APG Asset Management US Inc. Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$12.0B

Holdings

40

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (40 positions)

#StockSharesValue% PortfolioType
1
PLDPROLOGIS INC.
26,018,500$2.4T20234.77%
2
FQIDIGITAL RLTY TR INC
9,532,000$1.4T11287.65%
3
AREALEXANDRIA REAL ESTATE EQ IN
5,673,500$920.5B7670.62%
4
EQREQUITY RESIDENTIAL
14,070,000$827.6B6896.26%
5
PSAPUBLIC STORAGE
3,351,000$643.0B5358.23%
6
VENVENTAS INC
16,249,563$595.1B4958.55%
7
BXPBOSTON PPTYS LTD PARTNERSHIP
6,192,292$559.7B4663.57%
8
INVHINVITATION HOMES INC
18,256,000$502.6B4188.00%
9
MAAMID-AMER APT CMNTYS INC
3,355,000$384.7B3205.81%
10
EXREXTRA SPACE STORAGE INC
3,527,500$325.8B2715.14%
11
KRCKILROY RLTY CORP
5,498,000$322.7B2689.29%
12
SPGSIMON PPTY GROUP INC NEW
4,100,000$280.4B2336.19%
13
KIMKIMCO RLTY CORP
21,014,000$269.8B2248.38%
14
HTAEURHEALTHCARE TR AMER INC
10,118,000$268.3B2235.95%
15
JBGSJBG SMITH PPTYS
6,435,500$190.3B1585.73%
16
DOCHEALTHPEAK PROPERTIES INC
6,624,000$182.6B1521.22%
17
EQIXEQUINIX INC
257,370$180.8B1506.18%
18
OREALTY INCOME CORP
2,831,000$168.4B1403.63%
19
REGREGENCY CTRS CORP
3,340,000$153.3B1277.20%
20
VICIVICI PPTYS INC
6,974,000$140.8B1173.31%
21
UDRUDR INC
3,290,500$123.0B1024.94%
22
FRTEURFEDERAL REALTY INVT TR
1,385,500$118.1B983.76%
23
COLDAMERICOLD RLTY TR
3,221,000$116.9B974.30%
24
SUISUN CMNTYS INC
733,519$99.5B829.32%
25
TRNOTERRENO RLTY CORP
1,807,000$95.1B792.62%
26
ADCAGREE REALTY CORP
1,369,000$90.0B749.60%
27
CUZCOUSINS PPTYS INC
2,966,500$88.5B737.38%
28
CYRUSONE INC
1,120,500$81.5B679.26%
29
REXRREXFORD INDL RLTY INC
1,666,500$69.0B575.33%
30
SBCSABRA HEALTH CARE REIT INC
4,482,000$64.7B538.93%
31
AMHAMERICAN HOMES 4 RENT
2,209,500$59.4B495.27%
32
ELSEQUITY LIFESTYLE PPTYS INC
934,000$58.4B486.27%
33
UEURBAN EDGE PPTYS
3,820,500$45.3B377.89%
34
QTS RLTY TR INC
704,500$45.2B376.24%
35
HSTHOST HOTELS & RESORTS INC
3,995,000$43.1B359.20%
36
ARCPEURVEREIT INC
5,875,000$37.8B314.78%
37
HLTHILTON WORLDWIDE HLDGS INC
506,500$37.2B310.00%
38
ACCUSDAMERICAN CAMPUS CMNTYS INC
741,500$25.9B216.01%
39
CCOCLEAR CHANNEL OUTDOOR HLDGS
1,393,086$1.4B12.07%
40
IHRTIHEARTMEDIA INC
160,116$1.3B11.14%