VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$1.2B

Holdings

186

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (186 positions)

StockValue
SYYSYSCO CORP COM
$2.2M
DISDISNEY WALT CO COM DISNEY
$2.2M
XYLXYLEM INC COM
$2.1M
UEURBAN EDGE PPTYS COM
$2.1M
MDLZMONDELEZ INTL INC CL A
$2.0M
SHOSUNSTONE HOTEL INVS INC NEW COM
$2.0M
7HPHP INC COM
$1.9M
AXPAMERICAN EXPRESS CO COM
$1.9M
ORCLORACLE CORP COM
$1.8M
PPGPPG INDS INC COM
$1.8M
ELVANTHEM INC COM
$1.8M
AMGNAMGEN INC COM
$1.7M
NSCNORFOLK SOUTHERN CORP COM
$1.7M
PEPPEPSICO INC COM
$1.7M
FDXFEDEX CORP COM
$1.7M
PSXPHILLIPS 66 COM
$1.6M
AAPLAPPLE INC COM
$1.5M
WMWASTE MGMT INC DEL COM
$1.4M
ROSTROSS STORES INC COM
$1.2M
GIB/ACGI INC CL A SUB VTG
$1.2M
BBTUSDBB&T CORP COM
$1.1M
TAT&T INC COM
$1.0M
PFEPFIZER INC COM
$1.0M
FMCF M C CORP COM NEW
$956K
TJXTJX COS INC NEW COM
$905K
LUVSOUTHWEST AIRLS CO COM
$900K
MRKMERCK & CO INC COM
$876K
SYFSYNCHRONY FINL COM
$854K
METMETLIFE INC COM
$827K
NEENEXTERA ENERGY INC COM
$824K
BDXBECTON DICKINSON & CO COM
$813K
ZBHZIMMER BIOMET HLDGS INC COM
$794K
OKEONEOK INC NEW COM
$772K
PGPROCTER AND GAMBLE CO COM
$754K
DWDMORGAN STANLEY COM NEW
$752K
OXYOCCIDENTAL PETE CORP COM
$560K
AMTAMERICAN TOWER CORP NEW COM
$509K
XELXCEL ENERGY INC COM
$466K
ESEVERSOURCE ENERGY COM
$429K
CSXCSX CORP COM
$398K
CMSCMS ENERGY CORP COM
$393K
WMBWILLIAMS COS INC DEL COM
$354K
AWCAMERICAN WTR WKS CO INC NEW COM
$342K
EQIXEQUINIX INC COM
$297K
LNGCHENIERE ENERGY INC COM NEW
$296K
ADMARCHER DANIELS MIDLAND CO COM
$286K
EIXEDISON INTL COM
$281K
CP.TOCANADIAN PAC RY LTD COM
$269K
PPLPEMBINA PIPELINE CORP COM
$247K
INTCINTEL CORP COM
$243K
ESSESSEX PPTY TR INC COM
$236K
AERAERCAP HOLDINGS NV SHS
$234K
EVRGEVERGY INC COM
$213K
AEPAMERICAN ELEC PWR CO INC COM
$208K
COFCAPITAL ONE FINL CORP COM
$206K
TRPTC ENERGY CORP COM
$157K
TRVCCITIGROUP INC COM NEW
$151K
TSNTYSON FOODS INC CL A
$149K
SBACSBA COMMUNICATIONS CORP NEW CL A
$116K
DDOMINION ENERGY INC COM
$94K
LNTALLIANT ENERGY CORP COM
$86K
CUBICUSTOMERS BANCORP INC COM
$78K
ARANTERO RES CORP COM
$77K
ENBENBRIDGE INC COM
$68K
UNPUNION PACIFIC CORP COM
$64K
TPCTUTOR PERINI CORP COM
$64K
DUKDUKE ENERGY CORP NEW COM NEW
$59K
TECK/BTECK RESOURCES LTD CL B
$53K
JNJJOHNSON & JOHNSON COM
$48K
SUSUNCOR ENERGY INC NEW COM
$46K
TTELUS CORP COM
$45K
ABBVABBVIE INC COM
$41K
WYWEYERHAEUSER CO COM
$40K
BACBANK AMER CORP COM
$39K
SRESEMPRA ENERGY COM
$38K
BMYBRISTOL MYERS SQUIBB CO COM
$35K
PCGPG&E CORP COM
$33K
HASHASBRO INC COM
$33K
HPEHEWLETT PACKARD ENTERPRISE C COM
$32K
IBMINTERNATIONAL BUSINESS MACHS COM
$32K
GMGENERAL MTRS CO COM
$31K
CMICUMMINS INC COM
$29K
PEOEXELON CORP COM
$27K
MMM3M CO COM
$25K
GOOGLALPHABET INC CAP STK CL A
$5K
BKNGBOOKING HLDGS INC COM
$3K
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