VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$3.2B
Holdings
192
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (192 positions)
| Stock | Value |
|---|---|
WFGWEST FRASER TIMBER CO LTD COM | $111.1M |
VNQVANGUARD INDEX FDS REAL ESTATE ETF | $108.7M |
VNQIVANGUARD INTL EQUITY INDEX F GLB EX US ETF | $92.8M |
JBLJABIL INC COM | $92.6M |
BCBRUNSWICK CORP COM | $90.7M |
HBANHUNTINGTON BANCSHARES INC COM | $69.7M |
ANFABERCROMBIE & FITCH CO CL A | $66.5M |
SL2SLEEP NUMBER CORP COM | $64.2M |
AVBAVALONBAY CMNTYS INC COM | $62.1M |
ENSENERSYS COM | $60.9M |
—ARGO GROUP INTL HLDGS LTD COM | $56.3M |
THRTHERMON GROUP HLDGS INC COM | $55.9M |
WF2WINTRUST FINL CORP COM | $55.1M |
EQIXEQUINIX INC COM | $54.0M |
FSLRFIRST SOLAR INC COM | $53.2M |
EHCENCOMPASS HEALTH CORP COM | $52.9M |
TDCTERADATA CORP DEL COM | $49.3M |
STRASTRATEGIC ED INC COM | $48.8M |
GNTXGENTEX CORP COM | $47.6M |
KROKRONOS WORLDWIDE INC COM | $43.9M |
CSCOCISCO SYS INC COM | $43.8M |
TRNTRINITY INDS INC COM | $41.0M |
RNRRENAISSANCERE HLDGS LTD COM | $40.6M |
SYYSYSCO CORP COM | $38.9M |
LXFRLUXFER HOLDINGS PLC SHS | $38.6M |
CBTCABOT CORP COM | $35.0M |
TRIPTRIPADVISOR INC COM | $34.3M |
INVHINVITATION HOMES INC COM | $32.6M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $32.2M |
RYROYAL BK CDA COM | $31.4M |
SUISUN CMNTYS INC COM | $31.2M |
MRKMERCK & CO INC COM | $29.6M |
PLDPROLOGIS INC. COM | $28.7M |
TRTN-PATRITON INTL LTD CL A | $28.2M |
PEPPEPSICO INC COM | $28.0M |
MR4MERIDIAN BIOSCIENCE INC COM | $27.9M |
REXRREXFORD INDL RLTY INC COM | $27.9M |
HRUSDHEALTHCARE RLTY TR COM | $27.7M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $27.6M |
WPCWP CAREY INC COM | $27.5M |
MSFTMICROSOFT CORP COM | $27.5M |
TRNOTERRENO RLTY CORP COM | $27.5M |
PRUPRUDENTIAL FINL INC COM | $26.7M |
CAHCARDINAL HEALTH INC COM | $26.7M |
GOOGLALPHABET INC CAP STK CL A | $26.7M |
CUBECUBESMART COM | $26.5M |
OMCOMNICOM GROUP INC COM | $26.3M |
VICIVICI PPTYS INC COM | $26.2M |
MSMMSC INDL DIRECT INC CL A | $25.7M |
GILDGILEAD SCIENCES INC COM | $24.9M |
LHCGUSDLHC GROUP INC COM | $24.8M |
BACVERIZON COMMUNICATIONS INC COM | $24.6M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $24.3M |
HPPHUDSON PAC PPTYS INC COM | $23.4M |
SITCUSDSITE CTRS CORP COM | $23.1M |
OHIOMEGA HEALTHCARE INVS INC COM | $22.6M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $22.4M |
KMIKINDER MORGAN INC DEL COM | $22.2M |
DRHDIAMONDROCK HOSPITALITY CO COM | $21.9M |
PPLPPL CORP COM | $21.7M |
DOCUSDPHYSICIANS RLTY TR COM | $21.7M |
HIWHIGHWOODS PPTYS INC COM | $21.2M |
EXREXTRA SPACE STORAGE INC COM | $21.0M |
USBUS BANCORP DEL COM NEW | $20.7M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $20.2M |
AMATAPPLIED MATLS INC COM | $19.6M |
DKDELEK US HLDGS INC NEW COM | $19.6M |
JT5MUELLER WTR PRODS INC COM SER A | $19.4M |
ELLAUDER ESTEE COS INC CL A | $19.0M |
MAMASTERCARD INCORPORATED CL A | $18.1M |
PRGSPROGRESS SOFTWARE CORP COM | $17.4M |
MRSHMARSH & MCLENNAN COS INC COM | $17.4M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $17.1M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $16.9M |
NKENIKE INC CL B | $16.2M |
CMCANADIAN IMP BK COMM COM | $16.1M |
DEDEERE & CO COM | $16.0M |
BLKCHFBLACKROCK INC COM | $15.3M |
APLEAPPLE HOSPITALITY REIT INC COM NEW | $15.0M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $14.6M |
SPGSIMON PPTY GROUP INC NEW COM | $14.3M |
SKMSK TELECOM LTD SPONSORED ADR | $14.2M |
IQVIQVIA HLDGS INC COM | $14.0M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $12.8M |
BKNGBOOKING HOLDINGS INC COM | $12.4M |
RWTREDWOOD TR INC COM | $12.2M |
VLOVALERO ENERGY CORP COM | $11.1M |
PHIPLDT INC SPONSORED ADR | $11.0M |
KRGKITE RLTY GROUP TR COM NEW | $10.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $10.4M |
—ATLAS CORP SHARES | $10.4M |
AMTAMERICAN TOWER CORP NEW COM | $10.1M |
NEENEXTERA ENERGY INC COM | $10.1M |
MDTMEDTRONIC PLC SHS | $9.3M |
PTCPTC INC COM | $8.9M |
UNPUNION PAC CORP COM | $8.9M |
SIGASIGA TECHNOLOGIES INC COM | $8.7M |
AMHAMERICAN HOMES 4 RENT CL A | $8.4M |
SRESEMPRA COM | $7.2M |
JPMJPMORGAN CHASE & CO COM | $6.6M |
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