MondegarAI
APG Asset Management US Inc.

Q4 2024 · 13F-HR

APG Asset Management US Inc.holdings as filed

Filed 2025-02-13 · accession 0001323255-25-000003

$13.18B
Reported value
205
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
74340W103PLDPROLOGIS INC.$2.07B15.7%19,593,356CommonSHARED
253868103DLRDIGITAL RLTY TR INC$1.54B11.7%8,676,792CommonSHARED
29444U700EQIXEQUINIX INC$1.13B8.58%1,199,243CommonSHARED
29476L107EQREQUITY RESIDENTIAL$837.0M6.35%11,664,576CommonSHARED
92276F100VTRVENTAS INC$685.3M5.20%11,636,519CommonSHARED
015271109AREALEXANDRIA REAL ESTATE EQ IN$666.5M5.06%6,832,496CommonSHARED
74460D109PSAPUBLIC STORAGE OPER CO$647.1M4.91%2,161,039CommonSHARED
101121101BXPBXP INC$554.1M4.20%7,451,832CommonSHARED
46187W107INVHINVITATION HOMES INC$530.7M4.03%16,599,146CommonSHARED
756109104OREALTY INCOME CORP$433.3M3.29%8,113,412CommonSHARED
59522J103MAAMID-AMER APT CMNTYS INC$432.5M3.28%2,798,000CommonSHARED
30225T102EXREXTRA SPACE STORAGE INC$379.0M2.88%2,533,561CommonSHARED
03064D108COLDAMERICOLD REALTY TRUST INC$350.8M2.66%16,391,300CommonSHARED
49446R109KIMKIMCO RLTY CORP$327.9M2.49%13,993,199CommonSHARED
464288513HYGISHARES TR$322.5M2.45%4,100,500CommonSHARED
222795502CUZCOUSINS PPTYS INC$240.6M1.83%7,853,306CommonSHARED
49427F108KRCKILROY RLTY CORP$177.2M1.34%4,380,886CommonSHARED
42226K105HRHEALTHCARE RLTY TR$172.0M1.31%10,148,808CommonSHARED
95040Q104WELLWELLTOWER INC$168.6M1.28%1,338,117CommonSHARED
758849103REGREGENCY CTRS CORP$149.6M1.14%2,023,988CommonSHARED
925652109VICIVICI PPTYS INC$103.2M0.78%3,532,885CommonSHARED
828806109SPGSIMON PPTY GROUP INC NEW$95.4M0.72%554,153CommonSHARED
902653104UDRUDR INC$67.4M0.51%1,552,635CommonSHARED
46284V101IRMIRON MTN INC DEL$54.0M0.41%514,208CommonSHARED
866674104SUISUN CMNTYS INC$50.7M0.38%412,168CommonSHARED
42250P103DOCHEALTHPEAK PROPERTIES INC$50.1M0.38%2,470,270CommonSHARED
053484101AVBAVALONBAY CMNTYS INC$43.8M0.33%199,038CommonSHARED
92936U109WPCWP CAREY INC$41.4M0.31%760,019CommonSHARED
78573L106SBRASABRA HEALTH CARE REIT INC$38.2M0.29%2,206,617CommonSHARED
44107P104HSTHOST HOTELS & RESORTS INC$36.4M0.28%2,078,389CommonSHARED
11120U105BRXBRIXMOR PPTY GROUP INC$35.8M0.27%1,285,677CommonSHARED
11135F101AVGOBROADCOM INC$33.3M0.25%143,835CommonSHARED
76169C100REXRREXFORD INDL RLTY INC$32.5M0.25%840,689CommonSHARED
929042109VNOVORNADO RLTY TR$30.8M0.23%733,774CommonSHARED
29670E107EPRTESSENTIAL PPTYS RLTY TR INC$28.4M0.22%908,199CommonSHARED
594918104MSFTMICROSOFT CORP$26.2M0.20%62,095CommonSHARED
