESTATE EQ IN2.6%$370.1M7.0M-14.1%
KIM KIMCO REALTY CORP2.6%$370.1M14.8M-4.8%
Quarterly changes — 2026-Q2
What Apg Asset Management Us opened, added, trimmed and exited this quarter, largest dollar moves first.
ActionTickerIssuerPrev sharesCurr sharesChangeValue Δ
NEWEGPEASTGROUP PPTYS INC—128.2K—+$26.3M
NEWEPREPR PPTYS—200.2K—+$11.6M
Conviction over time
Portfolio weight of the current top long holdings, quarter by quarter — rising weight = growing conviction.
PLD 18.5%
DLR 10.7%
EQIX 8.5%
VTR 7.1%
VMRK 5.2%
PSA 4.8%
HYG 4.0%
O 3.9%
BXP 3.4%
INVH 3.4%