APG Asset Management US Inc. Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$11.4T

Holdings

39

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (39 positions)

#StockSharesValue% PortfolioType
1
PLDPROLOGIS INC.
19,741,375$2.2T19.51%
2
FQIDIGITAL RLTY TR INC
9,255,030$1.1T9.87%
3
EQIXEQUINIX INC
1,411,652$1.0T9.03%
4
VENVENTAS INC
17,077,561$719.5B6.34%
5
AREALEXANDRIA REAL ESTATE EQ IN
7,177,446$718.5B6.33%
6
EQREQUITY RESIDENTIAL
11,526,535$676.7B5.96%
7
INVHINVITATION HOMES INC
16,706,416$529.4B4.66%
8
COLDAMERICOLD REALTY TRUST INC
17,275,627$525.4B4.63%
9
PSAPUBLIC STORAGE
1,981,495$522.2B4.60%
10
BXPBOSTON PROPERTIES INC
7,443,663$442.7B3.90%
11
MAAMID-AMER APT CMNTYS INC
2,982,947$383.8B3.38%
12
OREALTY INCOME CORP
7,450,262$372.1B3.28%
13
EXREXTRA SPACE STORAGE INC
2,915,693$354.5B3.12%
14
KIMKIMCO RLTY CORP
15,793,570$277.8B2.45%
15
REGREGENCY CTRS CORP
3,064,603$182.2B1.60%
16
HRHEALTHCARE RLTY TR
11,218,358$171.3B1.51%
17
CUZCOUSINS PPTYS INC
8,358,926$170.3B1.50%
18
KRCKILROY RLTY CORP
5,124,912$162.0B1.43%
19
AVBAVALONBAY CMNTYS INC
584,923$100.5B0.88%
20
VICIVICI PPTYS INC
3,361,736$97.8B0.86%
21
SPGSIMON PPTY GROUP INC NEW
742,061$80.2B0.71%
22
WELLWELLTOWER INC
907,700$74.4B0.65%
23
TRNOTERRENO RLTY CORP
973,958$55.3B0.49%
24
SUISUN CMNTYS INC
389,951$46.1B0.41%
25
FRTFEDERAL RLTY INVT TR NEW
470,232$42.6B0.38%
26
WPCWP CAREY INC
695,104$37.6B0.33%
27
DOCHEALTHPEAK PROPERTIES INC
1,987,303$36.5B0.32%
28
ELSEQUITY LIFESTYLE PPTYS INC
455,948$29.0B0.26%
29
RHPRYMAN HOSPITALITY PPTYS INC
335,800$28.0B0.25%
30
NTSTNETSTREIT CORP
1,634,683$25.5B0.22%
31
AMHAMERICAN HOMES 4 RENT
663,932$22.4B0.20%
32
ADCAGREE RLTY CORP
399,158$22.0B0.19%
33
ROICUSDRETAIL OPPORTUNITY INVTS COR
1,730,817$21.4B0.19%
34
OHIOMEGA HEALTHCARE INVS INC
445,319$14.8B0.13%
35
CUBECUBESMART
353,824$13.5B0.12%
36
MNDYMONDAY COM LTD
75,347$12.0B0.11%
37
SBCSABRA HEALTH CARE REIT INC
830,960$11.6B0.10%
38
JBGSJBG SMITH PPTYS
480,407$6.9B0.06%
39
UEURBAN EDGE PPTYS
446,067$6.8B0.06%