VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$11.2B
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| Stock | Value |
|---|---|
CLCOLGATE PALMOLIVE CO COM | $16.2M |
PPLPPL CORP COM | $16.1M |
CPCANADIAN PACIFIC KANSAS CITY COM | $16.0M |
ISRGINTUITIVE SURGICAL INC COM | $15.5M |
CVXCHEVRON CORP NEW COM | $15.4M |
UEOWESTLAKE CORPORATION COM | $15.1M |
RNRRENAISSANCERE HLDGS LTD COM | $14.8M |
TRPTC ENERGY CORP COM | $14.5M |
PSXPHILLIPS 66 COM | $14.5M |
WFCWELLS FARGO CO NEW COM | $14.4M |
AWCAMERICAN WTR WKS CO INC NEW COM | $13.9M |
VICIVICI PPTYS INC COM | $13.9M |
ABTABBOTT LABS COM | $13.8M |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT | $13.4M |
MCDMCDONALDS CORP COM | $13.3M |
BSXBOSTON SCIENTIFIC CORP COM | $13.3M |
KMIKINDER MORGAN INC DEL COM | $13.1M |
MPCMARATHON PETE CORP COM | $12.4M |
BKRBAKER HUGHES COMPANY CL A | $12.2M |
AEPAMERICAN ELEC PWR CO INC COM | $12.1M |
LXPUSDLXP INDUSTRIAL TRUST COM | $12.1M |
A4SAMERIPRISE FINL INC COM | $12.0M |
PANWPALO ALTO NETWORKS INC COM | $11.9M |
SPGIS&P GLOBAL INC COM | $11.6M |
HIWHIGHWOODS PPTYS INC COM | $11.6M |
NSCNORFOLK SOUTHN CORP COM | $11.6M |
QDELQUIDELORTHO CORP COM | $11.6M |
TTWOTAKE-TWO INTERACTIVE SOFTWAR COM | $11.6M |
EAELECTRONIC ARTS INC COM | $11.5M |
EMAEMERA INC COM | $11.4M |
ABBVABBVIE INC COM | $11.4M |
APHAMPHENOL CORP NEW CL A | $11.2M |
AFWALIGN TECHNOLOGY INC COM | $11.2M |
PSAPUBLIC STORAGE OPER CO COM | $11.1M |
ICEINTERCONTINENTAL EXCHANGE IN COM | $11.1M |
CBRECBRE GROUP INC CL A | $11.1M |
AMTAMERICAN TOWER CORP NEW COM | $11.0M |
YUMCYUM CHINA HLDGS INC COM | $10.8M |
PGRPROGRESSIVE CORP COM | $10.7M |
CRMSALESFORCE INC COM | $10.7M |
WMSADVANCED DRAIN SYS INC DEL COM | $10.6M |
BNBROOKFIELD CORP CL A LTD VT SH | $10.5M |
EWEDWARDS LIFESCIENCES CORP COM | $10.3M |
IQVIQVIA HLDGS INC COM | $9.8M |
UNPUNION PAC CORP COM | $9.7M |
ROLROLLINS INC COM | $9.4M |
NUENUCOR CORP COM | $9.4M |
FEFIRSTENERGY CORP COM | $9.3M |
MRSHMARSH & MCLENNAN COS INC COM | $9.3M |
BNLBROADSTONE NET LEASE INC COM | $9.0M |
DISDISNEY WALT CO COM | $8.9M |
NEENEXTERA ENERGY INC COM | $8.9M |
BRBROADRIDGE FINL SOLUTIONS IN COM | $8.8M |
LNTALLIANT ENERGY CORP COM | $8.7M |
SOSOUTHERN CO COM | $8.6M |
NTAPNETAPP INC COM | $8.4M |
SYKSTRYKER CORPORATION COM | $8.3M |
CMECME GROUP INC COM | $8.3M |
UNHUNITEDHEALTH GROUP INC COM | $8.2M |
ANETARISTA NETWORKS INC COM SHS | $8.2M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $8.1M |
SHWSHERWIN WILLIAMS CO COM | $8.0M |
TROXTRONOX HOLDINGS PLC SHS | $7.8M |
CPKCHESAPEAKE UTILS CORP COM | $7.7M |
OGEOGE ENERGY CORP COM | $7.6M |
TXNMTXNM ENERGY INC COM | $7.4M |
LRCXLAM RESEARCH CORP COM | $7.2M |
JKHYHENRY JACK & ASSOC INC COM | $7.1M |
MG1MGE ENERGY INC COM | $7.0M |
GRMNGARMIN LTD SHS | $7.0M |
IEXIDEX CORP COM | $6.9M |
TRGPTARGA RES CORP COM | $6.9M |
OHIOMEGA HEALTHCARE INVS INC COM | $6.8M |
IRMIRON MTN INC DEL COM | $6.8M |
HBANHUNTINGTON BANCSHARES INC COM | $6.7M |
TTTRANE TECHNOLOGIES PLC SHS | $6.2M |
AMATAPPLIED MATLS INC COM | $6.1M |
CSXCSX CORP COM | $6.1M |
CROXCROCS INC COM | $6.0M |
PNRPENTAIR PLC SHS | $6.0M |
FDSFACTSET RESH SYS INC COM | $5.9M |
SNASNAP ON INC COM | $5.6M |
TRITHOMSON REUTERS CORP COM | $5.3M |
REXRREXFORD INDL RLTY INC COM | $5.3M |
PCARPACCAR INC COM | $5.2M |
APLEAPPLE HOSPITALITY REIT INC COM | $4.9M |
TACTRANSALTA CORP COM | $4.3M |
HRHEALTHCARE RLTY TR CL A COM | $4.2M |
CLHCLEAN HARBORS INC COM | $4.0M |
CFCF INDS HLDGS INC COM | $3.7M |
RSGREPUBLIC SVCS INC COM | $3.7M |
HTOH2O AMERICA COM | $3.5M |
FQIDIGITAL RLTY TR INC COM | $3.2M |
CUBECUBESMART COM | $3.0M |
MACMACERICH CO COM | $2.7M |
REGREGENCY CTRS CORP COM | $2.6M |
HSTHOST HOTELS & RESORTS INC COM | $2.5M |
TGSTRANSPORTADORA DE GAS SUR SPONSORED ADS B | $2.4M |
GPORGULFPORT ENERGY CORP COMMON SHARES | $2.0M |
BLDRBUILDERS FIRSTSOURCE INC COM | $2.0M |