VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$1.3T

Holdings

158

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (158 positions)

#StockSharesValue% PortfolioType
101
WPCW P CAREY INC COM
46,545$3.1B0.24%
102
SENIOR HSG PPTYS TR SH BEN INT
160,227$3.1B0.24%
103
DDR CORP COM
339,257$3.1B0.24%
104
BKNGPRICELINE GRP INC COM NEW
1,695$3.1B0.24%
105
HSTHOST HOTELS & RESORTS INC COM
167,756$3.1B0.24%
106
DRHDIAMONDROCK HOSPITALITY CO COM
277,083$3.0B0.23%
107
ALLEALLEGION PUB LTD CO ORD SHS
38,200$3.0B0.23%
108
BLKCHFBLACKROCK INC COM
6,732$3.0B0.23%
109
DEDEERE & CO COM
23,925$3.0B0.23%
110
PPGPPG INDS INC COM
27,371$3.0B0.23%
111
SYYSYSCO CORP COM
54,730$3.0B0.23%
112
MAMASTERCARD INCORPORATED CL A
20,821$2.9B0.23%
113
MRKMERCK & CO INC COM
45,395$2.9B0.22%
114
EXREXTRA SPACE STORAGE INC COM
35,346$2.8B0.22%
115
STAYUSDEXTENDED STAY AMER INC UNIT 99/99/9999B
139,562$2.8B0.22%
116
OHIOMEGA HEALTHCARE INVS INC COM
86,985$2.8B0.21%
117
PGPROCTER AND GAMBLE CO COM
29,265$2.7B0.21%
118
WWWWOLVERINE WORLD WIDE INC COM
91,882$2.7B0.20%
119
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW
21,001$2.6B0.20%
120
HPPHUDSON PAC PPTYS INC COM
75,221$2.5B0.19%
121
KALUKAISER ALUMINUM CORP COM PAR $0.01
23,323$2.4B0.19%
122
APLEAPPLE HOSPITALITY REIT INC COM NEW
124,900$2.4B0.18%
123
PDMPIEDMONT OFFICE REALTY TR IN COM CL A
116,143$2.3B0.18%
124
TAUBMAN CTRS INC COM
45,859$2.3B0.18%
125
HIWHIGHWOODS PPTYS INC COM
42,428$2.2B0.17%
126
WEINGARTEN RLTY INVS SH BEN INT
68,868$2.2B0.17%
127
ACCUSDAMERICAN CAMPUS CMNTYS INC COM
49,168$2.2B0.17%
128
INTCINTEL CORP COM
56,947$2.2B0.17%
129
PRUPRUDENTIAL FINL INC COM
19,699$2.1B0.16%
130
ELSEQUITY LIFESTYLE PPTYS INC COM
24,373$2.1B0.16%
131
FOREST CITY RLTY TR INC COM CL A
79,715$2.0B0.16%
132
DEIDOUGLAS EMMETT INC COM
51,434$2.0B0.16%
133
ASHFORD HOSPITALITY TR INC COM SHS
302,905$2.0B0.16%
134
EPREPR PPTYS COM SH BEN INT
28,476$2.0B0.15%
135
LA QUINTA HLDGS INC COM
113,089$2.0B0.15%
136
LXPUSDLEXINGTON REALTY TRUST COM
190,154$1.9B0.15%
137
KRCKILROY RLTY CORP COM
27,065$1.9B0.15%
138
S76STORE CAP CORP COM
75,506$1.9B0.15%
139
COLUMBIA PPTY TR INC COM NEW
84,970$1.9B0.14%
140
VVISA INC COM CL A
17,095$1.8B0.14%
141
BDNBRANDYWINE RLTY TR SH BEN INT NEW
102,161$1.8B0.14%
142
QUINTILES IMS HOLDINGS INC COM
18,760$1.8B0.14%
143
CAPELLA EDUCATION COMPANY COM
24,859$1.7B0.13%
144
SUISUN CMNTYS INC COM
19,905$1.7B0.13%
145
CDPCORPORATE OFFICE PPTYS TR SH BEN INT
49,324$1.6B0.13%
146
VREMACK CALI RLTY CORP COM
67,762$1.6B0.12%
147
6PMPARAMOUNT GROUP INC COM
99,456$1.6B0.12%
148
EQIXEQUINIX INC COM PAR $0.001
3,493$1.6B0.12%
149
PS BUSINESS PKS INC CALIF COM
11,410$1.5B0.12%
150
MPTMEDICAL PPTYS TRUST INC COM
112,138$1.5B0.11%
151
HRUSDHEALTHCARE RLTY TR COM
43,630$1.4B0.11%
152
GRAMERCY PPTY TR COM NEW
45,983$1.4B0.11%
153
SKTTANGER FACTORY OUTLET CTRS I COM
52,814$1.3B0.10%
154
VALIDUS HOLDINGS LTD COM SHS
24,850$1.2B0.09%
155
JBGSJBG SMITH PPTYS COM
32,748$1.1B0.09%
156
AFGAMERICAN FINL GROUP INC OHIO COM
10,459$1.1B0.08%
157
BRK-BQUALITY CARE PPTYS INC COM
65,779$1.0B0.08%
158
INVHINVITATION HOMES INC COM
26,847$608.0M0.05%
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