APG Asset Management US Inc.

Est. AUM

$12.98B

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PROLOGIS INC.	COM	$2.57B	19286830	19.81%	DFND
2	DIGITAL RLTY TR INC	COM	$1.56B	8619693	11.98%	DFND
3	EQUINIX INC	COM	$1.19B	1194365	9.16%	DFND
4	VENTAS INC	COM	$927.9M	11314857	7.15%	DFND
5	EQUITY RESIDENTIAL	SH BEN INT	$646.5M	10856563	4.98%	DFND
6	PUBLIC STORAGE OPER CO	COM	$578.7M	2094949	4.46%	DFND
7	REALTY INCOME CORP	COM	$553.1M	8937472	4.26%	DFND
8	ISHARES TR	IBOXX HI YD ETF	$491.9M	6197274	3.79%	DFND
9	INVITATION HOMES INC	COM	$397.0M	15975264	3.06%	DFND
10	MID-AMER APT CMNTYS INC	COM	$378.6M	3089712	2.92%	DFND
11	BXP INC	COM	$368.0M	7212581	2.84%	DFND
12	EXTRA SPACE STORAGE INC	COM	$362.4M	2735452	2.79%	DFND
13	WELLTOWER INC	COM	$336.5M	1692393	2.59%	DFND
14	KIMCO REALTY CORP	COM	$332.1M	14795116	2.56%	DFND
15	ALEXANDRIA REAL ESTATE EQ IN	COM	$302.2M	6981310	2.33%	DFND
16	REGENCY CTRS CORP	COM	$198.2M	2604387	1.53%	DFND
17	HEALTHCARE RLTY TR	CL A COM	$175.4M	10223995	1.35%	DFND
18	SIMON PPTY GROUP INC NEW	COM	$165.6M	880641	1.28%	DFND
19	COUSINS PPTYS INC	COM NEW	$162.9M	7310912	1.25%	DFND
20	AMERICOLD REALTY TRUST INC	COM	$144.0M	12824285	1.11%	DFND
21	KILROY REALTY CORP	COM	$131.8M	4692783	1.02%	DFND
22	VICI PPTYS INC	COM	$78.5M	2858536	0.60%	DFND
23	ISHARES TR	IBOXX INV CP ETF	$75.9M	698893	0.59%	DFND
24	IRON MTN INC DEL	COM	$71.1M	703912	0.55%	DFND
25	AVALONBAY CMNTYS INC	COM	$58.8M	356542	0.45%	DFND
26	HOST HOTELS & RESORTS INC	COM	$46.2M	2419699	0.36%	DFND
27	WP CAREY INC	COM	$40.2M	580007	0.31%	DFND
28	SUN CMNTYS INC	COM	$39.1M	307048	0.30%	DFND
29	ESSEX PPTY TR INC	COM	$38.8M	159780	0.30%	DFND
30	OMEGA HEALTHCARE INVS INC	COM	$32.2M	726429	0.25%	DFND
31	GAMING & LEISURE P	COM	$32.2M	726550	0.25%	DFND
32	EQUITY LIFESTYLE PROPERTIES	COM	$30.5M	481719	0.23%	DFND
33	FEDERAL RLTY INVT TR NEW	SH BEN INT NEW	$29.0M	273311	0.22%	DFND
34	UDR INC	COM	$28.4M	828243	0.22%	DFND
35	BRIXMOR PPTY GROUP INC	COM	$28.2M	978190	0.22%	DFND
36	HEALTHPEAK PROPERTIES INC	COM	$27.3M	1664514	0.21%	DFND
37	CAMDEN PPTY TR	SH BEN INT	$26.0M	264633	0.20%	DFND
38	AMERICAN HOMES 4 RENT	CL A	$23.1M	820421	0.18%	DFND
39	AGREE RLTY CORP	COM	$22.9M	302617	0.18%	DFND
40	NNN REIT INC	COM	$21.2M	500350	0.16%	DFND
41	CARETRUST REIT INC	COM	$20.3M	547906	0.16%	DFND
42	RYMAN HOSPITALITY PPTYS INC	COM	$19.9M	215740	0.15%	DFND
43	CUBESMART	COM	$19.9M	543544	0.15%	DFND
44	AMERICAN HEALTHCARE REIT INC	COM SHS	$19.6M	412177	0.15%	DFND
45	REXFORD INDL RLTY INC	COM	$18.5M	564554	0.14%	DFND
46	FIRST INDL RLTY TR INC	COM	$18.2M	309950	0.14%	DFND
47	KITE REALTY GROUP TRUST	COM NEW	$16.9M	691850	0.13%	DFND
48	STAG INDUSTRIAL INC	COM	$16.4M	452071	0.13%	DFND
49	ESSENTIAL PPTYS RLTY TR INC	COM	$16.2M	527707	0.12%	DFND
50	VORNADO RLTY TR	SH BEN INT	$15.6M	609224	0.12%	DFND

1–50 of 59

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.