VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$1.2B
Holdings
156
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (156 positions)
| Stock | Value |
|---|---|
SPGSIMON PPTY GROUP INC NEW COM | $45.3M |
—RETAIL PPTYS AMER INC CL A | $30.6M |
GILDGILEAD SCIENCES INC COM | $28.6M |
LXFRLUXFER HOLDINGS PLC SHS | $28.1M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $27.5M |
XOMEXXON MOBIL CORP COM | $27.4M |
LIESUN LIFE FINL INC COM | $27.1M |
CMCDN IMPERIAL BK COMM TORONTO COM | $26.8M |
PLDPROLOGIS INC COM | $26.5M |
CUBECUBESMART COM | $23.9M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $23.6M |
PEPPEPSICO INC COM | $23.2M |
SKMEURSK TELECOM LTD SPONSORED ADR | $22.1M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $22.1M |
CAHCARDINAL HEALTH INC COM | $22.0M |
LBEURL BRANDS INC COM | $21.8M |
PPLPPL CORP COM | $21.4M |
BACVERIZON COMMUNICATIONS INC COM | $21.3M |
ARCCARES CAP CORP COM | $21.1M |
PRUPRUDENTIAL FINL INC COM | $21.0M |
OMCOMNICOM GROUP INC COM | $20.8M |
IVZINVESCO LTD SHS | $20.6M |
HBANHUNTINGTON BANCSHARES INC COM | $20.2M |
PSAPUBLIC STORAGE COM | $19.9M |
TRTN-PATRITON INTL LTD CL A | $18.9M |
AVBAVALONBAY CMNTYS INC COM | $18.7M |
VENVENTAS INC COM | $17.7M |
ESRTEMPIRE ST RLTY TR INC CL A | $14.3M |
LHCGUSDLHC GROUP INC COM | $13.6M |
ESSESSEX PPTY TR INC COM | $13.1M |
MAAMID AMER APT CMNTYS INC COM | $12.6M |
RWTREDWOOD TR INC COM | $12.5M |
CPACOPA HOLDINGS SA CL A | $12.4M |
THRTHERMON GROUP HLDGS INC COM | $12.4M |
PHIPLDT INC SPONSORED ADR | $12.1M |
EQREQUITY RESIDENTIAL SH BEN INT | $11.8M |
TRNTRINITY INDS INC COM | $11.8M |
TWOEURTWO HBRS INVT CORP COM NEW | $11.8M |
PEGPUBLIC SVC ENTERPRISE GROUP COM | $11.7M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $11.3M |
HPPHUDSON PAC PPTYS INC COM | $11.2M |
FQIDIGITAL RLTY TR INC COM | $10.9M |
ENSENERSYS COM | $10.5M |
BCBRUNSWICK CORP COM | $10.4M |
BPYPNBROOKFIELD PROPERTY REIT INC CL A | $9.8M |
FSLRFIRST SOLAR INC COM | $9.7M |
NNNNATIONAL RETAIL PPTYS INC COM | $9.7M |
WELLWELLTOWER INC COM | $9.5M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $9.2M |
SAVESPIRIT AIRLS INC COM | $9.0M |
—BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN | $8.6M |
RNRRENAISSANCERE HOLDINGS LTD COM | $8.1M |
HSTHOST HOTELS & RESORTS INC COM | $7.8M |
SYNASYNAPTICS INC COM | $7.6M |
ANFABERCROMBIE & FITCH CO CL A | $7.4M |
REGREGENCY CTRS CORP COM | $7.2M |
SL2SLEEP NUMBER CORP COM | $6.8M |
ARCPEURVEREIT INC COM | $6.8M |
37MMRC GLOBAL INC COM | $6.6M |
—HCP INC COM | $6.6M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $6.4M |
BXPBOSTON PROPERTIES INC COM | $6.3M |
TERTERADYNE INC COM | $6.0M |
TEN1TENNECO INC COM | $5.8M |
SLCAU S SILICA HLDGS INC COM | $5.8M |
VNOVORNADO RLTY TR SH BEN INT | $5.7M |
STRASTRATEGIC ED INC COM | $5.5M |
JBLJABIL INC COM | $5.4M |
EPREPR PPTYS COM SH BEN INT | $5.3M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $5.2M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $5.1M |
—ARGO GROUP INTL HLDGS LTD COM | $5.0M |
HRUSDHEALTHCARE RLTY TR COM | $4.9M |
—TECH DATA CORP COM | $4.8M |
MACMACERICH CO COM | $4.5M |
GOOGLALPHABET INC CAP STK CL A | $4.4M |
CBTCABOT CORP COM | $4.3M |
MSFTMICROSOFT CORP COM | $4.3M |
HOPEHOPE BANCORP INC COM | $4.1M |
DRHDIAMONDROCK HOSPITALITY CO COM | $4.1M |
VREXVAREX IMAGING CORP COM | $4.1M |
SF9SANDERSON FARMS INC COM | $4.0M |
INVHINVITATION HOMES INC COM | $4.0M |
MAMASTERCARD INCORPORATED CL A | $3.8M |
DKDELEK US HLDGS INC NEW COM | $3.8M |
AEOAMERICAN EAGLE OUTFITTERS NE COM | $3.8M |
OREALTY INCOME CORP COM | $3.7M |
KIMKIMCO RLTY CORP COM | $3.7M |
ELLAUDER ESTEE COS INC CL A | $3.5M |
JPMJPMORGAN CHASE & CO COM | $3.4M |
NKENIKE INC CL B | $3.4M |
DEDEERE & CO COM | $3.4M |
IQVIQVIA HLDGS INC COM | $3.3M |
CSCOCISCO SYS INC COM | $3.3M |
BLKCHFBLACKROCK INC COM | $3.3M |
MRSHMARSH & MCLENNAN COS INC COM | $3.1M |
ALLEALLEGION PUB LTD CO ORD SHS | $3.1M |
SYYSYSCO CORP COM | $3.0M |
BRXBRIXMOR PPTY GROUP INC COM | $3.0M |
SLG2EURSL GREEN RLTY CORP COM | $3.0M |
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