VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$3.3B
Holdings
206
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (206 positions)
| Stock | Value |
|---|---|
WFGWEST FRASER TIMBER CO LTD COM | $102.7M |
JBLJABIL INC COM | $101.2M |
BCBRUNSWICK CORP COM | $90.8M |
EHCENCOMPASS HEALTH CORP COM | $78.5M |
HBANHUNTINGTON BANCSHARES INC COM | $74.4M |
FSLRFIRST SOLAR INC COM | $73.6M |
ENSENERSYS COM | $69.0M |
STRASTRATEGIC ED INC COM | $67.1M |
ANFABERCROMBIE & FITCH CO CL A | $64.9M |
TDCTERADATA CORP DEL COM | $64.0M |
VNQIVANGUARD INTL EQUITY INDEX F GLB EX US ETF | $63.1M |
VNQVANGUARD INDEX FDS REAL ESTATE ETF | $62.6M |
WF2WINTRUST FINL CORP COM | $59.7M |
SL2SLEEP NUMBER CORP COM | $57.2M |
AVBAVALONBAY CMNTYS INC COM | $52.8M |
THRTHERMON GROUP HLDGS INC COM | $52.7M |
GNTXGENTEX CORP COM | $47.5M |
CBTCABOT CORP COM | $47.1M |
—ARGO GROUP INTL HLDGS LTD COM | $46.0M |
KROKRONOS WORLDWIDE INC COM | $44.8M |
TRIPTRIPADVISOR INC COM | $44.2M |
JT5MUELLER WTR PRODS INC COM SER A | $43.9M |
CSCOCISCO SYS INC COM | $40.2M |
MR4MERIDIAN BIOSCIENCE INC COM | $40.1M |
SYYSYSCO CORP COM | $38.9M |
DOCUSDPHYSICIANS RLTY TR COM | $37.4M |
RNRRENAISSANCERE HLDGS LTD COM | $35.8M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $34.7M |
KMIKINDER MORGAN INC DEL COM | $34.4M |
LXFRLUXFER HOLDINGS PLC SHS | $33.7M |
MRKMERCK & CO INC COM | $30.9M |
RYROYAL BK CDA COM | $30.6M |
HPPHUDSON PAC PPTYS INC COM | $30.5M |
AMHAMERICAN HOMES 4 RENT CL A | $29.5M |
MSMMSC INDL DIRECT INC CL A | $29.1M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $28.8M |
PRUPRUDENTIAL FINL INC COM | $28.7M |
TRTN-PATRITON INTL LTD CL A | $28.4M |
LHCGUSDLHC GROUP INC COM | $27.6M |
MSFTMICROSOFT CORP COM | $27.2M |
PEPPEPSICO INC COM | $27.1M |
DRHDIAMONDROCK HOSPITALITY CO COM | $26.8M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $26.8M |
INVHINVITATION HOMES INC COM | $26.4M |
TRNTRINITY INDS INC COM | $25.7M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $25.7M |
OMCOMNICOM GROUP INC COM | $25.5M |
BACVERIZON COMMUNICATIONS INC COM | $25.3M |
CAHCARDINAL HEALTH INC COM | $25.2M |
PRGSPROGRESS SOFTWARE CORP COM | $24.7M |
PLDPROLOGIS INC. COM | $24.1M |
SUISUN CMNTYS INC COM | $23.8M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $23.7M |
GILDGILEAD SCIENCES INC COM | $23.6M |
VICIVICI PPTYS INC COM | $23.2M |
CUBECUBESMART COM | $21.3M |
PPLPPL CORP COM | $20.9M |
TRNOTERRENO RLTY CORP COM | $20.7M |
OHIOMEGA HEALTHCARE INVS INC COM | $20.5M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $20.1M |
SITCUSDSITE CTRS CORP COM | $19.9M |
HIWHIGHWOODS PPTYS INC COM | $19.7M |
TXNTEXAS INSTRS INC COM | $18.9M |
MAMASTERCARD INCORPORATED CL A | $18.9M |
REXRREXFORD INDL RLTY INC COM | $18.9M |
DEDEERE & CO COM | $18.8M |
DKDELEK US HLDGS INC NEW COM | $18.4M |
WPCWP CAREY INC COM | $18.0M |
AMATAPPLIED MATLS INC COM | $17.2M |
EXREXTRA SPACE STORAGE INC COM | $16.5M |
MRSHMARSH & MCLENNAN COS INC COM | $16.4M |
HRUSDHEALTHCARE RLTY TR COM | $16.1M |
NKENIKE INC CL B | $15.5M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $15.4M |
ELLAUDER ESTEE COS INC CL A | $14.7M |
NXSTNEXSTAR MEDIA GROUP INC CL A | $13.8M |
IQVIQVIA HLDGS INC COM | $13.8M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $13.3M |
SPGSIMON PPTY GROUP INC NEW COM | $10.9M |
PHIPLDT INC SPONSORED ADR | $10.8M |
NEENEXTERA ENERGY INC COM | $10.8M |
UNPUNION PAC CORP COM | $10.6M |
KRGKITE RLTY GROUP TR COM NEW | $10.5M |
MDTMEDTRONIC PLC SHS | $10.5M |
AAPLAPPLE INC COM | $10.2M |
RWTREDWOOD TR INC COM | $9.8M |
SIGASIGA TECHNOLOGIES INC COM | $9.8M |
AMTAMERICAN TOWER CORP NEW COM | $9.7M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $9.6M |
SRESEMPRA COM | $8.9M |
—ATLAS CORP SHARES | $8.3M |
PTCPTC INC COM | $8.3M |
APLEAPPLE HOSPITALITY REIT INC COM NEW | $7.2M |
PKPARK HOTELS & RESORTS INC COM | $7.2M |
COLDAMERICOLD RLTY TR COM | $6.9M |
WMBWILLIAMS COS INC COM | $6.6M |
JPMJPMORGAN CHASE & CO COM | $5.9M |
AEPAMERICAN ELEC PWR CO INC COM | $5.8M |
XYLXYLEM INC COM | $5.7M |
LNGCHENIERE ENERGY INC COM NEW | $5.3M |
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