• NEW YORK, NY • Investment Advisor How do I update this listing?
APG Asset Management US is based out of New York. APG Asset Management US is a large advisory firm with 1 clients and discretionary assets under management (AUM) of $77,994,194,731 (Form ADV from 2019-08-02). Their last reported 13F filing for Q3 2019 included $14,377,964,000 in managed 13F securities and a top 10 holdings concentration of 72.1%. APG Asset Management US's largest holding is ProLogis, Inc. with shares held of 24,581,000. APG Asset Management US has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 66 13F filings, and 99 13G filings
: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
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Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14
|Performance for Q2 2019:||1.26%|
|Performance Last 4 Quarters:||8.59%|
|Stdev (5-yrs):||Subscription required||BETA (5-yrs):||Subscription required||ALPHA (3-yrs):||Subscription required|
|Max Drawdown (all-years):||Subscription required||Annualized Perf (3-yrs):||Subscription required||Batting Avg vs S&P. (3-yrs):||Subscription required|
|Sortino (3-yrs):||Subscription required||Stutzer (3-yrs):||Subscription required||Treynor (3-yrs):||Subscription required|
|Sterling (3-yrs):||Subscription required||Calmar (3-yrs):||Subscription required||Information Ratio (3-yrs):||Subscription required|
|Tracking Error (3 yrs):||Subscription required||Stdev Down (3-yrs):||Subscription required||Winning Months %:||Subscription required|
|Losing Months %:||Subscription required||Best 12 Months:||Subscription required||Worst 12 Months:||Subscription required|
|Efficiency Ratio (3-yrs):||Subscription required||Sharpe:||Subscription required||Stdev Sectors:||Subscription required|
|Skewness (3-yrs):||Subscription required||Kurtosis (3-yrs):||Subscription required||Upside Potential (3-yrs):||Subscription required|
|SEC Registration as :||Large Advisory Firm|
|Form of Organization:||Corporation|
|Number of employees:||134|
|Other Business Activities:|
|Advisor Fees/Compensation:||Percentage of assets under management,COST-PLUS MARK-UP|
|Amount of client funds and securities:||76,737,900,000|
|Total Number of Clients:||1|
|Amount of client funds and securities by related persons:||76,737,900,000|
|Total Number of clients from related persons:||1|
|Name||Title||Start Date||Direct/Indirect||% Ownership|
|APG ASSET MANAGEMENT N.V.||DIRECT OWNER||01/01/2014||Direct||75% or more|
|SPIJKERS, PAUL||CHIEF EXECUTIVE OFFICER||06/01/1998||Direct||less than 5%|
|GORDON, EVAN, ANDREW||CHIEF COMPLIANCE OFFICER||09/01/2017||Direct||less than 5%|
|Parker, Allen, Kelly||GENERAL COUNSEL||07/01/2019||Direct||less than 5%|
|APG GROEP NV||INDIRECT OWNER APG ASSET MANAGEMENT NV||01/01/2014||Indirect||75% or more|