VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2018 Filing

Filed August 14, 2018

Portfolio Value

$1.3T

Holdings

154

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (154 positions)

#StockSharesValue% PortfolioType
101
CPTCAMDEN PPTY TR SH BEN INT
33,845$3.1B0.23%
102
CBL & ASSOC PPTYS INC COM
545,429$3.0B0.23%
103
SENIOR HSG PPTYS TR SH BEN INT
167,523$3.0B0.23%
104
IQVIQVIA HLDGS INC COM
29,994$3.0B0.22%
105
ALLEALLEGION PUB LTD CO ORD SHS
37,800$2.9B0.22%
106
CBTCABOT CORP COM
46,930$2.9B0.22%
107
OHIOMEGA HEALTHCARE INVS INC COM
93,399$2.9B0.22%
108
UDRUDR INC COM
76,337$2.9B0.21%
109
DKDELEK US HLDGS INC NEW COM
56,628$2.8B0.21%
110
PPGPPG INDS INC COM
27,032$2.8B0.21%
111
KALUKAISER ALUMINUM CORP COM PAR $0.01
26,884$2.8B0.21%
112
INTCINTEL CORP COM
56,243$2.8B0.21%
113
APARTMENT INVT & MGMT CO CL A
65,770$2.8B0.21%
114
DREUSDDUKE REALTY CORP COM NEW
92,263$2.7B0.20%
115
WWWWOLVERINE WORLD WIDE INC COM
76,300$2.7B0.20%
116
WPCW P CAREY INC COM
38,963$2.6B0.19%
117
EXREXTRA SPACE STORAGE INC COM
25,694$2.6B0.19%
118
STAYUSDEXTENDED STAY AMER INC UNIT 99/99/9999B
117,820$2.5B0.19%
119
DCT INDUSTRIAL TRUST INC COM NEW
37,996$2.5B0.19%
120
LPTUSDLIBERTY PPTY TR SH BEN INT
54,984$2.4B0.18%
121
TAUBMAN CTRS INC COM
38,538$2.3B0.17%
122
VVISA INC COM CL A
16,885$2.2B0.17%
123
AREALEXANDRIA REAL ESTATE EQ IN COM
17,675$2.2B0.17%
124
ACCUSDAMERICAN CAMPUS CMNTYS INC COM
48,048$2.1B0.15%
125
APLEAPPLE HOSPITALITY REIT INC COM NEW
111,532$2.0B0.15%
126
RLJRLJ LODGING TR COM
89,815$2.0B0.15%
127
INVHINVITATION HOMES INC COM
84,700$2.0B0.15%
128
PGPROCTER AND GAMBLE CO COM
24,651$1.9B0.14%
129
WEINGARTEN RLTY INVS SH BEN INT
62,376$1.9B0.14%
130
HIWHIGHWOODS PPTYS INC COM
37,217$1.9B0.14%
131
ASHFORD HOSPITALITY TR INC COM SHS
224,503$1.8B0.14%
132
EPREPR PPTYS COM SH BEN INT
27,311$1.8B0.13%
133
DEIDOUGLAS EMMETT INC COM
43,437$1.7B0.13%
134
ELSEQUITY LIFESTYLE PPTYS INC COM
18,346$1.7B0.13%
135
VALIDUS HOLDINGS LTD COM SHS
24,600$1.7B0.12%
136
FOREST CITY RLTY TR INC COM CL A
70,999$1.6B0.12%
137
KRCKILROY RLTY CORP COM
21,221$1.6B0.12%
138
PDMPIEDMONT OFFICE REALTY TR IN COM CL A
78,725$1.6B0.12%
139
PS BUSINESS PKS INC CALIF COM
11,705$1.5B0.11%
140
SHOSUNSTONE HOTEL INVS INC NEW COM
87,600$1.5B0.11%
141
LXPUSDLEXINGTON REALTY TRUST COM
164,931$1.4B0.11%
142
COLUMBIA PPTY TR INC COM NEW
62,675$1.4B0.11%
143
MPTMEDICAL PPTYS TRUST INC COM
101,055$1.4B0.11%
144
BDNBRANDYWINE RLTY TR SH BEN INT NEW
83,881$1.4B0.11%
145
VREMACK CALI RLTY CORP COM
69,453$1.4B0.11%
146
6PMPARAMOUNT GROUP INC COM
87,154$1.3B0.10%
147
SKTTANGER FACTORY OUTLET CTRS I COM
57,098$1.3B0.10%
148
HP5AEQUITY COMWLTH COM SH BEN INT
38,890$1.2B0.09%
149
AMHAMERICAN HOMES 4 RENT CL A
55,278$1.2B0.09%
150
GRAMERCY PPTY TR COM NEW
39,569$1.1B0.08%
151
SSS1EURLIFE STORAGE INC COM
11,000$1.1B0.08%
152
S76STORE CAP CORP COM
36,200$992.0M0.07%
153
PENNSYLVANIA RL ESTATE INVT SH BEN INT
68,700$755.0M0.06%
154
COREPOINT LODGING INC COM
22,691$588.0M0.04%
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