APG Asset Management US Inc. 13F 持仓 · 2026年Q2
APG Asset Management US 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 61 只证券，申报市值合计 142.71 亿美元。前几大持仓：PLD（18.49%）、DLR（10.65%）、EQIX（8.48%）。本季前 25 大持仓中：增持 8 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | PLD | PROLOGIS INC. | $2.64B | 18.49% | 19.3M | 持平 |
| 2 | DLR | DIGITAL RLTY TR INC | $1.52B | 10.65% | 8.6M | 持平 |
| 3 | EQIX | EQUINIX INC | $1.21B | 8.48% | 1.2M | 持平 |
| 4 | VTR | VENTAS INC | $1.01B | 7.11% | 11.3M | 持平 |
| 5 | VMRK | EQUITY RESIDENTIAL | $745.1M | 5.22% | 10.9M | 持平 |
| 6 | PSA | PUBLIC STORAGE | $679.5M | 4.76% | 2.1M | 增持 |
| 7 | HYG | ISHARES TR | $570.3M | 4.00% | 7.2M | 增持 |
| 8 | O | REALTY INCOME CORP | $551.5M | 3.86% | 8.9M | 减持 |
| 9 | BXP | BXP INC | $489.9M | 3.43% | 7.2M | 增持 |
| 10 | INVH | INVITATION HOMES INC | $484.8M | 3.40% | 16.0M | 持平 |
| 11 | MAA | MID-AMER APT CMNTYS INC | $432.4M | 3.03% | 3.1M | 持平 |
| 12 | EXR | EXTRA SPACE STORAGE INC | $404.8M | 2.84% | 2.7M | 增持 |
| 13 | WELL | WELLTOWER INC | $389.6M | 2.73% | 1.7M | 持平 |
| 14 | ARE | ALEXANDRIA REAL ESTATE EQ IN | $370.1M | 2.59% | 7.0M | 持平 |
| 15 | KIM | KIMCO REALTY CORP | $370.1M | 2.59% | 14.8M | 减持 |
| 16 | CUZ | COUSINS PPTYS INC | $224.5M | 1.57% | 7.3M | 增持 |
| 17 | HR | HEALTHCARE RLTY TR | $207.4M | 1.45% | 10.2M | 持平 |
| 18 | COLD | AMERICOLD REALTY TRUST INC | $205.4M | 1.44% | 12.8M | 持平 |
| 19 | REG | REGENCY CTRS CORP | $205.9M | 1.44% | 2.6M | 减持 |
| 20 | SPG | SIMON PPTY GROUP INC NEW | $199.1M | 1.40% | 892,987 | 增持 |
| 21 | KRC | KILROY REALTY CORP | $184.1M | 1.29% | 4.7M | 增持 |
| 22 | IRM | IRON MTN INC DEL | $85.8M | 0.60% | 703,912 | 持平 |
| 23 | LQD | ISHARES TR | $85.3M | 0.60% | 786,699 | 增持 |
| 24 | VICI | VICI PPTYS INC | $74.8M | 0.52% | 2.8M | 减持 |
| 25 | AVB | AVALONBAY CMNTYS INC | $67.9M | 0.48% | 356,542 | 持平 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR