APG Asset Management US
APG Asset Management US reported 61 stocks worth $14.3B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are PLD (18.5%), DLR (10.7%) and EQIX (8.5%). Compared with Q1 2026, the fund opened new positions in EGP and EPR, added to PSA, HYG and BXP and trimmed O, KIM and REG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  PLD Prologis Inc. | $2.6B | 18.5% | 19.3M | No change | 8 of 8 | |
| 2 |  DLR Digital Rlty TR Inc | $1.5B | 10.7% | 8.6M | No change | 8 of 8 | |
| 3 |  EQIX Equinix Inc | $1.2B | 8.5% | 1.2M | No change | 8 of 8 | |
| 4 |  VTR Ventas Inc | $1B | 7.1% | 11.3M | No change | 8 of 8 | |
| 5 |  VMRK Equity Residential | $745M | 5.2% | 10.9M | No change | 8 of 8 | |
| 6 |  PSA Public Storage | $680M | 4.8% | 2.1M | +8,628 (+0%) | 8 of 8 | |
| 7 |  HYG Ishares TR | $570M | 4.0% | 7.2M | +969K (+16%) | 8 of 8 | |
| 8 |  O Realty Income Corp REIT | $552M | 3.9% | 8.9M | −16K (−0%) | 8 of 8 | |
| 9 |  BXP Bxp Inc | $490M | 3.4% | 7.2M | +18K (+0%) | 8 of 8 | |
| 10 |  INVH Invitation Homes Inc | $485M | 3.4% | 16M | No change | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →APG Asset Management US 13F FAQ
What does APG Asset Management US own?
APG Asset Management US reported 61 stocks worth $14.3B in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are PLD (18.5%), DLR (10.7%) and EQIX (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did APG Asset Management US buy and sell in Q2 2026?
Compared with Q1 2026: 2 new positions, 14 added to, 6 trimmed and 0 sold out. New positions include EGP and EPR.
When will APG Asset Management US file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is APG Asset Management US's portfolio worth?
The Q2 2026 filing reports $14.3B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.