VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1.3B
Holdings
155
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
SPGSIMON PPTY GROUP INC NEW COM | $52.0M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A | $35.9M |
CMCDN IMPERIAL BK COMM TORONTO COM | $32.2M |
LIESUN LIFE FINL INC COM | $31.5M |
BACVERIZON COMMUNICATIONS INC COM | $31.4M |
SKMEURSK TELECOM LTD SPONSORED ADR | $31.2M |
CUBECUBESMART COM | $30.7M |
CSCOCISCO SYS INC COM | $28.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSO | $27.7M |
VLOVALERO ENERGY CORP NEW COM | $27.3M |
MRKMERCK & CO INC COM | $27.2M |
POT1EURPOTASH CORP SASK INC COM | $26.7M |
—RETAIL PPTYS AMER INC CL A | $26.3M |
TPRTAPESTRY INC COM | $26.1M |
LBEURL BRANDS INC COM | $25.9M |
TWOEURTWO HBRS INVT CORP COM NEW | $24.7M |
XOMEXXON MOBIL CORP COM | $24.6M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $24.3M |
PEGPUBLIC SVC ENTERPRISE GROUP COM | $23.9M |
ARCCARES CAP CORP COM | $23.9M |
NYCBEURNEW YORK CMNTY BANCORP INC COM | $23.8M |
PBFPBF ENERGY INC CL A | $14.3M |
PSAPUBLIC STORAGE COM | $14.1M |
BXPBOSTON PROPERTIES INC COM | $14.0M |
STXSEAGATE TECHNOLOGY PLC SHS | $13.8M |
—KKR & CO L P DEL COM UNITS | $13.8M |
PHIPLDT INC SPONSORED ADR | $13.5M |
EQREQUITY RESIDENTIAL SH BEN INT | $13.4M |
RWTREDWOOD TR INC COM | $13.4M |
OMCOMNICOM GROUP INC COM | $13.3M |
TRTN-PATRITON INTL LTD CL A | $13.0M |
—BROOKFIELD PPTY PARTNERS L P UNIT L | $12.2M |
PLDPROLOGIS INC COM | $12.0M |
—DEL FRISCOS RESTAURANT GROUP COM | $11.9M |
TRNTRINITY INDS INC COM | $11.9M |
THRTHERMON GROUP HLDGS INC COM | $11.8M |
BCBRUNSWICK CORP COM | $11.4M |
—HCP INC COM | $11.3M |
LXFRLUXFER HOLDINGS PLC SHS | $10.6M |
AVBAVALONBAY CMNTYS INC COM | $10.1M |
SAVESPIRIT AIRLS INC COM | $10.0M |
LHCGUSDLHC GROUP INC COM | $9.7M |
FSLRFIRST SOLAR INC COM | $9.5M |
ENSENERSYS COM | $8.3M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $8.2M |
WELLWELLTOWER INC COM | $8.1M |
UBNTEURUBIQUITI NETWORKS INC COM | $7.9M |
—GGP INC COM | $7.8M |
VENVENTAS INC COM | $7.8M |
DKDELEK US HLDGS INC NEW COM | $7.5M |
—DCT INDUSTRIAL TRUST INC COM NEW | $7.3M |
FQIDIGITAL RLTY TR INC COM | $7.1M |
37MMRC GLOBAL INC COM | $6.4M |
BRXBRIXMOR PPTY GROUP INC COM | $6.3M |
VNOVORNADO RLTY TR SH BEN INT | $6.3M |
NNNNATIONAL RETAIL PPTYS INC COM | $6.2M |
MAAMID AMER APT CMNTYS INC COM | $5.9M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $5.7M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $5.5M |
TDCTERADATA CORP DEL COM | $5.5M |
SLCAU S SILICA HLDGS INC COM | $5.4M |
TERTERADYNE INC COM | $5.3M |
MACMACERICH CO COM | $5.1M |
VREXVAREX IMAGING CORP COM | $4.9M |
—TECH DATA CORP COM | $4.9M |
AEOAMERICAN EAGLE OUTFITTERS NE COM | $4.8M |
SL2SLEEP NUMBER CORP COM | $4.8M |
REGREGENCY CTRS CORP COM | $4.6M |
CDPCORPORATE OFFICE PPTYS TR SH BEN IN | $4.6M |
—VALIDUS HOLDINGS LTD COM SHS | $4.6M |
HOPEHOPE BANCORP INC COM | $4.5M |
HP5AEQUITY COMWLTH COM SH BEN INT | $4.3M |
—FOGO DE CHAO INC COM | $4.3M |
AMATAPPLIED MATLS INC COM | $4.2M |
GOOGALPHABET INC CAP STK CL C | $4.1M |
GTLSCHART INDS INC COM PAR $0.01 | $4.1M |
ELLAUDER ESTEE COS INC CL A | $4.0M |
NKENIKE INC CL B | $4.0M |
OREALTY INCOME CORP COM | $4.0M |
MSFTMICROSOFT CORP COM | $4.0M |
JPMJPMORGAN CHASE & CO COM | $3.9M |
KIMKIMCO RLTY CORP COM | $3.9M |
DEDEERE & CO COM | $3.8M |
ANFABERCROMBIE & FITCH CO CL A | $3.8M |
SYNASYNAPTICS INC COM | $3.8M |
PEPPEPSICO INC COM | $3.6M |
TEN1TENNECO INC COM | $3.6M |
JBLJABIL INC COM | $3.6M |
DRHDIAMONDROCK HOSPITALITY CO COM | $3.6M |
SLG2EURSL GREEN RLTY CORP COM | $3.6M |
MRSHMARSH & MCLENNAN COS INC COM | $3.5M |
BKNGPRICELINE GRP INC COM NEW | $3.5M |
BLKCHFBLACKROCK INC COM | $3.5M |
PDMPIEDMONT OFFICE REALTY TR IN COM CL | $3.5M |
SYYSYSCO CORP COM | $3.4M |
RLJRLJ LODGING TR COM | $3.4M |
PPGPPG INDS INC COM | $3.3M |
MAMASTERCARD INCORPORATED CL A | $3.2M |
ALLEALLEGION PUB LTD CO ORD SHS | $3.1M |
—WASHINGTON PRIME GROUP NEW COM | $3.0M |
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