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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 54
增持 26
减持 59
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
PLD
PROLOGIS INC.
-$396.8M
19,593,356
-1%
减持
HYG
ISHARES TR
-$158.8M
4,100,500
-32%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$153.2M
6,832,496
-2%
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
PSA
PUBLIC STORAGE OPER CO
-$144.9M
2,161,039
-2%
减持
VTR
VENTAS INC
-$136.0M
11,636,519
-9%
减持
EQIX
EQUINIX INC
-$107.3M
1,199,243
-14%
减持
COLD
AMERICOLD REALTY TRUST INC
-$104.7M
16,391,300
-0%
减持
EXR
EXTRA SPACE STORAGE INC
-$80.7M
2,533,561
-2%
减持
O
REALTY INCOME CORP
-$80.1M
8,113,412
-0%
减持
REG
REGENCY CTRS CORP
-$71.5M
2,023,988
-34%
减持
DLR
DIGITAL RLTY TR INC
+$61.4M
8,676,792
-6%
减持
INVH
INVITATION HOMES INC
-$52.5M
16,599,146
-1%
减持
HR
HEALTHCARE RLTY TR
-$52.1M
10,148,808
-19%
减持
SPG
SIMON PPTY GROUP INC NEW
-$50.7M
554,153
-36%
清仓
NNN
NNN REIT INC
-$34.8M
0
-100%
增持
BXP
BXP INC
-$31.6M
7,451,832
+1%
建仓
ADC
AGREE RLTY CORP
+$25.4M
360,343
建仓
MAC
MACERICH CO
+$24.0M
1,206,172
建仓
SKT
TANGER INC
+$21.0M
613,981
增持
EQR
EQUITY RESIDENTIAL
-$20.5M
11,664,576
+0%
建仓
FRT
FEDERAL RLTY INVT TR NEW
+$20.2M
180,824
减持
KRC
KILROY RLTY CORP
-$18.9M
4,380,886
-15%
清仓
KRG
KITE RLTY GROUP TR
-$18.8M
0
-100%
增持
HST
HOST HOTELS & RESORTS INC
+$16.7M
2,078,389
+85%
减持
VICI
VICI PPTYS INC
-$15.1M
3,532,885
-2%
清仓
—
GRANITE REAL ESTATE INVT TR
-$15.1M
0
-100%
清仓
LQD
ISHARES TR
-$15.0M
0
-100%
减持
KIM
KIMCO RLTY CORP
-$13.9M
13,993,199
-6%
减持
REXR
REXFORD INDL RLTY INC
-$13.6M
840,689
-10%
建仓
S
SENTINELONE INC
+$13.2M
595,742
建仓
GRTUF
GRANITE REAL ESTATE INVT TR
+$12.1M
250,000
清仓
CUBE
CUBESMART
-$11.3M
0
-100%
增持
CUZ
COUSINS PPTYS INC
+$11.1M
7,853,306
+0%
增持
UE
URBAN EDGE PPTYS
+$10.0M
1,076,955
+74%
增持
AVGO
BROADCOM INC
+$9.4M
143,835
+1%
减持
SUI
SUN CMNTYS INC
-$9.2M
412,168
-8%
建仓
UMH
UMH PPTYS INC
+$9.1M
483,116
减持
RHP
RYMAN HOSPITALITY PPTYS INC
-$8.7M
201,366
-27%
减持
ESS
ESSEX PPTY TR INC
-$8.2M
82,813
-24%
减持
AVB
AVALONBAY CMNTYS INC
-$7.8M
199,038
-14%
建仓
SHO
SUNSTONE HOTEL INVS INC NEW
+$7.8M
662,011
建仓
CTO
CTO RLTY GROWTH INC NEW
+$6.5M
329,763
清仓
ELS
EQUITY LIFESTYLE PPTYS INC
-$6.4M
0
-100%
减持
WPC
WP CAREY INC
-$6.2M
760,019
-2%
增持
DOC
HEALTHPEAK PROPERTIES INC
+$5.8M
2,470,270
+27%
增持
SITC
SITE CTRS CORP
+$5.7M
