APG Asset Management US Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), APG Asset Management US Inc. reported 61 stock positions worth $14.3 billion. Its top holding was Prologis (PLD) at 18.5% of the portfolio, followed by Digital Realty Trust (DLR, 10.7%) and Equinix (EQIX, 8.5%). Compared with Q1 2026, it opened 2 new positions, added to 14 and reduced 6. The biggest buy was BXP (BXP, shares +0%) and the biggest sale Realty Income (O, shares −0%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001323255
Portfolio Value
$14.3B (Q2 2026)
SEC Filing
0001323255-26-000010 ↗ filed Aug 12, 2026

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $17.3B Q1 2024 Q2 2024: $17.5B Q2 2024 Q3 2024: $14.8B Q3 2024 Q4 2024: $13.2B Q4 2024 Q1 2025: $13.1B Q1 2025 Q2 2025: $13.4B Q2 2025 Q3 2025: $13.6B Q3 2025 Q4 2025: $12.8B Q4 2025 Q1 2026: $13.0B Q1 2026 Q2 2026: $14.3B $14.3B Q2 2026

Holdings 61 stocks · $14.3B
PLD Prologis Inc. 18.49% 19,286,830 $2.6B No change
DLR Digital Realty Trust Inc. 10.65% 8,619,693 $1.5B No change
EQIX Equinix Inc. 8.48% 1,194,365 $1.2B No change
VTR Ventas Inc. 7.11% 11,314,857 $1.0B No change
VMRK Vivmark Residential filed as EQUITY RESIDENTIAL 5.22% 10,856,563 $745.1M No change
PSA Public Storage 4.76% 2,103,577 $679.5M Add +0.4%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui 4.00% 7,166,024 $570.3M Add +15.6%
O Realty Income Corp. 3.86% 8,921,361 $551.5M Reduce -0.2%
BXP BXP Inc. 3.43% 7,230,130 $489.9M Add +0.2%
INVH Invitation Homes Inc. 3.40% 15,975,264 $484.8M No change
MAA Mid-America Apartment Comm 3.03% 3,089,712 $432.4M No change
EXR Extra Space Storage Inc. 2.84% 2,748,149 $404.8M Add +0.5%
WELL Welltower Inc. 2.73% 1,692,393 $389.6M No change
ARE Alexandria Real Estate Equit 2.59% 6,981,310 $370.1M No change
KIM Kimco Realty Corp. 2.59% 14,754,881 $370.1M Reduce -0.3%
CUZ Cousins Properties Inc. 1.57% 7,323,308 $224.5M Add +0.2%
HR Healthcare Realty Trust Inc. 1.45% 10,223,995 $207.4M No change
REG Regency Centers Corp. 1.44% 2,593,992 $205.9M Reduce -0.4%
COLD Americold Realty Trust Inc. 1.44% 12,824,285 $205.4M No change
SPG Simon Property Group Inc. 1.40% 892,987 $199.1M Add +1.4%
KRC Kilroy Realty Corp. 1.29% 4,701,496 $184.1M Add +0.2%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.60% 703,912 $85.8M No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.60% 786,699 $85.3M Add +12.6%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.52% 2,847,561 $74.8M Reduce -0.4%
AVB Avalonbay Communities Inc. 0.48% 356,542 $67.9M No change
HST Host Hotels & Resorts Inc. 0.40% 2,419,699 $56.5M No change
ESS Essex Property Trust Inc. 0.33% 159,780 $47.2M No change
WPC WP Carey Inc. 0.29% 580,007 $41.1M No change
SUI Sun Communities Inc. filed as SUN CMNTYS INC 0.26% 307,048 $37.1M No change
DOC Healthpeak Properties Inc. 0.25% 1,664,514 $36.0M No change
OHI Omega Healthcare Investors 0.25% 726,429 $35.0M No change
UDR Udr Inc. 0.24% 828,243 $33.6M No change
FRT Federal Realty Invs Trust 0.23% 269,876 $32.5M Reduce -1.3%
GLPI Gaming and Leisure Propertie 0.22% 726,550 $31.7M No change
ELS Equity Lifestyle Properties 0.22% 481,719 $31.3M No change
CPT Camden Property Trust 0.21% 264,633 $30.6M No change
BRX Brixmor Property Group Inc. 0.21% 966,273 $30.2M Reduce -1.2%
AMH American Homes 4 Rent- A 0.19% 820,421 $27.7M No change
RHP Ryman Hospitality Properties 0.19% 215,740 $26.9M No change
EGP Eastgroup Properties Inc. 0.18% 128,218 $26.3M New
VNO Vornado Realty Trust 0.18% 633,629 $25.4M Add +4.0%
AHR American Healthcare REIT Inc. 0.17% 444,285 $23.8M Add +7.8%
NNN NNN REIT Inc. 0.16% 500,350 $23.3M No change
ADC Agree Realty Corp. 0.16% 302,617 $23.1M No change
CUBE Cubesmart 0.16% 561,129 $22.5M Add +3.2%
CTRE Caretrust REIT Inc. 0.16% 547,906 $22.4M No change
KRG Kite Realty Group Trust 0.14% 691,850 $19.6M No change
FR First Industrial Realty TR 0.13% 309,950 $19.1M No change
REXR Rexford Industrial Realty Inc. 0.13% 564,554 $19.0M No change
STAG Stag Industrial Inc. 0.12% 452,071 $17.3M No change
TRNO Terreno Realty Corp. 0.11% 245,177 $16.2M No change
EPRT Essential Properties Realty 0.11% 527,707 $15.8M No change
SLG SL Green Realty Corp. 0.09% 250,972 $13.1M Add +2.1%
SBRA Sabra Health Care REIT Inc. 0.09% 621,369 $12.2M Add +7.2%
EPR Epr Properties filed as EPR PPTYS 0.08% 200,183 $11.6M New
IRT Independence Realty Trust Inc. 0.07% 598,765 $10.3M No change
PK Park Hotels & Resorts Inc. 0.07% 692,908 $9.8M No change
BKLN Invesco Senior Loan ETF 0.07% 480,000 $9.8M No change
NSA National Storage Affiliates 0.05% 172,054 $7.8M Add +1.8%
LINE Lineage Inc. 0.05% 169,598 $7.4M No change
MPT Medical Properties Trust Inc. 0.04% 1,228,345 $5.6M No change

