APG Asset Management US Inc. Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$17274.5T

Holdings

171

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (171 positions)

#StockSharesValue% PortfolioType
1
PLDPROLOGIS INC.
19,726,375$2523.4T14.61%
2
FQIDIGITAL RLTY TR INC
9,180,030$1302.7T7.54%
3
EQIXEQUINIX INC
1,417,952$1134.4T6.57%
4
AREALEXANDRIA REAL ESTATE EQ IN
7,256,939$910.7T5.27%
5
VENVENTAS INC
16,827,561$721.2T4.18%
6
EQREQUITY RESIDENTIAL
11,598,251$712.7T4.13%
7
PSAPUBLIC STORAGE
2,102,117$602.3T3.49%
8
INVHINVITATION HOMES INC
16,706,416$585.9T3.39%
9
NVDANVIDIA CORPORATION
544,259$491.8T2.85%
10
BXPBOSTON PROPERTIES INC
7,443,663$471.1T2.73%
11
OREALTY INCOME CORP
8,415,325$449.9T2.60%
12
COLDAMERICOLD REALTY TRUST INC
16,773,401$410.6T2.38%
13
EXREXTRA SPACE STORAGE INC
2,637,515$387.0T2.24%
14
MAAMID-AMER APT CMNTYS INC
2,869,500$369.3T2.14%
15
HYGISHARES TR
4,346,000$334.7T1.94%
16
KIMKIMCO RLTY CORP
14,713,570$280.9T1.63%
17
MSFTMICROSOFT CORP
528,027$224.2T1.30%
18
AVGOBROADCOM INC
155,949$210.6T1.22%
19
KRCKILROY RLTY CORP
5,380,747$189.2T1.10%
20
CUZCOUSINS PPTYS INC
7,963,581$184.4T1.07%
21
REGREGENCY CTRS CORP
3,064,603$182.8T1.06%
22
HRHEALTHCARE RLTY TR
12,566,887$177.3T1.03%
23
AAPLAPPLE INC
1,030,492$175.2T1.01%
24
UNHUNITEDHEALTH GROUP INC
334,236$163.7T0.95%
25
LLYELI LILLY & CO
202,742$154.2T0.89%
26
MRKMERCK & CO INC
1,014,859$132.9T0.77%
27
CRMSALESFORCE INC
410,908$124.2T0.72%
28
SPGSIMON PPTY GROUP INC NEW
787,061$120.8T0.70%
29
JNJJOHNSON & JOHNSON
686,103$108.3T0.63%
30
AVBAVALONBAY CMNTYS INC
584,923$106.1T0.61%
31
WELLWELLTOWER INC
1,152,867$106.1T0.61%
32
AMDADVANCED MICRO DEVICES INC
574,944$105.4T0.61%
33
VICIVICI PPTYS INC
3,361,736$99.5T0.58%
34
ORCLORACLE CORP
760,126$95.4T0.55%
35
ABBVABBVIE INC
505,062$91.3T0.53%
36
TMOTHERMO FISHER SCIENTIFIC INC
144,026$83.2T0.48%
37
QCOMQUALCOMM INC
341,936$58.7T0.34%
38
IBMINTERNATIONAL BUSINESS MACHS
308,796$58.6T0.34%
39
INTCINTEL CORP
1,289,131$57.4T0.33%
40
ACNACCENTURE PLC IRELAND
166,429$56.4T0.33%
41
ADBEADOBE INC
110,432$55.4T0.32%
42
INTUINTUIT
85,638$54.8T0.32%
43
SUISUN CMNTYS INC
428,979$53.8T0.31%
44
AMATAPPLIED MATLS INC
254,060$53.0T0.31%
45
DHRDANAHER CORPORATION
202,657$50.2T0.29%
46
ABTABBOTT LABS
443,681$49.7T0.29%
47
ANETEURARISTA NETWORKS INC
164,379$49.3T0.29%
48
NOWSERVICENOW INC
62,699$48.2T0.28%
49