802,381
+109%
增持
AKR
ACADIA RLTY TR
+$5.7M
1,053,152
+24%
清仓
—
RETAIL OPPORTUNITY INVTS COR
-$5.7M
0
-100%
清仓
NHI
NATIONAL HEALTH INVS INC
-$5.6M
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.5M
19,083
-26%
增持
VNO
VORNADO RLTY TR
+$5.3M
733,774
+13%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$5.2M
1,318,696
清仓
—
ARISTA NETWORKS INC
-$5.1M
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$4.7M
62,734
增持
BRX
BRIXMOR PPTY GROUP INC
+$4.5M
1,285,677
+15%
建仓
ANET
ARISTA NETWORKS INC
+$4.3M
39,012
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$4.1M
7,894
减持
NVDA
NVIDIA CORPORATION
-$4.1M
192,837
-25%
建仓
ISRG
INTUITIVE SURGICAL INC
+$3.8M
7,343
减持
MRK
MERCK & CO INC
-$3.8M
52,382
-33%
减持
SBRA
SABRA HEALTH CARE REIT INC
-$3.7M
2,206,617
-2%
减持
ORCL
ORACLE CORP
-$3.7M
52,339
-29%
减持
NTST
NETSTREIT CORP
-$3.0M
1,139,263
-2%
建仓
LRCX
LAM RESEARCH CORP
+$2.9M
39,960
增持
MSFT
MICROSOFT CORP
+$2.9M
62,095
+12%
增持
IRM
IRON MTN INC DEL
-$2.7M
514,208
+7%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$2.7M
908,199
-2%
增持
UDR
UDR INC
+$2.7M
1,552,635
+8%
建仓
SYK
STRYKER CORPORATION
+$2.6M
7,087
增持
CSCO
CISCO SYS INC
+$2.5M
113,779
+40%
减持
IT
GARTNER INC
-$2.4M
2,426
-66%
减持
DT
DYNATRACE INC
-$2.3M
19,775
-69%
减持
CRM
SALESFORCE INC
-$2.2M
32,125
-33%
减持
CURB
CURBLINE PPTYS CORP
-$2.2M
654,348
-15%
增持
PFE
PFIZER INC
+$2.1M
117,103
+249%
建仓
APP
APPLOVIN CORP
+$2.1M
6,546
减持
ZTS
ZOETIS INC
-$2.1M
9,362
-50%
建仓
ADSK
AUTODESK INC
+$2.0M
6,768
减持
HCA
HCA HEALTHCARE INC
-$2.0M
4,000
-49%
建仓
FTNT
FORTINET INC
+$1.9M
20,467
增持
AMD
ADVANCED MICRO DEVICES INC
-$1.8M
50,949
+3%
建仓
ROP
ROPER TECHNOLOGIES INC
+$1.8M
3,375
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.7M
1,624
-75%
建仓
MSTR
MICROSTRATEGY INC
+$1.7M
5,761
减持
ABBV
ABBVIE INC
-$1.6M
36,502
-11%
减持
AMAT
APPLIED MATLS INC
-$1.4M
22,072
-13%
增持
NSA
NATIONAL STORAGE AFFILIATES
-$1.4M
402,093
+15%
减持
WDAY
WORKDAY INC
-$1.3M
6,705
-47%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$1.3M
1,499
-74%
减持
DELL
DELL TECHNOLOGIES INC
-$1.3M
9,985
-53%
建仓
GLW
CORNING INC
+$1.2M
25,590
减持
DHR
DANAHER CORPORATION
-$1.2M
13,432
-14%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.2M
15,603
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.2M
5,252
-35%
增持
SHOP
SHOPIFY INC
+$1.2M
38,167
+4%
减持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.2M
