Now live: Pro — the full 13F research suite for serious investorsSee pricing →
APG Asset Management US Inc.

Q4 2023 · 13F-HR

APG Asset Management US Inc.holdings as filed

Filed 2024-02-13 · accession 0001323255-24-000005

$17.32B
Reported value
224
Positions
2023-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74340W103PLDPROLOGIS INC.$2.63B15.2%19,741,375CommonSHARED
253868103DLRDIGITAL RLTY TR INC$1.25B7.19%9,255,030CommonSHARED
29444U700EQIXEQUINIX INC$1.14B6.57%1,411,652CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$914.9M5.28%7,216,689CommonSHARED
92276F100VTRVENTAS INC$851.1M4.92%17,077,561CommonSHARED
29476L107EQREQUITY RESIDENTIAL$709.3M4.10%11,598,251CommonSHARED
74460D109PSAPUBLIC STORAGE$632.8M3.65%2,074,617CommonSHARED
46187W107INVHINVITATION HOMES INC$569.9M3.29%16,706,416CommonSHARED
101121101BXPBOSTON PROPERTIES INC$522.3M3.02%7,443,663CommonSHARED
03064D108COLDAMERICOLD REALTY TRUST INC$517.1M2.99%17,081,401CommonSHARED
756109104OREALTY INCOME CORP$472.1M2.73%8,221,575CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$452.1M2.61%2,819,515CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$394.6M2.28%2,934,500CommonSHARED
464287242LQDISHARES TR$343.5M1.98%3,103,853CommonSHARED
49446R109KIMKIMCO RLTY CORP$336.6M1.94%15,793,570CommonSHARED
464288513HYGISHARES TR$247.3M1.43%3,196,000CommonSHARED
42226K105HRHEALTHCARE RLTY TR$216.5M1.25%12,566,887CommonSHARED
49427F108KRCKILROY RLTY CORP$214.4M1.24%5,380,747CommonSHARED
758849103REGREGENCY CTRS CORP$205.3M1.19%3,064,603CommonSHARED
222795502CUZCOUSINS PPTYS INC$193.9M1.12%7,963,581CommonSHARED
67066G104NVDANVIDIA CORPORATION$181.1M1.05%365,728CommonSHARED
037833100AAPLAPPLE INC$150.7M0.87%782,699CommonSHARED
594918104MSFTMICROSOFT CORP$132.9M0.77%353,378CommonSHARED
11135F101AVGOBROADCOM INC$114.8M0.66%102,819CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$114.3M0.66%217,199CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$109.5M0.63%584,923CommonSHARED
925652109VICIVICI PPTYS INC$107.2M0.62%3,361,736CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$105.8M0.61%742,061CommonSHARED
G3421J106FERG1GBXFERGUSON PLC NEW$89.8M0.52%464,897CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$88.2M0.51%250,559CommonSHARED
95040Q104WELLWELLTOWER INC$87.2M0.50%966,867CommonSHARED
532457108LLYELI LILLY & CO$81.0M0.47%138,905CommonSHARED
775711104ROLROLLINS INC$77.1M0.45%1,764,936CommonSHARED
G8473T100STESTERIS PLC$75.0M0.43%340,972CommonSHARED
58933Y105MRKMERCK & CO INC$73.9M0.43%678,023CommonSHARED
478160104JNJJOHNSON & JOHNSON$73.7M0.43%470,282CommonSHARED
79466L302CRMSALESFORCE INC$71.6M0.41%272,274CommonSHARED
11133T103BRBROADRIDGE FINL SOLUTIONS IN$70.5M0.41%342,640CommonSHARED
553498106MSAMSA SAFETY INC$69.1M0.40%409,090CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$67.5M0.39%246,868CommonSHARED
G0176J109ALLEALLEGION PLC$66.4M0.38%524,499CommonSHARED
902252105TYLTYLER TECHNOLOGIES INC$57.5M0.33%137,504CommonSHARED
866674104SUISUN CMNTYS INC$57.3M0.33%428,979CommonSHARED
513272104LWLAMB WESTON HLDGS INC$56.7M0.33%524,552CommonSHARED
426281101JKHYHENRY JACK & ASSOC INC$54.6M0.32%333,837CommonSHARED
00287Y109ABBVABBVIE INC$53.6M0.31%346,025CommonSHARED
92936U109WPCWP CAREY INC$51.3M0.30%791,037CommonSHARED
88146M101TRNOTERRENO RLTY CORP$51.1M0.30%815,205CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$49.1M0.28%92,477CommonSHARED
313745101FRTFEDERAL RLTY INVT TR NEW$48.5M0.28%470,232CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$47.7M0.28%323,566CommonSHARED
00724F101ADBEADOBE INC$45.9M0.26%76,860CommonSHARED
68389X105ORCLORACLE CORP$43.4M0.25%411,277CommonSHARED
458140100INTCINTEL CORP$42.1M0.24%838,724CommonSHARED
89400J107TRUTRANSUNION$41.4M0.24%603,150CommonSHARED
G1151C101ACNACCENTURE PLC IRELAND$40.6M0.23%115,770CommonSHARED
057665200BCPCBALCHEM CORP$39.2M0.23%263,289CommonSHARED
929236107WDFCWD 40 CO$38.1M0.22%159,544CommonSHARED
91879Q109MTNVAIL RESORTS INC$37.7M0.22%176,532CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$37.0M0.21%335,800CommonSHARED
461202103INTUINTUIT$35.1M0.20%56,158CommonSHARED
002824100ABTABBOTT LABS$33.0M0.19%300,214CommonSHARED
747525103QCOMQUALCOMM INC$32.3M0.19%223,496CommonSHARED
235851102DHRDANAHER CORPORATION$31.8M0.18%137,522CommonSHARED
031162100AMGNAMGEN INC$30.2M0.17%104,865CommonSHARED
040413106ANETEURARISTA NETWORKS INC$29.3M0.17%124,343CommonSHARED
64119V303NTSTNETSTREIT CORP$29.2M0.17%1,634,683CommonSHARED
81762P102NOWSERVICENOW INC$28.9M0.17%40,877CommonSHARED
98978V103ZTSZOETIS INC$28.7M0.17%145,549CommonSHARED
17275R102CSCOCISCO SYS INC$28.6M0.17%565,604CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$27.6M0.16%1,392,373CommonSHARED
038222105AMATAPPLIED MATLS INC$27.2M0.16%167,521CommonSHARED
459200101IBMINTERNATIONAL BUSINESS MACHS$26.5M0.15%161,787CommonSHARED
008492100ADCAGREE RLTY CORP$25.1M0.15%399,158CommonSHARED
98138H101WDAYWORKDAY INC$25.1M0.15%90,993CommonSHARED
76131N101ROICUSDRETAIL OPPORTUNITY INVTS COR$24.3M0.14%1,730,817CommonSHARED
02665T306AMHAMERICAN HOMES 4 RENT$23.9M0.14%663,932CommonSHARED
29472R108ELSEQUITY LIFESTYLE PPTYS INC$23.3M0.13%330,707CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$23.1M0.13%68,618CommonSHARED
78573L106SBRASABRA HEALTH CARE REIT INC$22.7M0.13%1,592,962CommonSHARED
512807108LRCXEURLAM RESEARCH CORP$20.6M0.12%26,337CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$20.5M0.12%50,405CommonSHARED
717081103PFEPFIZER INC$20.3M0.12%704,456CommonSHARED
40412C101HCAHCA HEALTHCARE INC$20.1M0.12%74,425CommonSHARED
863667101SYKSTRYKER CORPORATION$20.0M0.12%66,753CommonSHARED
375558103GILDGILEAD SCIENCES INC$19.8M0.11%244,266CommonSHARED
032654105ADIANALOG DEVICES INC$19.7M0.11%99,253CommonSHARED
78463M107SPSCSPS COMM INC$18.8M0.11%96,880CommonSHARED
595112103MUMICRON TECHNOLOGY INC$18.7M0.11%219,473CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$18.4M0.11%20,925CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$18.2M0.11%61,807CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$17.7M0.10%111,417CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$16.6M0.10%286,970CommonSHARED
882508104TXNTEXAS INSTRS INC$16.4M0.09%95,956CommonSHARED
366651107ITGARTNER INC$15.8M0.09%35,029CommonSHARED
482480100KLACKLA CORP$15.8M0.09%27,148CommonSHARED
871607107SNPSSYNOPSYS INC$15.7M0.09%30,454CommonSHARED
46266C105IQVIQVIA HLDGS INC$15.6M0.09%67,538CommonSHARED
125523100CITHE CIGNA GROUP$15.6M0.09%51,967CommonSHARED
58155Q103MCKMCKESSON CORP$15.6M0.09%33,608CommonSHARED
G5960L103MDTMEDTRONIC PLC$15.5M0.09%188,522CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$15.5M0.09%202,507CommonSHARED
444859102HUMHUMANA INC$14.9M0.09%32,529CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$14.8M0.09%54,473CommonSHARED
036752103ELVELEVANCE HEALTH INC$14.6M0.08%30,985CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$14.5M0.08%119,389CommonSHARED
82509L107SHOPSHOPIFY INC$14.3M0.08%183,124CommonSHARED
075887109BDXBECTON DICKINSON & CO$13.6M0.08%55,939CommonSHARED