67066G104NVDANVIDIA CORPORATION$25.9M0.20%192,837CommonSHARED
004239109AKRACADIA RLTY TR$25.4M0.19%1,053,152CommonSHARED
008492100ADCAGREE RLTY CORP$25.4M0.19%360,343CommonSHARED
554382101MACMACERICH CO$24.0M0.18%1,206,172CommonSHARED
297178105ESSESSEX PPTY TR INC$23.6M0.18%82,813CommonSHARED
91704F104UEURBAN EDGE PPTYS$23.2M0.18%1,076,955CommonSHARED
78377T107RHPRYMAN HOSPITALITY PPTYS INC$21.0M0.16%201,366CommonSHARED
875465106SKTTANGER INC$21.0M0.16%613,981CommonSHARED
313745101FRTFEDERAL RLTY INVT TR NEW$20.2M0.15%180,824CommonSHARED
64119V303NTSTNETSTREIT CORP$16.1M0.12%1,139,263CommonSHARED
637870106NSANATIONAL STORAGE AFFILIATES$15.2M0.12%402,093CommonSHARED
23128Q101CURBCURBLINE PPTYS CORP$15.2M0.12%654,348CommonSHARED
81730H109SSENTINELONE INC$13.2M0.10%595,742CommonSHARED
82981J851SITCSITE CTRS CORP$12.3M0.09%802,381CommonSHARED
387437205GRTUFGRANITE REAL ESTATE INVT TR$12.1M0.09%250,000CommonSHARED
532457108LLYELI LILLY & CO$11.5M0.09%14,917CommonSHARED
79466L302CRMSALESFORCE INC$10.7M0.08%32,125CommonSHARED
45378A106IRTINDEPENDENCE RLTY TR INC$9.7M0.07%489,137CommonSHARED
91324P102UNHUNITEDHEALTH GROUP INC$9.7M0.07%19,083CommonSHARED
903002103UMHUMH PPTYS INC$9.1M0.07%483,116CommonSHARED
68389X105ORCLORACLE CORP$8.7M0.07%52,339CommonSHARED
398182303AHRAMERICAN HEALTHCARE REIT INC$8.3M0.06%292,952CommonSHARED
867892101SHOSUNSTONE HOTEL INVS INC NEW$7.8M0.06%662,011CommonSHARED
53566V106LINELINEAGE INC$7.0M0.05%119,081CommonSHARED
81762P102NOWSERVICENOW INC$6.8M0.05%6,386CommonSHARED
17275R102CSCOCISCO SYS INC$6.7M0.05%113,779CommonSHARED
22948Q101CTOCTO RLTY GROWTH INC NEW$6.5M0.05%329,763CommonSHARED
00287Y109ABBVABBVIE INC$6.5M0.05%36,502CommonSHARED
461202103INTUINTUIT$6.2M0.05%9,828CommonSHARED
007903107AMDADVANCED MICRO DEVICES INC$6.2M0.05%50,949CommonSHARED
747525103QCOMQUALCOMM INC$5.4M0.04%35,068CommonSHARED
58933Y105MRKMERCK & CO INC$5.2M0.04%52,382CommonSHARED
58463J304MPTMEDICAL PPTYS TRUST INC$5.2M0.04%1,318,696CommonSHARED
00724F101ADBEADOBE INC$5.1M0.04%11,424CommonSHARED
69608A108PLTRPALANTIR TECHNOLOGIES INC$4.7M0.04%62,734CommonSHARED
040413205ANETARISTA NETWORKS INC$4.3M0.03%39,012CommonSHARED
882508104TXNTEXAS INSTRS INC$4.2M0.03%22,549CommonSHARED
883556102TMOTHERMO FISHER SCIENTIFIC INC$4.1M0.03%7,894CommonSHARED
82509L107SHOPSHOPIFY INC$4.1M0.03%38,167CommonSHARED
46120E602ISRGINTUITIVE SURGICAL INC$3.8M0.03%7,343CommonSHARED
697435105PANWPALO ALTO NETWORKS INC$3.8M0.03%20,632CommonSHARED
038222105AMATAPPLIED MATLS INC$3.6M0.03%22,072CommonSHARED
