APG Asset Management US Inc.
New York NY · SEC CIK 0001323255
$129.80亿2026Q1 申报市值
59持仓数
71.6%前十大占比 · 第一大 19.8%
15 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
KIM 加仓+$4,820.11万
AVALONBAY CMNTYS 加仓+$4,633.18万
HST 新建仓+$4,621.63万
HYG 加仓+$4,483.12万
REG 加仓+$4,417.42万
2026Q1 卖出最多 按季末市值估算
LQD 减仓-$3.09亿
PLD 减仓-$4,925.44万
SBRA 减仓-$4,702.12万
HR 减仓-$3,719.91万
VTR 减仓-$3,638.19万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PLD | PROLOGIS INC. | $25.72亿 | 19.81% | 19,286,830 | -369,417 | -1.9% | -$4,925.44万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $15.55亿 | 11.98% | 8,619,693 | 1,949 | 0.0% | $35.17万 | 加仓 |
| EQIX | EQUINIX INC | $11.90亿 | 9.16% | 1,194,365 | -9,018 | -0.7% | -$898.17万 | 减仓 |
| VTR | VENTAS INC | $9.28亿 | 7.15% | 11,314,857 | -443,628 | -3.8% | -$3,638.19万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $6.47亿 | 4.98% | 10,856,563 | -489,535 | -4.3% | -$2,915.18万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $5.79亿 | 4.46% | 2,094,949 | -112,726 | -5.1% | -$3,113.94万 | 减仓 |
| O | REALTY INCOME CORP | $5.53亿 | 4.26% | 8,937,472 | 88,412 | 1.0% | $547.09万 | 加仓 |
| HYG | ISHARES TR | $4.92亿 | 3.79% | 6,197,274 | 564,838 | 10.0% | $4,483.12万 | 加仓 |
| INVH | INVITATION HOMES INC | $3.97亿 | 3.06% | 15,975,264 | -616,419 | -3.7% | -$1,531.80万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $3.79亿 | 2.92% | 3,089,712 | 114,201 | 3.8% | $1,399.53万 | 加仓 |
| BXP | BXP INC | $3.68亿 | 2.84% | 7,212,581 | -188,932 | -2.6% | -$963.93万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $3.62亿 | 2.79% | 2,735,452 | 149,121 | 5.8% | $1,975.70万 | 加仓 |
| WELL | WELLTOWER INC | $3.37亿 | 2.59% | 1,692,393 | 35,076 | 2.1% | $697.52万 | 加仓 |
| KIM | KIMCO REALTY CORP | $3.32亿 | 2.56% | 14,795,116 | 2,147,042 | 17.0% | $4,820.11万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $3.02亿 | 2.33% | 6,981,310 | 288,205 | 4.3% | $1,247.64万 | 加仓 |
| REG | REGENCY CTRS CORP | $1.98亿 | 1.53% | 2,604,387 | 580,399 | 28.7% | $4,417.42万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $1.75亿 | 1.35% | 10,223,995 | -2,167,777 | -17.5% | -$3,719.91万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1.66亿 | 1.28% | 880,641 | 225,045 | 34.3% | $4,232.87万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1.63亿 | 1.25% | 7,310,912 | -84,213 | -1.1% | -$187.63万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $1.44亿 | 1.11% | 12,824,285 | 684,581 | 5.6% | $768.78万 | 加仓 |
| KRC | KILROY REALTY CORP | $1.32亿 | 1.02% | 4,692,783 | 405,155 | 9.4% | $1,137.68万 | 加仓 |
| VICI | VICI PPTYS INC | $7,849.54万 | 0.60% | 2,858,536 | -410,625 | -12.6% | -$1,127.58万 | 减仓 |
| LQD | ISHARES TR | $7,594.17万 | 0.59% | 698,893 | -2,847,821 | -80.3% | -$3.09亿 | 减仓 |
| IRM | IRON MTN INC DEL | $7,105.99万 | 0.55% | 703,912 | 121,738 | 20.9% | $1,228.95万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $5,879.38万 | 0.45% | 356,542 | 280,969 | 371.8% | $4,633.18万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $4,621.63万 | 0.36% | 2,419,699 | 2,419,699 | — | $4,621.63万 | 新建仓 |
| WPC | WP CAREY INC | $4,024.67万 | 0.31% | 580,007 | -295,660 | -33.8% | -$2,051.58万 | 减仓 |
| SUI | SUN CMNTYS INC | $3,911.18万 | 0.30% | 307,048 | 2,964 | 1.0% | $37.76万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $3,883.93万 | 0.30% | 159,780 | -52,268 | -24.6% | -$1,270.53万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $3,220.26万 | 0.25% | 726,429 | 381,961 | 110.9% | $1,693.23万 | 加仓 |
| GLPI | GAMING & LEISURE P | $3,219.34万 | 0.25% | 726,550 | 726,550 | — | $3,219.34万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $3,047.35万 | 0.23% | 481,719 | 481,719 | — | $3,047.35万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $2,898.74万 | 0.22% | 273,311 | -41,221 | -13.1% | -$437.19万 | 减仓 |