FRTFEDERAL RLTY INVT TR NEW
470,232$47.4T0.27%
50
WPCWP CAREY INC
791,037$44.4T0.26%
51
AMGNAMGEN INC
155,089$43.9T0.25%
52
ZTSZOETIS INC
259,127$43.3T0.25%
53
ISRGINTUITIVE SURGICAL INC
108,400$42.8T0.25%
54
MUMICRON TECHNOLOGY INC
337,596$42.0T0.24%
55
TRNOTERRENO RLTY CORP
645,205$41.4T0.24%
56
LRCXEURLAM RESEARCH CORP
40,312$39.6T0.23%
57
RHPRYMAN HOSPITALITY PPTYS INC
335,800$38.9T0.23%
58
DELLDELL TECHNOLOGIES INC
325,105$38.9T0.23%
59
SYKSTRYKER CORPORATION
106,824$37.9T0.22%
60
WDAYWORKDAY INC
131,821$35.9T0.21%
61
HCAHCA HEALTHCARE INC
107,634$35.5T0.21%
62
ITGARTNER INC
72,264$34.5T0.20%
63
CSCOCISCO SYS INC
676,291$33.8T0.20%
64
MSIMOTOROLA SOLUTIONS INC
95,303$33.7T0.20%
65
MCKMCKESSON CORP
62,417$33.5T0.19%
66
VRTXVERTEX PHARMACEUTICALS INC
74,372$31.3T0.18%
67
DOCHEALTHPEAK PROPERTIES INC
1,665,784$30.9T0.18%
68
ADIANALOG DEVICES INC
151,731$29.8T0.17%
69
REGNREGENERON PHARMACEUTICALS
30,639$29.7T0.17%
70
KLACKLA CORP
41,553$29.5T0.17%
71
HSTHOST HOTELS & RESORTS INC
1,415,000$29.3T0.17%
72
SBCSABRA HEALTH CARE REIT INC
1,987,962$29.2T0.17%
73
AMHAMERICAN HOMES 4 RENT
803,932$29.2T0.17%
74
SHOPSHOPIFY INC
367,775$28.8T0.17%
75
BSXBOSTON SCIENTIFIC CORP
419,278$28.6T0.17%
76
TRMBTRIMBLE INC
445,896$28.2T0.16%
77
CITHE CIGNA GROUP
74,969$27.3T0.16%
78
WSTWEST PHARMACEUTICAL SVSC INC
68,320$27.1T0.16%
79
PANWPALO ALTO NETWORKS INC
96,451$27.0T0.16%
80
SNPSSYNOPSYS INC
46,475$26.8T0.16%
81
GILDGILEAD SCIENCES INC
361,120$26.3T0.15%
82
NTSTNETSTREIT CORP
1,439,683$26.3T0.15%
83
CDNSCADENCE DESIGN SYSTEM INC
83,186$26.0T0.15%
84
DC4DEXCOM INC
183,963$25.4T0.15%
85
IDXXIDEXX LABS INC
47,438$25.3T0.15%
86
IQVIQVIA HLDGS INC
98,390$24.5T0.14%
87
CUBECUBESMART
540,000$24.3T0.14%
88
HUMHUMANA INC
65,714$23.1T0.13%
89
ADCAGREE RLTY CORP
399,158$22.8T0.13%
90
ZBHZIMMER BIOMET HOLDINGS INC
174,195$22.6T0.13%
91
ZBRAZEBRA TECHNOLOGIES CORPORATI
75,055$22.6T0.13%
92
CRWDCROWDSTRIKE HLDGS INC
69,642$22.3T0.13%
93
ELVELEVANCE HEALTH INC
40,750$21.0T0.12%
94
ELSEQUITY LIFESTYLE PPTYS INC
330,707$20.9T0.12%
95
BRXBRIXMOR PPTY GROUP INC
920,000$20.9T0.12%
96
APHAMPHENOL CORP NEW
182,138$20.8T0.12%
97
BDXBECTON DICKINSON & CO
81,533$19.9T0.12%
98
NXPINXP SEMICONDUCTORS N V
78,805$19.4T0.11%
99
MRVLMARVELL TECHNOLOGY INC
264,521$19.4T0.11%
100
MDTMEDTRONIC PLC
211,068$18.4T0.11%
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