VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2020 Filing
Filed November 10, 2020
Portfolio Value
$1.3B
Holdings
164
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (164 positions)
| Stock | Value |
|---|---|
AVBAVALONBAY CMNTYS INC COM | $41.2M |
ANFABERCROMBIE & FITCH CO CL A | $27.7M |
JBLJABIL INC COM | $25.5M |
BCBRUNSWICK CORP COM | $25.0M |
FSLRFIRST SOLAR INC COM | $25.0M |
—ARGO GROUP INTL HLDGS LTD COM | $24.9M |
HRUSDHEALTHCARE RLTY TR COM | $24.7M |
HPPHUDSON PAC PPTYS INC COM | $24.2M |
INVHINVITATION HOMES INC COM | $23.0M |
PSAPUBLIC STORAGE COM | $22.6M |
CSCOCISCO SYS INC COM | $22.0M |
CUBECUBESMART COM | $20.6M |
DOCHEALTHPEAK PROPERTIES INC COM | $19.8M |
SL2SLEEP NUMBER CORP COM | $19.6M |
PEPPEPSICO INC COM | $19.5M |
BACVERIZON COMMUNICATIONS INC COM | $19.1M |
KROKRONOS WORLDWIDE INC COM | $18.5M |
TCFTCF FINL CORP COM | $18.3M |
SKMEURSK TELECOM LTD SPONSORED ADR | $18.2M |
HBANHUNTINGTON BANCSHARES INC COM | $18.2M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $18.0M |
MSMMSC INDL DIRECT INC CL A | $17.9M |
GILDGILEAD SCIENCES INC COM | $17.9M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $17.9M |
OMCOMNICOM GROUP INC COM | $17.6M |
TRTN-PATRITON INTL LTD CL A | $17.3M |
CFGCITIZENS FINL GROUP INC COM | $17.2M |
THRTHERMON GROUP HLDGS INC COM | $17.1M |
PLDPROLOGIS INC. COM | $17.0M |
USBUS BANCORP DEL COM NEW | $17.0M |
CAHCARDINAL HEALTH INC COM | $16.7M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $16.6M |
STAGSTAG INDL INC COM | $16.4M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $16.3M |
PPLPPL CORP COM | $16.2M |
ELSEQUITY LIFESTYLE PPTYS INC COM | $16.2M |
LXFRLUXFER HOLDINGS PLC SHS | $16.1M |
TPRTAPESTRY INC COM | $15.2M |
—BROADSTONE NET LEASE INC CL A COM | $15.2M |
ENSENERSYS COM | $15.0M |
HIWHIGHWOODS PPTYS INC COM | $14.3M |
LHCGUSDLHC GROUP INC COM | $14.1M |
CMCANADIAN IMP BK COMM COM | $13.5M |
STRASTRATEGIC ED INC COM | $13.2M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $12.8M |
TDCTERADATA CORP DEL COM | $12.3M |
MRKMERCK & CO. INC COM | $12.0M |
DKDELEK US HLDGS INC NEW COM | $11.9M |
EGPEASTGROUP PPTY INC COM | $11.4M |
GNTXGENTEX CORP COM | $11.3M |
SITCUSDSITE CTRS CORP COM | $10.9M |
REXRREXFORD INDL RLTY INC COM | $10.9M |
TRNTRINITY INDS INC COM | $10.7M |
PRUPRUDENTIAL FINL INC COM | $10.1M |
MSFTMICROSOFT CORP COM | $9.8M |
FRTEURFEDERAL RLTY INVT TR SH BEN INT NEW | $9.8M |
DRHDIAMONDROCK HOSPITALITY CO COM | $9.7M |
CBTCABOT CORP COM | $9.7M |
FQIDIGITAL RLTY TR INC COM | $9.6M |
RWTREDWOOD TR INC COM | $9.4M |
HSTHOST HOTELS & RESORTS INC COM | $9.0M |
OREALTY INCOME CORP COM | $8.9M |
—PS BUSINESS PKS INC CALIF COM | $8.8M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $8.8M |
—ATLAS CORP SHS | $8.7M |
MAMASTERCARD INCORPORATED CL A | $8.7M |
RNRRENAISSANCERE HLDGS LTD COM | $8.6M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $8.5M |
COR1EURCORESITE RLTY CORP COM | $8.2M |
XOMEXXON MOBIL CORP COM | $8.1M |
PHIPLDT INC SPONSORED ADR | $8.1M |
VLOVALERO ENERGY CORP COM | $8.1M |
ADMARCHER DANIELS MIDLAND CO COM | $8.1M |
SLBSCHLUMBERGER LTD COM | $8.1M |
NKENIKE INC CL B | $7.5M |
DEDEERE & CO COM | $6.7M |
BBBYEURBED BATH & BEYOND INC COM | $6.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $5.9M |
MRSHMARSH & MCLENNAN COS INC COM | $5.3M |
TERTERADYNE INC COM | $5.2M |
AMTAMERICAN TOWER CORP NEW COM | $4.7M |
AMATAPPLIED MATLS INC COM | $4.4M |
UNPUNION PAC CORP COM | $4.2M |
IQVIQVIA HLDGS INC COM | $4.2M |
MDTMEDTRONIC PLC SHS | $4.0M |
SYYSYSCO CORP COM | $3.6M |
NEENEXTERA ENERGY INC COM | $3.5M |
JNJJOHNSON & JOHNSON COM | $3.3M |
SRESEMPRA ENERGY COM | $3.3M |
ELLAUDER ESTEE COS INC CL A | $3.1M |
COLDAMERICOLD RLTY TR COM | $3.0M |
REGREGENCY CTRS CORP COM | $2.7M |
XYLXYLEM INC COM | $2.6M |
BNSBANK NOVA SCOTIA B C COM | $2.4M |
37MMRC GLOBAL INC COM | $2.3M |
PGPROCTER AND GAMBLE CO COM | $2.2M |
VVISA INC COM CL A | $2.2M |
JPMJPMORGAN CHASE & CO COM | $2.1M |
ENBENBRIDGE INC COM | $2.1M |
HDHOME DEPOT INC COM | $2.0M |
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