VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$1.4B
Holdings
164
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (164 positions)
| Stock | Value |
|---|---|
AVBAVALONBAY CMNTYS INC COM | $42.0M |
IVVISHARES TR CORE S&P500 ETF | $36.9M |
INVHINVITATION HOMES INC COM | $25.7M |
OREALTY INCOME CORP COM | $24.4M |
HPPHUDSON PAC PPTYS INC COM | $23.5M |
BCBRUNSWICK CORP COM | $23.5M |
CSCOCISCO SYS INC COM | $23.4M |
CMCANADIAN IMP BK COMM COM | $22.6M |
SDYSPDR SER TR S&P DIVID ETF | $21.1M |
FSLRFIRST SOLAR INC COM | $20.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $20.0M |
LHCGUSDLHC GROUP INC COM | $19.9M |
MRKMERCK & CO. INC COM | $19.8M |
COR1EURCORESITE RLTY CORP COM | $19.3M |
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW | $19.3M |
PLDPROLOGIS INC. COM | $19.1M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $19.0M |
STAGSTAG INDL INC COM | $18.8M |
CUBECUBESMART COM | $18.8M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $18.6M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $18.6M |
BACVERIZON COMMUNICATIONS INC COM | $18.6M |
PEPPEPSICO INC COM | $18.5M |
EGPEASTGROUP PPTY INC COM | $18.0M |
JBLJABIL INC COM | $17.9M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $17.8M |
CFGCITIZENS FINANCIAL GROUP INC COM | $17.8M |
SKMEURSK TELECOM LTD SPONSORED ADR | $17.8M |
TPRTAPESTRY INC COM | $17.7M |
PSAPUBLIC STORAGE COM | $17.6M |
TRTN-PATRITON INTL LTD CL A | $17.6M |
PPLPPL CORP COM | $17.3M |
HRUSDHEALTHCARE RLTY TR COM | $17.3M |
CAHCARDINAL HEALTH INC COM | $17.0M |
GILDGILEAD SCIENCES INC COM | $17.0M |
USBUS BANCORP DEL COM NEW | $17.0M |
XOMEXXON MOBIL CORP COM | $16.9M |
THRTHERMON GROUP HLDGS INC COM | $16.4M |
HBANHUNTINGTON BANCSHARES INC COM | $16.1M |
TCFTCF FINANCIAL CORPORATION NE COM | $15.9M |
BXPBOSTON PPTYS LTD PARTNERSHIP COM | $15.5M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $15.2M |
—ARGO GROUP INTL HLDGS LTD COM | $14.8M |
KROKRONOS WORLDWIDE INC COM | $14.7M |
SL2SLEEP NUMBER CORP COM | $14.7M |
ANFABERCROMBIE & FITCH CO CL A | $14.3M |
DKDELEK US HLDGS INC NEW COM | $14.2M |
TDCTERADATA CORP DEL COM | $13.6M |
EQREQUITY RESIDENTIAL SH BEN INT | $13.5M |
LXFRLUXFER HOLDINGS PLC SHS | $13.4M |
ENSENERSYS COM | $12.3M |
TRNTRINITY INDS INC COM | $11.2M |
STRASTRATEGIC ED INC COM | $11.0M |
REXRREXFORD INDL RLTY INC COM | $10.8M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $10.4M |
RWTREDWOOD TR INC COM | $10.3M |
MSFTMICROSOFT CORP COM | $10.0M |
MSMMSC INDL DIRECT INC CL A | $9.9M |
HSTHOST HOTELS & RESORTS INC COM | $9.8M |
PHIPLDT INC SPONSORED ADR | $9.8M |
—ATLAS CORP SHS | $9.7M |
SITCUSDSITE CENTERS CORP COM | $9.7M |
DRHDIAMONDROCK HOSPITALITY CO COM | $9.6M |
SLBSCHLUMBERGER LTD COM | $9.5M |
PRUPRUDENTIAL FINL INC COM | $9.5M |
CBTCABOT CORP COM | $9.5M |
VLOVALERO ENERGY CORP COM | $9.3M |
TERTERADYNE INC COM | $9.3M |
OMCOMNICOM GROUP INC COM | $9.2M |
ADMARCHER DANIELS MIDLAND CO COM | $9.1M |
GNTXGENTEX CORP COM | $9.0M |
RNRRENAISSANCERE HOLDINGS LTD COM | $8.2M |
MAMASTERCARD INCORPORATED CL A | $8.0M |
EXREXTRA SPACE STORAGE INC COM | $8.0M |
DOCHEALTHPEAK PROPERTIES INC COM | $7.9M |
WELLWELLTOWER INC COM | $7.2M |
DOCUSDPHYSICIANS RLTY TR COM | $6.8M |
ELSEQUITY LIFESTYLE PPTYS INC COM | $6.3M |
NKENIKE INC CL B | $6.1M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $5.8M |
MRSHMARSH & MCLENNAN COS INC COM | $5.3M |
DEDEERE & CO COM | $5.0M |
AMATAPPLIED MATLS INC COM | $4.5M |
BBBYEURBED BATH & BEYOND INC COM | $4.5M |
PDLIEURPDL BIOPHARMA INC COM | $4.4M |
AMTAMERICAN TOWER CORP NEW COM | $4.4M |
IQVIQVIA HLDGS INC COM | $4.1M |
MDTMEDTRONIC PLC SHS | $3.9M |
37MMRC GLOBAL INC COM | $3.6M |
UNPUNION PAC CORP COM | $3.6M |
SYYSYSCO CORP COM | $3.5M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $3.1M |
SRESEMPRA ENERGY COM | $3.0M |
ELLAUDER ESTEE COS INC CL A | $2.9M |
ENBENBRIDGE INC COM | $2.9M |
NEENEXTERA ENERGY INC COM | $2.8M |
HDHOME DEPOT INC COM | $2.8M |
XYLXYLEM INC COM | $2.4M |
JPMJPMORGAN CHASE & CO COM | $2.3M |
BNSBANK NOVA SCOTIA B C COM | $2.3M |
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