VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$2.8B
Holdings
206
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (206 positions)
| Stock | Value |
|---|---|
VNQVANGUARD INDEX FDS REAL ESTATE ETF | $115.1M |
VNQIVANGUARD INTL EQUITY INDEX F GLB EX US ETF | $98.1M |
WFGWEST FRASER TIMBER CO LTD COM | $89.0M |
ANFABERCROMBIE & FITCH CO CL A | $68.1M |
BCBRUNSWICK CORP COM | $64.9M |
JBLJABIL INC COM | $61.9M |
HBANHUNTINGTON BANCSHARES INC COM | $61.8M |
AVBAVALONBAY CMNTYS INC COM | $60.1M |
THRTHERMON GROUP HLDGS INC COM | $56.8M |
TDCTERADATA CORP DEL COM | $52.6M |
EQIXEQUINIX INC COM | $45.4M |
SL2SLEEP NUMBER CORP COM | $43.4M |
FSLRFIRST SOLAR INC COM | $42.8M |
—ARGO GROUP INTL HLDGS LTD COM | $42.5M |
STRASTRATEGIC ED INC COM | $42.3M |
ENSENERSYS COM | $41.8M |
WF2WINTRUST FINL CORP COM | $38.9M |
LXFRLUXFER HOLDINGS PLC SHS | $38.7M |
CSCOCISCO SYS INC COM | $37.0M |
KROKRONOS WORLDWIDE INC COM | $36.3M |
GNTXGENTEX CORP COM | $34.0M |
EHCENCOMPASS HEALTH CORP COM | $31.2M |
SYYSYSCO CORP COM | $30.9M |
RNRRENAISSANCERE HLDGS LTD COM | $30.5M |
RYROYAL BK CDA COM | $30.2M |
INVHINVITATION HOMES INC COM | $30.0M |
TRNTRINITY INDS INC COM | $28.9M |
SUISUN CMNTYS INC COM | $28.6M |
PEPPEPSICO INC COM | $28.3M |
MRKMERCK & CO INC COM | $26.6M |
CBTCABOT CORP COM | $25.5M |
OMCOMNICOM GROUP INC COM | $25.3M |
WPCWP CAREY INC COM | $25.2M |
TRIPTRIPADVISOR INC COM | $25.1M |
CUBECUBESMART COM | $24.1M |
BACVERIZON COMMUNICATIONS INC COM | $24.1M |
GILDGILEAD SCIENCES INC COM | $24.0M |
PRUPRUDENTIAL FINL INC COM | $23.6M |
SKMEURSK TELECOM LTD SPONSORED ADR | $23.4M |
MSFTMICROSOFT CORP COM | $23.3M |
GOOGLALPHABET INC CAP STK CL A | $23.2M |
USBUS BANCORP DEL COM NEW | $23.1M |
TRTN-PATRITON INTL LTD CL A | $23.1M |
CAHCARDINAL HEALTH INC COM | $23.0M |
DKDELEK US HLDGS INC NEW COM | $23.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $22.8M |
COR1EURCORESITE RLTY CORP COM | $22.6M |
MSMMSC INDL DIRECT INC CL A | $22.6M |
REXRREXFORD INDL RLTY INC COM | $21.9M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $21.9M |
OHIOMEGA HEALTHCARE INVS INC COM | $21.7M |
SITCUSDSITE CTRS CORP COM | $21.3M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $21.3M |
DOCUSDPHYSICIANS RLTY TR COM | $21.0M |
HRUSDHEALTHCARE RLTY TR COM | $20.3M |
PPLPPL CORP COM | $19.9M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $19.9M |
HPPHUDSON PAC PPTYS INC COM | $19.6M |
EPREPR PPTYS COM SH BEN INT | $18.8M |
HIWHIGHWOODS PPTYS INC COM | $18.4M |
PLDPROLOGIS INC. COM | $18.3M |
DRHDIAMONDROCK HOSPITALITY CO COM | $17.8M |
CMCANADIAN IMP BK COMM COM | $17.7M |
LHCGUSDLHC GROUP INC COM | $17.6M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $17.3M |
MAMASTERCARD INCORPORATED CL A | $16.8M |
EXREXTRA SPACE STORAGE INC COM | $16.2M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $14.8M |
RWXSPDR INDEX SHS FDS DJ INTL RL ETF | $14.6M |
DEDEERE & CO COM | $14.2M |
AMATAPPLIED MATLS INC COM | $14.2M |
RWTREDWOOD TR INC COM | $13.8M |
MRSHMARSH & MCLENNAN COS INC COM | $13.7M |
ELLAUDER ESTEE COS INC CL A | $13.6M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $13.2M |
BLKCHFBLACKROCK INC COM | $13.1M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $12.9M |
TRNOTERRENO RLTY CORP COM | $12.7M |
NKENIKE INC CL B | $12.5M |
REGREGENCY CTRS CORP COM | $12.3M |
PHIPLDT INC SPONSORED ADR | $12.3M |
PRGSPROGRESS SOFTWARE CORP COM | $11.9M |
—ATLAS CORP SHARES | $11.4M |
APLEAPPLE HOSPITALITY REIT INC COM NEW | $11.4M |
COLDAMERICOLD RLTY TR COM | $10.8M |
MR4MERIDIAN BIOSCIENCE INC COM | $10.6M |
IQVIQVIA HLDGS INC COM | $10.5M |
VLOVALERO ENERGY CORP COM | $10.4M |
MDTMEDTRONIC PLC SHS | $10.2M |
BKNGBOOKING HOLDINGS INC COM | $10.1M |
—RETAIL PPTYS AMER INC CL A | $9.9M |
QDELUSDQUIDEL CORP COM | $9.8M |
DOCHEALTHPEAK PROPERTIES INC COM | $8.9M |
AMTAMERICAN TOWER CORP NEW COM | $8.8M |
STAGSTAG INDL INC COM | $8.7M |
NEENEXTERA ENERGY INC COM | $8.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $8.4M |
BBBYEURBED BATH & BEYOND INC COM | $7.9M |
UNPUNION PAC CORP COM | $7.2M |
SIGASIGA TECHNOLOGIES INC COM | $7.1M |
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