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APG Asset Management US Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
APG Asset Management US Inc.
报告期 2026-03-31 · CIK 0001323255
持仓数
59
前50大市值合计
$12.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 11
增持 84
减持 39
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
PLD
PROLOGIS INC.
-$316.7M
19,711,375
-0%
增持
NVDA
NVIDIA CORPORATION
+$182.8M
5,426,980
+897%
增持
DLR
DIGITAL RLTY TR INC
+$95.0M
9,188,030
+0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$83.1M
7,146,939
-2%
减持
EQR
EQUITY RESIDENTIAL
+$75.5M
11,568,251
-0%
减持
EQIX
EQUINIX INC
-$63.7M
1,409,452
-1%
清仓
INTC
INTEL CORP
-$57.4M
0
-100%
增持
AVGO
BROADCOM INC
+$49.9M
158,744
+2%
减持
VTR
VENTAS INC
+$48.5M
15,127,561
-10%
建仓
NTAP
NETAPP INC
+$48.1M
369,122
清仓
FRT
FEDERAL RLTY INVT TR NEW
-$47.4M
0
-100%
建仓
IRM
IRON MTN INC DEL
+$35.9M
400,000
增持
LLY
ELI LILLY & CO
+$32.6M
204,328
+1%
减持
BXP
BOSTON PROPERTIES INC
-$23.9M
7,368,663
-1%
增持
MSFT
MICROSOFT CORP
+$23.7M
542,655
+3%
增持
ESS
ESSEX PPTY TR INC
+$23.1M
118,000
+211%
清仓
ADC
AGREE RLTY CORP
-$22.8M
0
-100%
增持
WELL
WELLTOWER INC
+$22.7M
1,237,867
+7%
建仓
UDR
UDR INC
+$22.6M
550,000
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$21.3M
775,000
增持
PSA
PUBLIC STORAGE OPER CO
+$21.2M
2,202,117
+5%
增持
QCOM
QUALCOMM INC
+$19.3M
390,115
+14%
建仓
AKR
ACADIA RLTY TR
+$18.1M
1,000,000
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$17.6M
234,380
-24%
清仓
ADSK
AUTODESK INC
-$16.9M
0
-100%
建仓
KRG
KITE RLTY GROUP TR
+$16.7M
750,000
减持
JNJ
JOHNSON & JOHNSON
-$16.5M
626,399
-9%
增持
ORCL
ORACLE CORP
+$15.4M
773,858
+2%
增持
—
ARISTA NETWORKS INC
+$14.4M
178,610
+9%
清仓
—
TE CONNECTIVITY LTD
-$13.6M
0
-100%
减持
HYG
ISHARES TR
-$13.6M
4,186,000
-4%
减持
—
ACCENTURE PLC IRELAND
-$13.4M
142,370
-14%
减持
AAPL
APPLE INC
+$12.8M
867,291
-16%
减持
ELS
EQUITY LIFESTYLE PPTYS INC
-$12.5M
130,707
-60%
增持
ZTS
ZOETIS INC
+$12.1M
320,881
+24%
减持
TRNO
TERRENO RLTY CORP
-$11.9M
495,205
-23%
增持
MSI
MOTOROLA SOLUTIONS INC
+$11.3M
116,545
+22%
增持
—
NXP SEMICONDUCTORS N V
+$11.1M
114,841
+46%
清仓
CVS
CVS HEALTH CORP
-$11.1M
0
-100%
减持
RHP
RYMAN HOSPITALITY PPTYS INC
-$10.9M
285,800
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$10.4M
351,983
+5%
增持
SBRA
SABRA HEALTH CARE REIT INC
+$10.3M
2,562,962
+29%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$9.4M
500,000
清仓
REXR
REXFORD INDL RLTY INC
-$9.2M
0
-100%
增持
BRX
BRIXMOR PPTY GROUP INC
+$8.7M
1,300,000
+41%
增持
