APG Asset Management US Inc. Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$13.2T

Holdings

205

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (205 positions)

#StockSharesValue% PortfolioType
1
PLDPROLOGIS INC.
19,593,356$2.1T15.71%
2
FQIDIGITAL RLTY TR INC
8,676,792$1.5T11.67%
3
EQIXEQUINIX INC
1,199,243$1.1T8.58%
4
EQREQUITY RESIDENTIAL
11,664,576$837.0B6.35%
5
VENVENTAS INC
11,636,519$685.3B5.20%
6
AREALEXANDRIA REAL ESTATE EQ IN
6,832,496$666.5B5.06%
7
PSAPUBLIC STORAGE OPER CO
2,161,039$647.1B4.91%
8
BXPBXP INC
7,451,832$554.1B4.20%
9
INVHINVITATION HOMES INC
16,599,146$530.7B4.03%
10
OREALTY INCOME CORP
8,113,412$433.3B3.29%
11
MAAMID-AMER APT CMNTYS INC
2,798,000$432.5B3.28%
12
EXREXTRA SPACE STORAGE INC
2,533,561$379.0B2.88%
13
COLDAMERICOLD REALTY TRUST INC
16,391,300$350.8B2.66%
14
KIMKIMCO RLTY CORP
13,993,199$327.9B2.49%
15
HYGISHARES TR
4,100,500$322.5B2.45%
16
CUZCOUSINS PPTYS INC
7,853,306$240.6B1.83%
17
KRCKILROY RLTY CORP
4,380,886$177.2B1.34%
18
HRHEALTHCARE RLTY TR
10,148,808$172.0B1.31%
19
WELLWELLTOWER INC
1,338,117$168.6B1.28%
20
REGREGENCY CTRS CORP
2,023,988$149.6B1.14%
21
VICIVICI PPTYS INC
3,532,885$103.2B0.78%
22
SPGSIMON PPTY GROUP INC NEW
554,153$95.4B0.72%
23
UDRUDR INC
1,552,635$67.4B0.51%
24
IRMIRON MTN INC DEL
514,208$54.0B0.41%
25
SUISUN CMNTYS INC
412,168$50.7B0.38%
26
DOCHEALTHPEAK PROPERTIES INC
2,470,270$50.1B0.38%
27
AVBAVALONBAY CMNTYS INC
199,038$43.8B0.33%
28
WPCWP CAREY INC
760,019$41.4B0.31%
29
SBCSABRA HEALTH CARE REIT INC
2,206,617$38.2B0.29%
30
HSTHOST HOTELS & RESORTS INC
2,078,389$36.4B0.28%
31
BRXBRIXMOR PPTY GROUP INC
1,285,677$35.8B0.27%
32
AVGOBROADCOM INC
143,835$33.3B0.25%
33
REXRREXFORD INDL RLTY INC
840,689$32.5B0.25%
34
VNOVORNADO RLTY TR
733,774$30.8B0.23%
35
EPRTESSENTIAL PPTYS RLTY TR INC
908,199$28.4B0.22%
36
MSFTMICROSOFT CORP
62,095$26.2B0.20%
37
NVDANVIDIA CORPORATION
192,837$25.9B0.20%
38
AKRACADIA RLTY TR
1,053,152$25.4B0.19%
39
ADCAGREE RLTY CORP
360,343$25.4B0.19%
40
MACMACERICH CO
1,206,172$24.0B0.18%
41
ESSESSEX PPTY TR INC
82,813$23.6B0.18%
42
UEURBAN EDGE PPTYS
1,076,955$23.2B0.18%
43
RHPRYMAN HOSPITALITY PPTYS INC
201,366$21.0B0.16%
44
SKTTANGER INC
613,981$21.0B0.16%
45
FRTFEDERAL RLTY INVT TR NEW
180,824$20.2B0.15%
46
NTSTNETSTREIT CORP
1,139,263$16.1B0.12%
47
NSANATIONAL STORAGE AFFILIATES