Portfolio Sells Q1 2026 → Q2 2026
O Realty Income Corp. Reduce -0.2% 3.86% −0.40
REG Regency Centers Corp. Reduce -0.4% 1.44% −0.08
VICI Vici Properties Inc. Reduce -0.4% 0.52% −0.08
BRX Brixmor Property Group Inc. Reduce -1.2% 0.21% −0.01
FRT Federal Realty Invs Trust Reduce -1.3% 0.23% +0.00
KIM Kimco Realty Corp. Reduce -0.3% 2.59% +0.03

Portfolio Buys Q1 2026 → Q2 2026
BXP BXP Inc. Add +0.2% 3.43% +0.60
CUZ Cousins Properties Inc. Add +0.2% 1.57% +0.32
PSA Public Storage Add +0.4% 4.76% +0.30
KRC Kilroy Realty Corp. Add +0.2% 1.29% +0.27
HYG Ishr Ibx Usd Hiyld CB ETF-Ui Add +15.6% 4.00% +0.21
EGP Eastgroup Properties Inc. New 0.18% +0.18
SPG Simon Property Group Inc. Add +1.4% 1.40% +0.12
EPR Epr Properties New 0.08% +0.08
VNO Vornado Realty Trust Add +4.0% 0.18% +0.06
EXR Extra Space Storage Inc. Add +0.5% 2.84% +0.04
SLG SL Green Realty Corp. Add +2.1% 0.09% +0.02
AHR American Healthcare REIT Inc. Add +7.8% 0.17% +0.02
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +12.6% 0.60% +0.01
CUBE Cubesmart Add +3.2% 0.16% +0.00
NSA National Storage Affiliates Add +1.8% 0.05% +0.00
SBRA Sabra Health Care REIT Inc. Add +7.2% 0.09% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 61$14.3BPLD, DLR, EQIX, VTR, VMRK
Q1 2026 59$13.0BPLD, DLR, EQIX, VTR, VMRK
Q4 2025 57$12.8BPLD, DLR, EQIX, VTR, VMRK
Q3 2025 184$13.6BPLD, DLR, EQIX, VTR, VMRK
Q2 2025 189$13.4BPLD, DLR, EQIX, VMRK, VTR
Q1 2025 203$13.1BPLD, DLR, EQIX, VMRK, VTR
Q4 2024 205$13.2BPLD, DLR, EQIX, VMRK, VTR
Q3 2024 156$14.8BPLD, DLR, EQIX, VMRK, VTR
Q2 2024 168$17.5BPLD, DLR, EQIX, ARE, VMRK
Q1 2024 171$17.3BPLD, DLR, EQIX, ARE, VTR