717081103PFEPFIZER INC$3.1M0.02%117,103CommonSHARED
235851102DHRDANAHER CORPORATION$3.1M0.02%13,432CommonSHARED
573874104MRVLMARVELL TECHNOLOGY INC$2.9M0.02%26,667CommonSHARED
595112103MUMICRON TECHNOLOGY INC$2.9M0.02%34,903CommonSHARED
031162100AMGNAMGEN INC$2.9M0.02%11,104CommonSHARED
512807306LRCXLAM RESEARCH CORP$2.9M0.02%39,960CommonSHARED
101137107BSXBOSTON SCIENTIFIC CORP$2.7M0.02%30,432CommonSHARED
458140100INTCINTEL CORP$2.7M0.02%134,606CommonSHARED
482480100KLACKLA CORP$2.6M0.02%4,134CommonSHARED
863667101SYKSTRYKER CORPORATION$2.6M0.02%7,087CommonSHARED
032095101APHAMPHENOL CORP NEW$2.5M0.02%36,408CommonSHARED
22788C105CRWDCROWDSTRIKE HLDGS INC$2.5M0.02%7,326CommonSHARED
127387108CDNSCADENCE DESIGN SYSTEM INC$2.5M0.02%8,249CommonSHARED
620076307MSIMOTOROLA SOLUTIONS INC$2.4M0.02%5,252CommonSHARED
375558103GILDGILEAD SCIENCES INC$2.4M0.02%25,728CommonSHARED
110122108BMYBRISTOL-MYERS SQUIBB CO$2.4M0.02%41,897CommonSHARED
871607107SNPSSYNOPSYS INC$2.2M0.02%4,616CommonSHARED
92532F100VRTXVERTEX PHARMACEUTICALS INC$2.1M0.02%5,334CommonSHARED
03831W108APPAPPLOVIN CORP$2.1M0.02%6,546CommonSHARED
052769106ADSKAUTODESK INC$2.0M0.02%6,768CommonSHARED
34959E109FTNTFORTINET INC$1.9M0.01%20,467CommonSHARED
036752103ELVELEVANCE HEALTH INC$1.8M0.01%4,792CommonSHARED
776696106ROPROPER TECHNOLOGIES INC$1.8M0.01%3,375CommonSHARED
98138H101WDAYWORKDAY INC$1.7M0.01%6,705CommonSHARED
594972408MSTRMICROSTRATEGY INC$1.7M0.01%5,761CommonSHARED
N6596X109NXPINXP SEMICONDUCTORS N V$1.6M0.01%7,850CommonSHARED
75886F107REGNREGENERON PHARMACEUTICALS$1.6M0.01%2,240CommonSHARED
125523100CITHE CIGNA GROUP$1.6M0.01%5,777CommonSHARED
58155Q103MCKMCKESSON CORP$1.5M0.01%2,680CommonSHARED
98978V103ZTSZOETIS INC$1.5M0.01%9,362CommonSHARED
303250104FICOFAIR ISAAC CORP$1.5M0.01%752CommonSHARED
833445109SNOWSNOWFLAKE INC$1.4M0.01%9,102CommonSHARED
075887109BDXBECTON DICKINSON & CO$1.4M0.01%5,973CommonSHARED
G87052109TELTE CONNECTIVITY PLC$1.3M0.01%9,414CommonSHARED
23804L103DDOGDATADOG INC$1.3M0.01%8,834CommonSHARED
049468101TEAMATLASSIAN CORPORATION$1.2M0.01%5,038CommonSHARED
219350105GLWCORNING INC$1.2M0.01%25,590CommonSHARED
40412C101HCAHCA HEALTHCARE INC$1.2M0.01%4,000CommonSHARED
192446102CTSHCOGNIZANT TECHNOLOGY SOLUTIO$1.2M0.01%15,603CommonSHARED
366651107ITGARTNER INC$1.2M0.01%2,426CommonSHARED
126650100CVSCVS HEALTH CORP$1.2M0.01%25,996CommonSHARED
24703L202DELLDELL TECHNOLOGIES INC$1.2M0.01%9,985CommonSHARED
268150109DTDYNATRACE INC$1.1M0.01%19,775CommonSHARED
443573100HUBSHUBSPOT INC$1.1M0.01%1,536CommonSHARED