402,093$15.2B0.12%
48
CURBCURBLINE PPTYS CORP
654,348$15.2B0.12%
49
SSENTINELONE INC
595,742$13.2B0.10%
50
SITCSITE CTRS CORP
802,381$12.3B0.09%
51
GRT-UGRANITE REAL ESTATE INVT TR
250,000$12.1B0.09%
52
LLYELI LILLY & CO
14,917$11.5B0.09%
53
CRMSALESFORCE INC
32,125$10.7B0.08%
54
IRTINDEPENDENCE RLTY TR INC
489,137$9.7B0.07%
55
UNHUNITEDHEALTH GROUP INC
19,083$9.7B0.07%
56
UMHUMH PPTYS INC
483,116$9.1B0.07%
57
ORCLORACLE CORP
52,339$8.7B0.07%
58
AHRAMERICAN HEALTHCARE REIT INC
292,952$8.3B0.06%
59
SHOSUNSTONE HOTEL INVS INC NEW
662,011$7.8B0.06%
60
LINELINEAGE INC
119,081$7.0B0.05%
61
NOWSERVICENOW INC
6,386$6.8B0.05%
62
CSCOCISCO SYS INC
113,779$6.7B0.05%
63
CTOCTO RLTY GROWTH INC NEW
329,763$6.5B0.05%
64
ABBVABBVIE INC
36,502$6.5B0.05%
65
INTUINTUIT
9,828$6.2B0.05%
66
AMDADVANCED MICRO DEVICES INC
50,949$6.2B0.05%
67
QCOMQUALCOMM INC
35,068$5.4B0.04%
68
MRKMERCK & CO INC
52,382$5.2B0.04%
69
MPTMEDICAL PPTYS TRUST INC
1,318,696$5.2B0.04%
70
ADBEADOBE INC
11,424$5.1B0.04%
71
PLTRPALANTIR TECHNOLOGIES INC
62,734$4.7B0.04%
72
ANETARISTA NETWORKS INC
39,012$4.3B0.03%
73
TXNTEXAS INSTRS INC
22,549$4.2B0.03%
74
TMOTHERMO FISHER SCIENTIFIC INC
7,894$4.1B0.03%
75
SHOPSHOPIFY INC
38,167$4.1B0.03%
76
ISRGINTUITIVE SURGICAL INC
7,343$3.8B0.03%
77
PANWPALO ALTO NETWORKS INC
20,632$3.8B0.03%
78
AMATAPPLIED MATLS INC
22,072$3.6B0.03%
79
PFEPFIZER INC
117,103$3.1B0.02%
80
DHRDANAHER CORPORATION
13,432$3.1B0.02%
81
MRVLMARVELL TECHNOLOGY INC
26,667$2.9B0.02%
82
MUMICRON TECHNOLOGY INC
34,903$2.9B0.02%
83
AMGNAMGEN INC
11,104$2.9B0.02%
84
LRCXLAM RESEARCH CORP
39,960$2.9B0.02%
85
BSXBOSTON SCIENTIFIC CORP
30,432$2.7B0.02%
86
INTCINTEL CORP
134,606$2.7B0.02%
87
KLACKLA CORP
4,134$2.6B0.02%
88
SYKSTRYKER CORPORATION
7,087$2.6B0.02%
89
APHAMPHENOL CORP NEW
36,408$2.5B0.02%
90
CRWDCROWDSTRIKE HLDGS INC
7,326$2.5B0.02%
91
CDNSCADENCE DESIGN SYSTEM INC
8,249$2.5B0.02%
92
MSIMOTOROLA SOLUTIONS INC
5,252$2.4B0.02%
93
GILDGILEAD SCIENCES INC
25,728$2.4B0.02%
94
BMYBRISTOL-MYERS SQUIBB CO
41,897$2.4B0.02%
95
SNPSSYNOPSYS INC
4,616$2.2B0.02%
96
VRTXVERTEX PHARMACEUTICALS INC
5,334$2.1B0.02%
97
APPAPPLOVIN CORP
6,546$2.1B0.02%
98
ADSKAUTODESK INC
6,768$2.0B0.02%
99
FTNTFORTINET INC
20,467$1.9B0.01%
100
ELVELEVANCE HEALTH INC
4,792$1.8B0.01%
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