StockDriftsStockDriftsTop 50 Apg Asset Management US INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | 18.49% | 19.29M | $2.64B | +0.00%(+0) | $48.82(+183.94%) | 2026-06-30 | |
| DLR | DIGITAL RLTY TR INC | 10.65% | 8.62M | $1.52B | +0.00%(+0) | $91.40(+110.12%) | 2026-06-30 | |
| EQIX | EQUINIX INC | 8.48% | 1.19M | $1.21B | +0.00%(+0) | $741.76(+41.48%) | 2026-06-30 | |
| VTR | VENTAS INC | 7.11% | 11.31M | $1.01B | +0.00%(+0) | $52.78(+68.12%) | 2026-06-30 | |
| EQR | EQUITY RESIDENTIAL | 5.22% | 10.86M | $745.1M | +0.00%(+0) | $54.35(+20.60%) | 2026-06-30 | |
| PSA | PUBLIC STORAGE | 4.76% | 2.10M | $679.5M | +0.41%(+8.63K) | $152.82(+111.95%) | 2026-06-30 | |
| HYG | ISHARES TR | 4% | 7.17M | $570.3M | +15.63%(+968.75K) | $78.42(+1.44%) | 2026-06-30 | |
| O | REALTY INCOME CORP | 3.86% | 8.92M | $551.5M | -0.18%(-16.11K) | $59.34(+4.10%) | 2026-06-30 | |
| BXP | BXP INC | 3.43% | 7.23M | $489.9M | +0.24%(+17.55K) | $98.93(-31.57%) | 2026-06-30 | |
| INVH | INVITATION HOMES INC | 3.4% | 15.98M | $484.8M | +0.00%(+0) | $24.21(+23.12%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +4.30% | +13.46% | -0.79% | -3.88% |
| Top 20 Holdings Unweighted | +4.46% | +13.99% | -0.83% | -4.08% |
Apg Asset Management US INC reports $14.27B in US-listed equity holdings across 61 positions in its most recent 13F filing. Its largest disclosed positions are PLD (18.5%), DLR (10.7%) and EQIX (8.5%). The top 20 holdings account for 90.48% of reported assets. Its disclosed equity book has returned +13.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Apg Asset Management US INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1323255). View Apg Asset Management US INC’s 13F filings on SEC