VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$1.3B
Holdings
154
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (154 positions)
| Stock | Value |
|---|---|
SPGSIMON PPTY GROUP INC NEW COM | $59.0M |
BACVERIZON COMMUNICATIONS INC COM | $30.9M |
CMCDN IMPERIAL BK COMM TORONTO COM | $29.8M |
LIESUN LIFE FINL INC COM | $29.1M |
SKMEURSK TELECOM LTD SPONSORED ADR | $28.4M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $27.9M |
CUBECUBESMART COM | $27.8M |
PEPPEPSICO INC COM | $25.6M |
CSCOCISCO SYS INC COM | $25.3M |
—RETAIL PPTYS AMER INC CL A | $24.8M |
PLDPROLOGIS INC COM | $24.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $24.4M |
PPLPPL CORP COM | $23.3M |
XOMEXXON MOBIL CORP COM | $23.2M |
PSAPUBLIC STORAGE COM | $23.1M |
PRUPRUDENTIAL FINL INC COM | $22.9M |
GILDGILEAD SCIENCES INC COM | $22.9M |
LBEURL BRANDS INC COM | $22.7M |
OMCOMNICOM GROUP INC COM | $22.5M |
MRKMERCK & CO INC COM | $22.2M |
IVZINVESCO LTD SHS | $22.1M |
TWOEURTWO HBRS INVT CORP COM NEW | $22.0M |
ARCCARES CAP CORP COM | $22.0M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $21.5M |
CAHCARDINAL HEALTH INC COM | $20.6M |
TRTN-PATRITON INTL LTD CL A | $20.1M |
AVBAVALONBAY CMNTYS INC COM | $18.2M |
BXPBOSTON PROPERTIES INC COM | $14.8M |
WELLWELLTOWER INC COM | $13.6M |
REGREGENCY CTRS CORP COM | $13.4M |
ESRTEMPIRE ST RLTY TR INC CL A | $13.3M |
EQREQUITY RESIDENTIAL SH BEN INT | $13.2M |
PEGPUBLIC SVC ENTERPRISE GROUP COM | $12.9M |
ESSESSEX PPTY TR INC COM | $12.9M |
LHCGUSDLHC GROUP INC COM | $12.9M |
VENVENTAS INC COM | $12.7M |
RWTREDWOOD TR INC COM | $12.5M |
PHIPLDT INC SPONSORED ADR | $12.4M |
—BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN | $12.3M |
MAAMID AMER APT CMNTYS INC COM | $12.3M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $12.2M |
NYCBEURNEW YORK CMNTY BANCORP INC COM | $12.0M |
LXFRLUXFER HOLDINGS PLC SHS | $11.5M |
TRNTRINITY INDS INC COM | $11.4M |
HRUSDHEALTHCARE RLTY TR COM | $11.4M |
THRTHERMON GROUP HLDGS INC COM | $11.3M |
ARCPEURVEREIT INC COM | $11.1M |
FQIDIGITAL RLTY TR INC COM | $11.1M |
—HCP INC COM | $10.7M |
BCBRUNSWICK CORP COM | $10.7M |
HSTHOST HOTELS & RESORTS INC COM | $10.6M |
SAVESPIRIT AIRLS INC COM | $9.2M |
FSLRFIRST SOLAR INC COM | $9.2M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $9.1M |
ENSENERSYS COM | $8.6M |
NNNNATIONAL RETAIL PPTYS INC COM | $8.5M |
SYNASYNAPTICS INC COM | $8.4M |
RNRRENAISSANCERE HOLDINGS LTD COM | $7.3M |
37MMRC GLOBAL INC COM | $7.0M |
—GGP INC COM | $6.7M |
VNOVORNADO RLTY TR SH BEN INT | $6.6M |
TERTERADYNE INC COM | $6.5M |
SL2SLEEP NUMBER CORP COM | $6.2M |
SLCAU S SILICA HLDGS INC COM | $5.9M |
JBLJABIL INC COM | $5.9M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $5.6M |
—DEL FRISCOS RESTAURANT GROUP COM | $5.5M |
VREXVAREX IMAGING CORP COM | $5.3M |
TEN1TENNECO INC COM | $5.3M |
ANFABERCROMBIE & FITCH CO CL A | $5.1M |
—CAPELLA EDUCATION COMPANY COM | $5.0M |
MACMACERICH CO COM | $4.7M |
HOPEHOPE BANCORP INC COM | $4.6M |
UBNTEURUBIQUITI NETWORKS INC COM | $4.5M |
NKENIKE INC CL B | $4.5M |
KIMKIMCO RLTY CORP COM | $4.4M |
MSFTMICROSOFT CORP COM | $4.4M |
—TECH DATA CORP COM | $4.4M |
DRHDIAMONDROCK HOSPITALITY CO COM | $4.2M |
—ARGO GROUP INTL HLDGS LTD COM | $4.2M |
ELLAUDER ESTEE COS INC CL A | $4.2M |
MAMASTERCARD INCORPORATED CL A | $4.0M |
OREALTY INCOME CORP COM | $4.0M |
SF9SANDERSON FARMS INC COM | $3.8M |
HPPHUDSON PAC PPTYS INC COM | $3.8M |
JPMJPMORGAN CHASE & CO COM | $3.7M |
SUISUN CMNTYS INC COM | $3.7M |
DEDEERE & CO COM | $3.6M |
SLG2EURSL GREEN RLTY CORP COM | $3.6M |
MRSHMARSH & MCLENNAN COS INC COM | $3.6M |
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW | $3.6M |
AMATAPPLIED MATLS INC COM | $3.6M |
BRXBRIXMOR PPTY GROUP INC COM | $3.5M |
—WASHINGTON PRIME GROUP NEW COM | $3.4M |
BLKCHFBLACKROCK INC COM | $3.3M |
SYYSYSCO CORP COM | $3.3M |
AEOAMERICAN EAGLE OUTFITTERS NE COM | $3.2M |
—DDR CORP COM | $3.1M |
CPTCAMDEN PPTY TR SH BEN INT | $3.1M |
—CBL & ASSOC PPTYS INC COM | $3.0M |
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