VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$898.8M
Holdings
181
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (181 positions)
| Stock | Value |
|---|---|
CMCDN IMPERIAL BK COMM TORONTO COM | $24.7M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $23.5M |
GILDGILEAD SCIENCES INC COM | $23.4M |
—RETAIL PPTYS AMER INC CL A | $23.1M |
XOMEXXON MOBIL CORP COM | $22.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $21.7M |
CUBECUBESMART COM | $20.6M |
PEPPEPSICO INC COM | $20.4M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $20.3M |
BACVERIZON COMMUNICATIONS INC COM | $19.7M |
SKMEURSK TELECOM LTD SPONSORED ADR | $19.7M |
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM | $19.1M |
PPLPPL CORP COM | $18.6M |
ARCCARES CAP CORP COM | $18.5M |
TRTN-PATRITON INTL LTD CL A | $17.8M |
PRUPRUDENTIAL FINL INC COM | $17.6M |
SPGSIMON PPTY GROUP INC NEW COM | $17.6M |
HBANHUNTINGTON BANCSHARES INC COM | $16.7M |
IVZINVESCO LTD SHS | $16.6M |
CAHCARDINAL HEALTH INC COM | $16.3M |
PLDPROLOGIS INC COM | $16.0M |
LBEURL BRANDS INC COM | $15.3M |
PSAPUBLIC STORAGE COM | $14.1M |
AVBAVALONBAY CMNTYS INC COM | $13.3M |
CPACOPA HOLDINGS SA CL A | $13.3M |
ESRTEMPIRE ST RLTY TR INC CL A | $11.7M |
LHCGUSDLHC GROUP INC COM | $11.5M |
PHIPLDT INC SPONSORED ADR | $11.2M |
OMCOMNICOM GROUP INC COM | $11.1M |
PEGPUBLIC SVC ENTERPRISE GROUP COM | $11.0M |
FSLRFIRST SOLAR INC COM | $10.8M |
BCBRUNSWICK CORP COM | $10.8M |
TPRTAPESTRY INC COM | $10.7M |
VLOVALERO ENERGY CORP NEW COM | $10.6M |
MAAMID AMER APT CMNTYS INC COM | $10.6M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $10.5M |
RWTREDWOOD TR INC COM | $10.5M |
HSTHOST HOTELS & RESORTS INC COM | $10.4M |
INVHINVITATION HOMES INC COM | $10.2M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $9.6M |
EPREPR PPTYS COM SH BEN INT | $9.3M |
THRTHERMON GROUP HLDGS INC COM | $9.2M |
VENVENTAS INC COM | $7.9M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $7.8M |
RNRRENAISSANCERE HOLDINGS LTD COM | $7.7M |
ENSENERSYS COM | $7.3M |
—COUSINS PPTYS INC COM | $7.2M |
COR1EURCORESITE RLTY CORP COM | $7.1M |
ANFABERCROMBIE & FITCH CO CL A | $7.0M |
LXFRLUXFER HOLDINGS PLC SHS | $6.9M |
ARCPEURVEREIT INC COM | $6.8M |
SAVESPIRIT AIRLS INC COM | $6.7M |
SYNASYNAPTICS INC COM | $6.6M |
JBLJABIL INC COM | $5.8M |
TERTERADYNE INC COM | $5.8M |
TRNTRINITY INDS INC COM | $5.7M |
REGREGENCY CTRS CORP COM | $5.5M |
CBTCABOT CORP COM | $5.4M |
—ARGO GROUP INTL HLDGS LTD COM | $5.3M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $5.0M |
37MMRC GLOBAL INC COM | $5.0M |
TEN1TENNECO INC CL A VTG COM | $4.9M |
SL2SLEEP NUMBER CORP COM | $4.6M |
STRASTRATEGIC ED INC COM | $4.4M |
VREXVAREX IMAGING CORP COM | $4.2M |
DKDELEK US HLDGS INC NEW COM | $4.2M |
HRUSDHEALTHCARE RLTY TR COM | $4.1M |
GOOGLALPHABET INC CAP STK CL A | $3.9M |
MSFTMICROSOFT CORP COM | $3.9M |
SF9SANDERSON FARMS INC COM | $3.7M |
HOPEHOPE BANCORP INC COM | $3.7M |
SLCAU S SILICA HLDGS INC COM | $3.5M |
NNNNATIONAL RETAIL PPTYS INC COM | $3.5M |
DEDEERE & CO COM | $3.4M |
MAMASTERCARD INCORPORATED CL A | $3.4M |
ELLAUDER ESTEE COS INC CL A | $3.2M |
DRHDIAMONDROCK HOSPITALITY CO COM | $3.2M |
AEOAMERICAN EAGLE OUTFITTERS NE COM | $3.1M |
MRSHMARSH & MCLENNAN COS INC COM | $3.1M |
IQVIQVIA HLDGS INC COM | $3.1M |
JPMJPMORGAN CHASE & CO COM | $3.1M |
NKENIKE INC CL B | $3.1M |
CSCOCISCO SYS INC COM | $3.1M |
—DEL FRISCOS RESTAURANT GROUP COM | $3.0M |
KROKRONOS WORLDWIDE INC COM | $3.0M |
—TECH DATA CORP COM | $2.9M |
BLKCHFBLACKROCK INC COM | $2.8M |
ALLEALLEGION PUB LTD CO ORD SHS | $2.8M |
SYYSYSCO CORP COM | $2.7M |
KALUKAISER ALUMINUM CORP COM PAR $0.01 | $2.7M |
BKNGBOOKING HLDGS INC COM | $2.6M |
MDTMEDTRONIC PLC SHS | $2.6M |
INTCINTEL CORP COM | $2.5M |
AMATAPPLIED MATLS INC COM | $2.5M |
XYLXYLEM INC COM | $2.2M |
PPGPPG INDS INC COM | $2.1M |
WWWWOLVERINE WORLD WIDE INC COM | $2.1M |
VVISA INC COM CL A | $1.8M |
EGPEASTGROUP PPTY INC COM | $752K |
MACMACERICH CO COM | $578K |
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