4,770
-71%
减持
TXN
TEXAS INSTRS INC
-$1.2M
22,549
-16%
减持
AMGN
AMGEN INC
-$1.1M
11,104
-11%
建仓
HUBS
HUBSPOT INC
+$1.1M
1,536
减持
IQV
IQVIA HLDGS INC
-$1.1M
3,767
-51%
建仓
NET
CLOUDFLARE INC
+$1.0M
9,580
减持
REGN
REGENERON PHARMACEUTICALS
-$1.0M
2,240
-11%
增持
INTU
INTUIT
+$1.0M
9,828
+15%
减持
CDW
CDW CORP
-$1.0M
4,205
-47%
减持
HUM
HUMANA INC
-$986.5K
2,488
-57%
减持
MCK
MCKESSON CORP
-$941.1K
2,680
-46%
增持
WELL
WELLTOWER INC
+$930.6K
1,338,117
+2%
建仓
ANSS
ANSYS INC
+$928.0K
2,751
减持
—
WIX COM LTD
-$909.4K
1,664
-79%
清仓
IDXX
IDEXX LABS INC
-$902.7K
0
-100%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$877.5K
5,463
建仓
GDDY
GODADDY INC
+$875.9K
4,438
减持
PTC
PTC INC
-$834.0K
3,782
-56%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$817.0K
41,897
+43%
建仓
TYL
TYLER TECHNOLOGIES INC
+$774.4K
1,343
减持
DXCM
DEXCOM INC
-$766.2K
8,281
-61%
建仓
GIB
CGI INC
+$701.1K
6,411
建仓
RMD
RESMED INC
+$693.6K
3,033
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$683.7K
1,473
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$670.6K
5,334
-11%
减持
NTAP
NETAPP INC
-$660.5K
6,446
-44%
建仓
WDC
WESTERN DIGITAL CORP
+$648.9K
10,882
建仓
ZM
ZOOM COMMUNICATIONS INC
+$639.7K
7,839
增持
CRWD
CROWDSTRIKE HLDGS INC
+$596.8K
7,326
+6%
建仓
CAH
CARDINAL HEALTH INC
+$591.4K
5,000
建仓
DOCU
DOCUSIGN INC
+$574.6K
6,389
建仓
VRSN
VERISIGN INC
+$572.2K
2,765
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$571.9K
6,626
增持
PANW
PALO ALTO NETWORKS INC
+$526.5K
20,632
+110%
建仓
MANH
MANHATTAN ASSOCIATES INC
+$521.0K
1,928
建仓
TWLO
TWILIO INC
+$519.1K
4,803
建仓
SMCI
SUPER MICRO COMPUTER INC
+$505.7K
16,590
清仓
COO
COOPER COS INC
-$500.3K
0
-100%
建仓
NTNX
NUTANIX INC
+$485.2K
7,931
建仓
GEN
GEN DIGITAL INC
+$477.5K
17,439
建仓
BIIB
BIOGEN INC
+$460.3K
3,010
建仓
WAT
WATERS CORP
+$455.2K
1,227
减持
TEAM
ATLASSIAN CORPORATION
-$440.4K
5,038
-51%
建仓
ILMN
ILLUMINA INC
+$438.8K
3,284
增持
MU
MICRON TECHNOLOGY INC
-$427.8K
34,903
+4%
建仓
EPAM
EPAM SYS INC
+$419.0K
1,792
建仓
OKTA
OKTA INC
+$402.9K
5,113
建仓
—
LOGITECH INTL S A
+$396.4K
4,788
减持
IRT
INDEPENDENCE RLTY TR INC
-$355.5K
489,137
-2%
建仓
MOH
MOLINA HEALTHCARE INC
+$352.5K
1,211
建仓
DGX
QUEST DIAGNOSTICS INC
+$347.0K
2,300
建仓
—
HOLOGIC INC
+$346.0K
4,800
增持
DDOG
DATADOG INC
+$312.6K
8,834
+6%
建仓
VTRS
VIATRIS INC
+$307.1K
24,664
建仓
DSGX
DESCARTES SYS GROUP INC
+$305.7K
2,691