18915M107NETCLOUDFLARE INC$1.0M0.01%9,580CommonSHARED
595017104MCHPMICROCHIP TECHNOLOGY INC.$948,7410.01%16,543CommonSHARED
03662Q105AKXANSYS INC$927,9950.01%2,751CommonSHARED
28176E108EWEDWARDS LIFESCIENCES CORP$921,5990.01%12,449CommonSHARED
49338L103KEYSKEYSIGHT TECHNOLOGIES INC$877,5220.01%5,463CommonSHARED
H01301128ALCALCON AG$876,1880.01%10,326CommonSHARED
380237107GDDYGODADDY INC$875,9280.01%4,438CommonSHARED
609839105MPWRMONOLITHIC PWR SYS INC$871,5740.01%1,473CommonSHARED
42824C109HPEHEWLETT PACKARD ENTERPRISE C$831,9030.01%38,965CommonSHARED
682189105ONON SEMICONDUCTOR CORP$820,1540.01%13,008CommonSHARED
00846U101AAGILENT TECHNOLOGIES INC$797,7110.01%5,938CommonSHARED
902252105TYLTYLER TECHNOLOGIES INC$774,4280.01%1,343CommonSHARED
64110D104NTAPNETAPP INC$748,2520.01%6,446CommonSHARED
46266C105IQVIQVIA HLDGS INC$740,2530.01%3,767CommonSHARED
36266G107GEHCGE HEALTHCARE TECHNOLOGIES I$737,7850.01%9,437CommonSHARED
12514G108CDWCDW CORP$731,8380.01%4,205CommonSHARED
12532H104GIBCGI INC$701,1000.01%6,411CommonSHARED
69370C100PTCPTC INC$695,3960.01%3,782CommonSHARED
761152107RMDRESMED INC$693,6170.01%3,033CommonSHARED
879360105TDYTELEDYNE TECHNOLOGIES INC$683,6630.01%1,473CommonSHARED
922475108VEEVVEEVA SYS INC$668,3850.01%3,179CommonSHARED
15135B101CNCCENTENE CORP DEL$658,5650.00%10,871CommonSHARED
958102105WDCWESTERN DIGITAL CORP$648,8940.00%10,882CommonSHARED
252131107DXCMDEXCOM INC$644,0130.00%8,281CommonSHARED
98980L101ZNGAZOOM COMMUNICATIONS INC$639,7410.00%7,839CommonSHARED
444859102HUMHUMANA INC$631,2300.00%2,488CommonSHARED
989207105ZBRAZEBRA TECHNOLOGIES CORPORATI$627,2210.00%1,624CommonSHARED
880770102TERTERADYNE INC$595,3500.00%4,728CommonSHARED
14149Y108CAHCARDINAL HEALTH INC$591,3500.00%5,000CommonSHARED
256163106DOCUDOCUSIGN INC$574,6270.00%6,389CommonSHARED
74624M102PPURE STORAGE INC$573,7560.00%9,340CommonSHARED
92343E102VRSNVERISIGN INC$572,2440.00%2,765CommonSHARED
G7997R103STXSEAGATE TECHNOLOGY HLDNGS PL$571,8900.00%6,626CommonSHARED
336433107FSLRFIRST SOLAR INC$562,0290.00%3,189CommonSHARED
592688105MTDMETTLER TOLEDO INTERNATIONAL$539,6430.00%441CommonSHARED
466313103JBLJABIL INC$538,1860.00%3,740CommonSHARED
562750109MANHMANHATTAN ASSOCIATES INC$521,0230.00%1,928CommonSHARED
90138F102TWLOTWILIO INC$519,1080.00%4,803CommonSHARED
896239100TRMBTRIMBLE INC$516,3130.00%7,307CommonSHARED
881624209TEVATEVA PHARMACEUTICAL INDS LTD$516,0000.00%23,412CommonSHARED
60937P106MDBMONGODB INC$512,4150.00%2,201CommonSHARED
M22465104CHKPCHECK POINT SOFTWARE TECH LT$510,2510.00%2,733CommonSHARED