AMAT
APPLIED MATLS INC
+$8.6M
259,548
+2%
清仓
KEYS
KEYSIGHT TECHNOLOGIES INC
-$8.2M
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$7.8M
101,872
+6%
增持
—
SITE CTRS CORP
+$7.7M
905,000
+145%
减持
—
MEDTRONIC PLC
-$7.6M
139,102
-34%
减持
AMH
AMERICAN HOMES 4 RENT
-$7.6M
578,932
-28%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$7.4M
55,498
-61%
增持
KIM
KIMCO RLTY CORP
+$7.3M
14,953,570
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.2M
140,194
-3%
增持
ON
ON SEMICONDUCTOR CORP
+$6.8M
238,229
+83%
减持
ABT
ABBOTT LABS
-$6.6M
417,926
-6%
清仓
PK
PARK HOTELS & RESORTS INC
-$6.6M
0
-100%
清仓
ENTG
ENTEGRIS INC
-$6.4M
0
-100%
清仓
BAX
BAXTER INTL INC
-$6.3M
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$6.2M
867,061
+10%
建仓
GDDY
GODADDY INC
+$6.1M
43,107
清仓
—
RETAIL OPPORTUNITY INVTS COR
-$6.1M
0
-100%
减持
AVB
AVALONBAY CMNTYS INC
-$6.0M
489,923
-16%
减持
ADBE
ADOBE INC
+$5.7M
109,274
-1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.7M
71,194
+2%
增持
KLAC
KLA CORP
+$5.6M
42,437
+2%
增持
AMGN
AMGEN INC
+$5.4M
158,539
+2%
减持
CSCO
CISCO SYS INC
-$5.2M
602,493
-11%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$5.1M
150,000
增持
DOC
HEALTHPEAK PROPERTIES INC
+$5.0M
1,840,784
+11%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$4.8M
0
-100%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$4.7M
89,157
+19%
增持
O
REALTY INCOME CORP
+$4.6M
8,680,325
+3%
减持
FSLR
FIRST SOLAR INC
-$4.6M
3,077
-90%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.6M
76,048
+2%
增持
UE
URBAN EDGE PPTYS
+$4.5M
661,067
+48%
建仓
VNO
VORNADO RLTY TR
+$4.5M
175,000
增持
APH
AMPHENOL CORP NEW
+$4.4M
372,540
+105%
减持
TEAM
ATLASSIAN CORPORATION
-$4.4M
26,874
-43%
减持
ISRG
INTUITIVE SURGICAL INC
+$4.4M
108,099
-0%
增持
WST
WEST PHARMACEUTICAL SVSC INC
-$4.3M
70,133
+3%
增持
BSX
BOSTON SCIENTIFIC CORP
+$4.2M
428,791
+2%
增持
MU
MICRON TECHNOLOGY INC
+$4.1M
350,572
+4%
增持
—
LAM RESEARCH CORP
+$4.1M
41,144
+2%
增持
VICI
VICI PPTYS INC
+$4.1M
3,711,736
+10%
减持
SYK
STRYKER CORPORATION
-$4.0M
100,591
-6%
增持
SHOP
SHOPIFY INC
-$4.0M
376,776
+2%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$3.9M
176,631
+1%
增持
MCK
MCKESSON CORP
+$3.9M
63,727
+2%
增持
ABBV
ABBVIE INC
+$3.8M
558,327
+11%
减持
ANSS
ANSYS INC
-$3.6M
2,642
-79%
增持
IQV
IQVIA HLDGS INC
-$3.6M
100,345
+2%
增持
REGN
REGENERON PHARMACEUTICALS
+$3.5M
31,376
+2%
清仓
QRVO
QORVO INC
-$3.2M
0
-100%
清仓
RMD
RESMED INC
-$3.1M
0
-100%
增持
TRMB
TRIMBLE INC
-$3.0M
452,241
+1%
增持
WDAY
WORKDAY INC
-$2.8M
147,444
