VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$9.6B
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| Stock | Value |
|---|---|
KVUEKENVUE INC COM | $18.7M |
AMATAPPLIED MATLS INC COM | $18.5M |
WELLWELLTOWER INC COM | $18.0M |
EXEEXPAND ENERGY CORPORATION COM | $17.9M |
TSLATESLA INC COM | $17.8M |
KOCOCA COLA CO COM | $17.8M |
NKENIKE INC CL B | $17.7M |
PLDPROLOGIS INC. COM | $17.4M |
CATCATERPILLAR INC COM | $17.1M |
SPGSIMON PPTY GROUP INC NEW COM | $16.9M |
KMIKINDER MORGAN INC DEL COM | $16.5M |
PPLPPL CORP COM | $16.4M |
AVBAVALONBAY CMNTYS INC COM | $16.2M |
LXFRLUXFER HLDGS PLC SHS | $16.2M |
EWEDWARDS LIFESCIENCES CORP COM | $16.1M |
ISRGINTUITIVE SURGICAL INC COM NEW | $15.2M |
OMCOMNICOM GROUP INC COM | $14.9M |
STAGSTAG INDL INC COM | $14.6M |
COSTCOSTCO WHSL CORP NEW COM | $14.4M |
PSXPHILLIPS 66 COM | $14.3M |
AWCAMERICAN WTR WKS CO INC NEW COM | $14.2M |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $13.8M |
IQVIQVIA HLDGS INC COM | $13.8M |
YUMCYUM CHINA HLDGS INC COM | $13.7M |
MCDMCDONALDS CORP COM | $13.7M |
TN1TENNANT CO COM | $13.5M |
CLCOLGATE PALMOLIVE CO COM | $13.0M |
FQIDIGITAL RLTY TR INC COM | $12.5M |
NFLXNETFLIX INC COM | $12.3M |
CPCANADIAN PACIFIC KANSAS CITY COM | $12.2M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $12.1M |
ICEINTERCONTINENTAL EXCHANGE IN COM | $11.9M |
WMWASTE MGMT INC DEL COM | $11.9M |
BNLBROADSTONE NET LEASE INC COM | $11.6M |
ADPAUTOMATIC DATA PROCESSING IN COM | $11.6M |
CBRECBRE GROUP INC CL A | $11.4M |
ADBEADOBE INC COM | $11.2M |
SUISUN CMNTYS INC COM | $11.1M |
TRPTC ENERGY CORP COM | $10.9M |
VICIVICI PPTYS INC COM | $10.8M |
TJXTJX COS INC NEW COM | $10.5M |
OTISOTIS WORLDWIDE CORP COM | $10.2M |
REXRREXFORD INDL RLTY INC COM | $10.1M |
AMTAMERICAN TOWER CORP NEW COM | $10.1M |
APHAMPHENOL CORP NEW CL A | $10.1M |
PSAPUBLIC STORAGE OPER CO COM | $9.8M |
FT2FIRST HORIZON CORPORATION COM | $9.4M |
ABTABBOTT LABS COM | $9.0M |
ECLECOLAB INC COM | $8.8M |
DDOMINION ENERGY INC COM | $8.7M |
NUENUCOR CORP COM | $8.7M |
HIWHIGHWOODS PPTYS INC COM | $8.6M |
SHWSHERWIN WILLIAMS CO COM | $8.5M |
A4SAMERIPRISE FINL INC COM | $8.3M |
TRITHOMSON REUTERS CORP COM | $8.3M |
PCGPG&E CORP COM | $8.2M |
IEXIDEX CORP COM | $8.1M |
DISDISNEY WALT CO COM | $8.0M |
ABBVABBVIE INC COM | $8.0M |
NOWSERVICENOW INC COM | $7.6M |
TRGPTARGA RES CORP COM | $7.6M |
SBUXSTARBUCKS CORP COM | $7.6M |
FEFIRSTENERGY CORP COM | $7.5M |
ESEVERSOURCE ENERGY COM | $7.4M |
PGRPROGRESSIVE CORP COM | $7.4M |
HSTHOST HOTELS & RESORTS INC COM | $7.3M |
WMTWALMART INC COM | $7.1M |
DUKDUKE ENERGY CORP NEW COM NEW | $7.0M |
ETRENTERGY CORP NEW COM | $7.0M |
XYLXYLEM INC COM | $6.8M |
SBCSABRA HEALTH CARE REIT INC COM | $6.7M |
TXNMTXNM ENERGY INC COM | $6.6M |
WFCWELLS FARGO CO NEW COM | $6.5M |
FDSFACTSET RESH SYS INC COM | $6.2M |
NWENORTHWESTERN ENERGY GROUP IN COM NEW | $6.2M |
BKRBAKER HUGHES COMPANY CL A | $6.1M |
IRMIRON MTN INC DEL COM | $6.1M |
BACBANK AMERICA CORP COM | $6.0M |
PORPORTLAND GEN ELEC CO COM NEW | $5.9M |
EAELECTRONIC ARTS INC COM | $5.9M |
VSTVISTRA CORP COM | $5.7M |
LIILENNOX INTL INC COM | $5.7M |
CEGCONSTELLATION ENERGY CORP COM | $5.4M |
BMYBRISTOL-MYERS SQUIBB CO COM | $5.4M |
AZOAUTOZONE INC COM | $5.2M |
MPCMARATHON PETE CORP COM | $5.1M |
MSAMSA SAFETY INC COM | $4.9M |
ELVELEVANCE HEALTH INC COM | $4.8M |
NTAPNETAPP INC COM | $4.6M |
SNASNAP ON INC COM | $4.3M |
CSXCSX CORP COM | $4.1M |
IVTINVENTRUST PPTYS CORP COM NEW | $4.0M |
PCARPACCAR INC COM | $4.0M |
LRCXLAM RESEARCH CORP COM NEW | $3.8M |
TTTRANE TECHNOLOGIES PLC SHS | $3.7M |
CWTCALIFORNIA WTR SVC GROUP COM | $3.6M |
ANETARISTA NETWORKS INC COM SHS | $3.5M |
REGNREGENERON PHARMACEUTICALS COM | $3.5M |
PNRPENTAIR PLC SHS | $3.3M |
TGSTRANSPORTADORA DE GAS SUR SPONSORED ADS B | $3.1M |