86800U302SMCISUPER MICRO COMPUTER INC$505,6630.00%16,590CommonSHARED
955306105WSTWEST PHARMACEUTICAL SVSC INC$491,0120.00%1,499CommonSHARED
98980G102ZSZSCALER INC$490,8960.00%2,721CommonSHARED
67059N108NTNXNUTANIX INC$485,2190.00%7,931CommonSHARED
668771108GENGEN DIGITAL INC$477,4800.00%17,439CommonSHARED
09062X103BIIBBIOGEN INC$460,2890.00%3,010CommonSHARED
00971T101AKAMAKAMAI TECHNOLOGIES INC$456,2510.00%4,770CommonSHARED
941848103WATWATERS CORP$455,1920.00%1,227CommonSHARED
98956P102ZBHZIMMER BIOMET HOLDINGS INC$444,5970.00%4,209CommonSHARED
452327109ILMNILLUMINA INC$438,8410.00%3,284CommonSHARED
83088M102SWKSSKYWORKS SOLUTIONS INC$433,2020.00%4,885CommonSHARED
M2682V108CYBRCYBERARK SOFTWARE LTD$428,0980.00%1,285CommonSHARED
29414B104EPAMEPAM SYS INC$419,0050.00%1,792CommonSHARED
G8473T100STESTERIS PLC$418,9310.00%2,038CommonSHARED
679295105OKTAOKTA INC$402,9040.00%5,113CommonSHARED
H50430232LOGILOGITECH INTL S A$396,4480.00%4,788CommonSHARED
45784P101PODDINSULET CORP$378,2900.00%1,449CommonSHARED
M98068105WIXWIX COM LTD$357,0110.00%1,664CommonSHARED
60855R100MOHMOLINA HEALTHCARE INC$352,4620.00%1,211CommonSHARED
74834L100DGXQUEST DIAGNOSTICS INC$346,9780.00%2,300CommonSHARED
436440101HO1HOLOGIC INC$346,0320.00%4,800CommonSHARED
91307C102UTHRUNITED THERAPEUTICS CORP DEL$308,0290.00%873CommonSHARED
071813109BAXBAXTER INTL INC$307,4340.00%10,543CommonSHARED
92556V106VTRSVIATRIS INC$307,0670.00%24,664CommonSHARED
249906108DSGXDESCARTES SYS GROUP INC$305,7360.00%2,691CommonSHARED
016255101ALGNALIGN TECHNOLOGY INC$305,6760.00%1,466CommonSHARED
79589L106IOTSAMSARA INC$300,4560.00%6,877CommonSHARED
05352A100AVTRAVANTOR INC$296,0120.00%14,049CommonSHARED
29355A107ENPHENPHASE ENERGY INC$285,2970.00%4,154CommonSHARED
64125C109NBIXNEUROCRINE BIOSCIENCES INC$284,8760.00%2,087CommonSHARED
714046109RVTYREVVITY INC$284,4940.00%2,549CommonSHARED
60770K107MRNAMODERNA INC$280,7480.00%6,752CommonSHARED
M7S64H106MNDYMONDAY COM LTD$277,5840.00%1,179CommonSHARED
09061G101BMRNBIOMARIN PHARMACEUTICAL INC$258,5820.00%3,934CommonSHARED
683715106OTEXOPEN TEXT CORP$236,4370.00%8,359CommonSHARED
09073M104TECHBIO-TECHNE CORP$236,1140.00%3,278CommonSHARED
08265T208BSYBENTLEY SYS INC$234,9940.00%5,032CommonSHARED
45337C102INCYINCYTE CORP$233,6640.00%3,383CommonSHARED
29109X106AZPN1USDASPEN TECHNOLOGY INC$223,6680.00%896CommonSHARED
G7709Q104RPRXROYALTY PHARMA PLC$200,8150.00%7,872CommonSHARED
83444M101SOLVSOLVENTUM CORP$200,4260.00%3,034CommonSHARED

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.