+12%
减持
OLED
UNIVERSAL DISPLAY CORP
+$2.8M
71,394
-2%
减持
INVH
INVITATION HOMES INC
+$2.7M
16,451,416
-2%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$2.7M
33,807
-6%
增持
—
WIX COM LTD
+$2.6M
78,677
+11%
减持
PFE
PFIZER INC
-$2.6M
405,267
-20%
增持
CI
THE CIGNA GROUP
-$2.6M
75,812
+1%
增持
NOW
SERVICENOW INC
+$2.5M
64,216
+2%
增持
MPWR
MONOLITHIC PWR SYS INC
+$2.5M
14,853
+2%
增持
JBL
JABIL INC
-$2.4M
118,395
+5%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$2.3M
165,053
+45%
增持
HUM
HUMANA INC
+$2.2M
67,669
+3%
增持
CRM
SALESFORCE INC
-$2.1M
476,406
+16%
增持
INTU
INTUIT
+$2.1M
87,476
+2%
增持
FICO
FAIR ISAAC CORP
+$2.1M
7,740
+2%
增持
HST
HOST HOTELS & RESORTS INC
+$2.1M
1,780,000
+26%
减持
DELL
DELL TECHNOLOGIES INC
-$2.1M
257,953
-21%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$2.0M
500,000
清仓
—
JAZZ PHARMACEUTICALS PLC
-$2.0M
0
-100%
增持
VEEV
VEEVA SYS INC
-$2.0M
44,747
+2%
增持
MDB
MONGODB INC
-$1.9M
22,567
+2%
增持
DXCM
DEXCOM INC
-$1.8M
209,914
+14%
增持
SNPS
SYNOPSYS INC
+$1.8M
47,487
+2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.8M
134,756
-2%
增持
CNC
CENTENE CORP DEL
-$1.7M
157,506
+2%
减持
ADI
ANALOG DEVICES INC
+$1.7M
139,987
-8%
增持
NTST
NETSTREIT CORP
-$1.7M
1,520,236
+6%
减持
COR
CENCORA INC
-$1.6M
45,973
-6%
增持
ALGN
ALIGN TECHNOLOGY INC
-$1.6M
21,174
+2%
增持
IT
GARTNER INC
-$1.5M
74,720
+3%
增持
DHR
DANAHER CORPORATION
+$1.5M
211,565
+4%
减持
ILMN
ILLUMINA INC
-$1.5M
41,833
-6%
增持
PTC
PTC INC
+$1.4M
88,038
+14%
增持
MRK
MERCK & CO INC
+$1.4M
1,050,486
+4%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$1.3M
120,453
+3%
增持
EXAS
EXACT SCIENCES CORP
-$1.3M
55,250
+7%
增持
UTHR
UNITED THERAPEUTICS CORP DEL
+$1.3M
13,168
+2%
增持
A
AGILENT TECHNOLOGIES INC
-$1.2M
84,391
+2%
增持
SNOW
SNOWFLAKE INC
-$1.2M
88,059
+3%
增持
—
ALCON AG
+$1.2M
146,243
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
661,237
+15%
减持
MRNA
MODERNA INC
-$1.1M
27,865
-32%
增持
ELV
ELEVANCE HEALTH INC
+$1.1M
41,408
+2%
减持
EXR
EXTRA SPACE STORAGE INC
+$1.1M
2,554,515
-3%
增持
DT
DYNATRACE INC
+$1.0M
271,840
+11%
增持
GILD
GILEAD SCIENCES INC
-$981.6K
369,126
+2%
增持
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$884.0K
319,739
+2%
增持
HCA
HCA HEALTHCARE INC
-$872.6K
109,985
+2%
增持
CRL
CHARLES RIV LABS INTL INC
-$868.1K
14,696
+2%
增持
DDOG
DATADOG INC
+$848.5K
85,469
+2%
增持
RGEN
REPLIGEN CORP
-$841.8K
15,219
+2%
减持
OKTA
OKTA INC
-$773.2K
43,890
-8%
增持
BDX
BECTON DICKINSON & CO
-$766.9K
83,444
+2%
增持
AVTR
AVANTOR INC
-$754.4K
194,794
+2%