126650100CVSCVS HEALTH CORP$13.5M0.08%170,521CommonSHARED
45168D104IDXXIDEXX LABS INC$12.8M0.07%23,067CommonSHARED
252131107DXCMDEXCOM INC$12.2M0.07%98,368CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$11.8M0.07%51,565CommonSHARED
032095101APHAMPHENOL CORP NEW$11.8M0.07%119,303CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$11.6M0.07%21,278CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$11.5M0.07%44,985CommonSHARED
833445109SNOWSNOWFLAKE INC$11.1M0.06%55,958CommonSHARED
76169C100REXRREXFORD INDL RLTY INC$10.5M0.06%187,429CommonSHARED
052769106ADSKAUTODESK INC$10.5M0.06%42,967CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$10.4M0.06%33,359CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$10.4M0.06%171,928CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$9.8M0.06%108,428CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$9.7M0.06%189,274CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$9.0M0.05%118,619CommonSHARED
H84989104TEL1USDTE CONNECTIVITY LTD$8.9M0.05%63,064CommonSHARED
91704F104UEURBAN EDGE PPTYS$8.2M0.05%446,067CommonSHARED
229663109CUBECUBESMART$8.1M0.05%175,000CommonSHARED
15135B101CNCCENTENE CORP DEL$7.9M0.05%107,019CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$7.8M0.05%56,360CommonSHARED
34959E109FTNTFORTINET INC$7.8M0.05%133,335CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$7.7M0.04%101,376CommonSHARED
H01301128ALCALCON AG$7.6M0.04%97,954CommonSHARED
049468101TEAMATLASSIAN CORPORATION$7.3M0.04%30,689CommonSHARED
681936100OHIOMEGA HEALTHCARE INVS INC$7.2M0.04%235,650CommonSHARED
682189105ONON SEMICONDUCTOR CORP$7.2M0.04%86,262CommonSHARED
336433107FSLRFIRST SOLAR INC$6.9M0.04%40,293CommonSHARED
03073E105CORCENCORA INC$6.9M0.04%33,472CommonSHARED
03662Q105AKXANSYS INC$6.3M0.04%17,392CommonSHARED
60770K107MRNAMODERNA INC$6.2M0.04%62,655CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$6.2M0.04%80,251CommonSHARED
23804L103DDOGDATADOG INC$6.1M0.04%50,476CommonSHARED
303250104FICOFAIR ISAAC CORP$5.8M0.03%5,005CommonSHARED
60937P106MDBMONGODB INC$5.8M0.03%14,165CommonSHARED
922475108VEEVVEEVA SYS INC$5.8M0.03%29,897CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$5.7M0.03%9,059CommonSHARED
254709108DFSEURDISCOVER FINL SVCS$5.6M0.03%49,554CommonSHARED
443573100HUBSHUBSPOT INC$5.5M0.03%9,460CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$5.2M0.03%4,270CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$5.0M0.03%49,687CommonSHARED
219350105GLWCORNING INC$4.9M0.03%161,539CommonSHARED
416515104HIGHARTFORD FINL SVCS GROUP INC$4.9M0.03%60,836CommonSHARED
90384S303ULTAULTA BEAUTY INC$4.9M0.03%9,916CommonSHARED
761152107RMDRESMED INC$4.9M0.03%28,222CommonSHARED
02043Q107ALNYALNYLAM PHARMACEUTICALS INC$4.7M0.03%24,497CommonSHARED
316773100FITBFIFTH THIRD BANCORP$4.7M0.03%134,998CommonSHARED
18915M107NETCLOUDFLARE INC$4.6M0.03%55,131CommonSHARED
233331107DTEDTE ENERGY CO$4.5M0.03%40,792CommonSHARED
55261F104MTBM & T BK CORP$4.4M0.03%32,020CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$4.4M0.03%257,477CommonSHARED
754730109RJFRAYMOND JAMES FINL INC$4.4M0.03%39,100CommonSHARED
452327109ILMNILLUMINA INC$4.2M0.02%30,334CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$4.2M0.02%9,408CommonSHARED
69370C100PTCPTC INC$4.2M0.02%23,766CommonSHARED
29364G103ETRENTERGY CORP NEW$4.1M0.02%40,785CommonSHARED
466313103JBLJABIL INC$4.0M0.02%31,713CommonSHARED
631103108NDAQNASDAQ INC$4.0M0.02%68,336CommonSHARED
50540R409LSILABORATORY CORP AMER HLDGS$3.9M0.02%17,237CommonSHARED
023608102AEEAMEREN CORP$3.9M0.02%54,084CommonSHARED
237194105DRIDARDEN RESTAURANTS INC$3.9M0.02%23,744CommonSHARED
98980G102ZSZSCALER INC$3.9M0.02%17,574CommonSHARED
016255101ALGNALIGN TECHNOLOGY INC$3.9M0.02%14,186CommonSHARED
071813109BAXBAXTER INTL INC$3.8M0.02%99,267CommonSHARED
92343E102VRSNVERISIGN INC$3.8M0.02%18,586CommonSHARED
372460105GPCGENUINE PARTS CO$3.8M0.02%27,542CommonSHARED
570535104MKLMARKEL GROUP INC$3.6M0.02%2,553CommonSHARED
29362U104ENTGENTEGRIS INC$3.6M0.02%30,023CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$3.6M0.02%30,375CommonSHARED
216648402COOPER COS INC$3.6M0.02%9,498CommonSHARED
29355A107ENPHENPHASE ENERGY INC$3.5M0.02%26,488CommonSHARED
7591EP100RFREGIONS FINANCIAL CORP NEW$3.5M0.02%180,353CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$3.5M0.02%35,901CommonSHARED
29414B104EPAMEPAM SYS INC$3.4M0.02%11,549CommonSHARED
436440101HO1HOLOGIC INC$3.4M0.02%47,573CommonSHARED
958102105WDCWESTERN DIGITAL CORP.$3.4M0.02%64,724CommonSHARED
98980L101ZNGAZOOM VIDEO COMMUNICATIONS IN$3.4M0.02%46,940CommonSHARED
880770102TERTERADYNE INC$3.4M0.02%31,009CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$3.4M0.02%39,405CommonSHARED
115236101BROBROWN & BROWN INC$3.3M0.02%46,998CommonSHARED
012653101ALBALBEMARLE CORP$3.3M0.02%22,757CommonSHARED
87165B103SYFSYNCHRONY FINANCIAL$3.2M0.02%83,515CommonSHARED
172062101CINFCINCINNATI FINL CORP$3.2M0.02%30,647CommonSHARED
174610105CFGCITIZENS FINL GROUP INC$3.1M0.02%92,795CommonSHARED
05352A100AVTRAVANTOR INC$3.0M0.02%130,145CommonSHARED
380237107GDDYGODADDY INC$2.9M0.02%27,758CommonSHARED
45784P101PODDINSULET CORP$2.9M0.02%13,388CommonSHARED
084423102WRBBERKLEY W R CORP$2.9M0.02%40,691CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$2.9M0.02%18,739CommonSHARED
679295105OKTAOKTA INC$2.8M0.02%31,145CommonSHARED
G3223R108EGEVEREST GROUP LTD$2.8M0.02%7,914CommonSHARED
268150109DTDYNATRACE INC$2.7M0.02%49,658CommonSHARED
90138F102TWLOTWILIO INC$2.7M0.02%35,560CommonSHARED
30063P105EXKEXACT SCIENCES CORP$2.6M0.02%35,409CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$2.6M0.02%12,109CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$2.4M0.01%18,534CommonSHARED
159864107CRLCHARLES RIV LABS INTL INC$2.3M0.01%9,819CommonSHARED
45337C102INCYINCYTE CORP$2.3M0.01%36,554CommonSHARED
879369106TFXTELEFLEX INCORPORATED$2.3M0.01%9,028CommonSHARED
881624209TEVATEVA PHARMACEUTICAL INDS LTD$2.2M0.01%213,677CommonSHARED
08265T208BSYBENTLEY SYS INC$2.2M0.01%42,542CommonSHARED
125896100CMSCMS ENERGY CORP$2.2M0.01%37,880CommonSHARED
G7709Q104RPRXROYALTY PHARMA PLC$2.1M0.01%74,757CommonSHARED
30034W106EVRGEVERGY INC$2.1M0.01%39,410CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$1.9M0.01%8,812CommonSHARED
518415104LSCCLATTICE SEMICONDUCTOR CORP$1.9M0.01%27,564CommonSHARED
759916109RGENREPLIGEN CORP$1.8M0.01%10,162CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$1.8M0.01%8,208CommonSHARED
92556V106VTRSVIATRIS INC$1.7M0.01%154,289CommonSHARED
501889208LKQLKQ CORP$1.7M0.01%34,938CommonSHARED
148806102CTLTEURCATALENT INC$1.6M0.01%35,326CommonSHARED
26210C104DBXDROPBOX INC$1.5M0.01%52,421CommonSHARED
71943U104DOCUSDPHYSICIANS RLTY TR$1.4M0.01%108,919CommonSHARED
G50871105JAZZJAZZ PHARMACEUTICALS PLC$1.4M0.01%11,290CommonSHARED
090572207BIOBIO RAD LABS INC$1.3M0.01%4,163CommonSHARED
M98068105WIXWIX COM LTD$1.3M0.01%10,861CommonSHARED
64110Y108NLOPNET LEASE OFFICE PROPERTIES$974,5430.01%52,735CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.