| UDR | UDR INC | $2,835.90万 | 0.22% | 828,243 | -817,216 | -49.7% | -$2,798.15万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $2,823.06万 | 0.22% | 978,190 | -635,861 | -39.4% | -$1,835.09万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $2,726.47万 | 0.21% | 1,664,514 | -315,673 | -15.9% | -$517.07万 | 减仓 |
| CPT | CAMDEN PPTY TR | $2,600.55万 | 0.20% | 264,633 | 264,633 | — | $2,600.55万 | 新建仓 |
| AMH | AMERICAN HOMES 4 RENT | $2,311.13万 | 0.18% | 820,421 | 820,421 | — | $2,311.13万 | 新建仓 |
| ADC | AGREE RLTY CORP | $2,295.05万 | 0.18% | 302,617 | -80 | -0.0% | -$6,067 | 减仓 |
| NNN | NNN REIT INC | $2,123.99万 | 0.16% | 500,350 | 500,350 | — | $2,123.99万 | 新建仓 |
| CTRE | CARETRUST REIT INC | $2,034.38万 | 0.16% | 547,906 | 547,906 | — | $2,034.38万 | 新建仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $1,994.08万 | 0.15% | 215,740 | -11,002 | -4.9% | -$101.69万 | 减仓 |
| CUBE | CUBESMART | $1,985.57万 | 0.15% | 543,544 | 543,544 | — | $1,985.57万 | 新建仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,958.67万 | 0.15% | 412,177 | 119,225 | 40.7% | $566.56万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $1,854.56万 | 0.14% | 564,554 | 213,997 | 61.0% | $702.98万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $1,817.86万 | 0.14% | 309,950 | 177,350 | 133.7% | $1,040.16万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $1,688.81万 | 0.13% | 691,850 | 691,850 | — | $1,688.81万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $1,636.95万 | 0.13% | 452,071 | 452,071 | — | $1,636.95万 | 新建仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $1,615.84万 | 0.12% | 527,707 | -353,372 | -40.1% | -$1,082.03万 | 减仓 |
| VNO | VORNADO RLTY TR | $1,557.79万 | 0.12% | 609,224 | -374,563 | -38.1% | -$957.76万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $1,514.46万 | 0.12% | 245,177 | 245,177 | — | $1,514.46万 | 新建仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $1,129.47万 | 0.09% | 579,512 | -2,412,579 | -80.6% | -$4,702.12万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $981.60万 | 0.08% | 480,000 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $901.19万 | 0.07% | 245,689 | 89,433 | 57.2% | $328.04万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $890.36万 | 0.07% | 598,765 | 598,765 | — | $890.36万 | 新建仓 |
| PK | PARK HOTELS & RESORTS INC | $719.24万 | 0.06% | 692,908 | 692,908 | — | $719.24万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $651.07万 | 0.05% | 169,064 | -175,716 | -51.0% | -$676.68万 | 重新持有 |
| MPT | MEDICAL PROPERTIES TRUST INC | $569.95万 | 0.04% | 1,228,345 | 1,228,345 | — | $569.95万 | 新建仓 |
| LINE | LINEAGE INC | $555.94万 | 0.04% | 169,598 | 169,598 | — | $555.94万 | 新建仓 |
| SKT | TANGER INC | $0 | 0.00% | 0 | -887,091 | -100.0% | -$2,960.22万 | 清仓 |
| CURB | CURBLINE PPTYS CORP | $0 | 0.00% | 0 | -789,832 | -100.0% | -$1,833.20万 | 清仓 |
| UE | URBAN EDGE PPTYS | $0 | 0.00% | 0 | -892,720 | -100.0% | -$1,713.13万 | 清仓 |
| NTST | NETSTREIT CORP | $0 | 0.00% | 0 | -956,127 | -100.0% | -$1,686.61万 | 清仓 |
| — | GRANITE REAL ESTATE INVT TR | $0 | 0.00% | 0 | -250,000 | -100.0% | -$1,490.24万 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AKR | ACADIA RLTY TR | $0 | 0.00% | 0 | -694,831 | -100.0% | -$1,427.18万 | 清仓 |
| UMH | UMH PPTYS INC | $0 | 0.00% | 0 | -679,926 | -100.0% | -$1,081.76万 | 清仓 |
| — | VERIS RESIDENTIAL INC | $0 | 0.00% | 0 | -696,155 | -100.0% | -$1,035.88万 | 清仓 |
| MAC | MACERICH CO | $0 | 0.00% | 0 | -556,272 | -100.0% | -$1,026.88万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -293,366 | -100.0% | -$907.67万 | 清仓 |
| CTO | CTO RLTY GROWTH INC NEW | $0 | 0.00% | 0 | -460,001 | -100.0% | -$846.86万 | 清仓 |
| PEB | PEBBLEBROOK HOTEL TR | $0 | 0.00% | 0 | -494,211 | -100.0% | -$559.45万 | 清仓 |
| XHR | XENIA HOTELS & RESORTS INC | $0 | 0.00% | 0 | -388,747 | -100.0% | -$549.69万 | 清仓 |