VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2020 Filing

Filed February 12, 2021

Portfolio Value

$1.7B

Holdings

168

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (168 positions)

StockValue
TXNTEXAS INSTRS INC COM
$979K
IBMINTERNATIONAL BUSINESS MACHS COM
$924K
EIXEDISON INTL COM
$666K
CMSCMS ENERGY CORP COM
$599K
DDOMINION ENERGY INC COM
$548K
SOSOUTHERN CO COM
$272K
XOMEXXON MOBIL CORP COM
$230K
AERAERCAP HOLDINGS NV SHS
$210K
FEFIRSTENERGY CORP COM
$209K
COFCAPITAL ONE FINL CORP COM
$205K
TRVCCITIGROUP INC COM NEW
$196K
CUBICUSTOMERS BANCORP INC COM
$96K
DDDUPONT DE NEMOURS INC COM
$89K
TPCTUTOR PERINI CORP COM
$81K
BUNGE LIMITED COM
$70K
BCEBCE INC COM NEW
$62K
AVBAVALONBAY CMNTYS INC COM
$47K
VMWEURVMWARE INC CL A COM
$45K
BACBK OF AMERICA CORP COM
$42K
JBLJABIL INC COM
$40K
AAPLAPPLE INC COM
$40K
BCBRUNSWICK CORP COM
$39K
ARGO GROUP INTL HLDGS LTD COM
$39K
SL2SLEEP NUMBER CORP COM
$38K
STXSEAGATE TECHNOLOGY PLC SHS
$38K
TDCTERADATA CORP DEL COM
$38K
WYWEYERHAEUSER CO MTN BE COM NEW
$37K
THRTHERMON GROUP HLDGS INC COM
$37K
7HPHP INC COM
$36K
TTELUS CORPORATION COM
$35K
TCFTCF FINL CORP COM
$32K
KELKELLOGG CO COM
$31K
CSCOCISCO SYS INC COM
$30K
ANFABERCROMBIE & FITCH CO CL A
$30K
BDXBECTON DICKINSON & CO COM
$29K
ENSENERSYS COM
$29K
FSLRFIRST SOLAR INC COM
$28K
KROKRONOS WORLDWIDE INC COM
$27K
HPEHEWLETT PACKARD ENTERPRISE C COM
$27K
LXFRLUXFER HOLDINGS PLC SHS
$27K
HRUSDHEALTHCARE RLTY TR COM
$26K
CMICUMMINS INC COM
$25K
GMGENERAL MTRS CO COM
$25K
INVHINVITATION HOMES INC COM
$24K
OMCOMNICOM GROUP INC COM
$23K
PEPPEPSICO INC COM
$23K
PSAPUBLIC STORAGE COM
$23K
DKDELEK US HLDGS INC NEW COM
$22K
LYBLYONDELLBASELL INDUSTRIES N SHS - A -
$22K
TRNTRINITY INDS INC COM
$22K
BACVERIZON COMMUNICATIONS INC COM
$22K
CAHCARDINAL HEALTH INC COM
$22K
STRASTRATEGIC ED INC COM
$22K
SKMEURSK TELECOM LTD SPONSORED ADR
$21K
PEGPUBLIC SVC ENTERPRISE GRP IN COM
$21K
MSMMSC INDL DIRECT INC CL A
$21K
USBUS BANCORP DEL COM NEW
$21K
HBANHUNTINGTON BANCSHARES INC COM
$20K
PRUPRUDENTIAL FINL INC COM
$20K
GNTXGENTEX CORP COM
$20K
TPRTAPESTRY INC COM
$20K
CFGCITIZENS FINL GROUP INC COM
$20K
GILDGILEAD SCIENCES INC COM
$20K
CUBECUBESMART COM
$20K
TRTN-PATRITON INTL LTD CL A
$20K
HPPHUDSON PAC PPTYS INC COM
$19K
PPLPPL CORP COM
$19K
ELSEQUITY LIFESTYLE PPTYS INC COM
$18K
PG4PRINCIPAL FINANCIAL GROUP IN COM
$18K
HTAEURHEALTHCARE TR AMER INC CL A NEW
$18K
STAGSTAG INDL INC COM
$18K
BROADSTONE NET LEASE INC CL A COM
$17K
PEOEXELON CORP COM
$17K
DRHDIAMONDROCK HOSPITALITY CO COM
$17K
EHCENCOMPASS HEALTH CORP COM
$17K
CBTCABOT CORP COM
$16K
HIWHIGHWOODS PPTYS INC COM
$15K
PLDPROLOGIS INC. COM
$15K
EQIXEQUINIX INC COM
$14K
AEOAMERICAN EAGLE OUTFITTERS IN COM
$14K
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999
$14K
CMCANADIAN IMP BK COMM COM
$14K
COLDAMERICOLD RLTY TR COM
$14K
MRKMERCK & CO. INC COM
$14K
SHOSUNSTONE HOTEL INVS INC NEW COM
$13K
RNRRENAISSANCERE HLDGS LTD COM
$13K
GOOGLALPHABET INC CAP STK CL A
$13K
DOCHEALTHPEAK PROPERTIES INC COM
$13K
SITCUSDSITE CTRS CORP COM
$12K
HSTHOST HOTELS & RESORTS INC COM
$12K
FRTEURFEDERAL RLTY INVT TR SH BEN INT NEW
$12K
MSFTMICROSOFT CORP COM
$12K
LHCGUSDLHC GROUP INC COM
$12K
EGPEASTGROUP PPTYS INC COM
$12K
COR1EURCORESITE RLTY CORP COM
$12K
MAMASTERCARD INCORPORATED CL A
$11K
RWTREDWOOD TR INC COM
$11K
PDMPIEDMONT OFFICE REALTY TR IN COM CL A
$11K
NKENIKE INC CL B
$10K
BBBYEURBED BATH & BEYOND INC COM
$10K
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