VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$10.1B
Holdings
232
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (232 positions)
| Stock | Value |
|---|---|
CMECME GROUP INC COM | $22.8M |
NEENEXTERA ENERGY INC COM | $22.7M |
LLYELI LILLY & CO COM | $22.2M |
FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | $22.0M |
USBUS BANCORP DEL COM NEW | $21.4M |
ORCLORACLE CORP COM | $20.5M |
MSMMSC INDL DIRECT INC CL A | $20.4M |
PHPARKER-HANNIFIN CORP COM | $20.2M |
LINLINDE PLC SHS | $20.2M |
PSXPHILLIPS 66 COM | $19.4M |
SUISUN CMNTYS INC COM | $19.0M |
CATCATERPILLAR INC COM | $18.4M |
COSTCOSTCO WHSL CORP NEW COM | $17.9M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $17.8M |
CVXCHEVRON CORP NEW COM | $17.6M |
IEXIDEX CORP COM | $16.8M |
EWEDWARDS LIFESCIENCES CORP COM | $16.6M |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $16.4M |
ICEINTERCONTINENTAL EXCHANGE IN COM | $16.4M |
EXEEXPAND ENERGY CORPORATION COM | $16.0M |
HIWHIGHWOODS PPTYS INC COM | $15.9M |
OTISOTIS WORLDWIDE CORP COM | $15.8M |
ITWILLINOIS TOOL WKS INC COM | $15.7M |
DISDISNEY WALT CO COM | $15.6M |
IQVIQVIA HLDGS INC COM | $15.5M |
SL2SLEEP NUMBER CORP COM | $15.2M |
STAGSTAG INDL INC COM | $15.2M |
REXRREXFORD INDL RLTY INC COM | $15.0M |
OMCOMNICOM GROUP INC COM | $14.7M |
PPLPPL CORP COM | $14.3M |
ECLECOLAB INC COM | $14.3M |
SHWSHERWIN WILLIAMS CO COM | $14.2M |
AWCAMERICAN WTR WKS CO INC NEW COM | $14.2M |
COLDAMERICOLD REALTY TRUST INC COM | $14.0M |
SPGSIMON PPTY GROUP INC NEW COM | $13.8M |
ROKROCKWELL AUTOMATION INC COM | $12.9M |
ELLAUDER ESTEE COS INC CL A | $12.6M |
ISRGINTUITIVE SURGICAL INC COM NEW | $12.5M |
MCDMCDONALDS CORP COM | $12.3M |
PSAPUBLIC STORAGE OPER CO COM | $12.2M |
CLCOLGATE PALMOLIVE CO COM | $11.7M |
TRPTC ENERGY CORP COM | $11.3M |
CPCANADIAN PACIFIC KANSAS CITY COM | $11.3M |
WELLWELLTOWER INC COM | $11.2M |
ADPAUTOMATIC DATA PROCESSING IN COM | $10.8M |
MCXMCCORMICK & CO INC COM NON VTG | $10.8M |
TJXTJX COS INC NEW COM | $10.3M |
DUKDUKE ENERGY CORP NEW COM NEW | $10.3M |
WMWASTE MGMT INC DEL COM | $10.1M |
AVBAVALONBAY CMNTYS INC COM | $9.5M |
REGREGENCY CTRS CORP COM | $8.6M |
HSTHOST HOTELS & RESORTS INC COM | $8.3M |
A4SAMERIPRISE FINL INC COM | $8.3M |
NUENUCOR CORP COM | $8.2M |
AMTAMERICAN TOWER CORP NEW COM | $7.9M |
DDOMINION ENERGY INC COM | $7.8M |
ABTABBOTT LABS COM | $7.5M |
PEOEXELON CORP COM | $7.4M |
WMTWALMART INC COM | $6.9M |
XYLXYLEM INC COM | $6.8M |
EIXEDISON INTL COM | $6.8M |
ABBVABBVIE INC COM | $6.5M |
WFCWELLS FARGO CO NEW COM | $6.2M |
BACBANK AMERICA CORP COM | $6.1M |
PGRPROGRESSIVE CORP COM | $6.1M |
LIILENNOX INTL INC COM | $5.9M |
TRITHOMSON REUTERS CORP COM | $5.9M |
EAELECTRONIC ARTS INC COM | $5.8M |
FDSFACTSET RESH SYS INC COM | $5.8M |
MSAMSA SAFETY INC COM | $5.8M |
ANETARISTA NETWORKS INC COM SHS | $5.8M |
NTAPNETAPP INC COM | $5.4M |
TXNMTXNM ENERGY INC COM | $5.3M |
TRGPTARGA RES CORP COM | $5.3M |
NWENORTHWESTERN ENERGY GROUP IN COM NEW | $5.3M |
PORPORTLAND GEN ELEC CO COM NEW | $5.1M |
AVAAVISTA CORP COM | $5.0M |
AESAES CORP COM | $4.9M |
DTEDTE ENERGY CO COM | $4.9M |
CWTCALIFORNIA WTR SVC GROUP COM | $4.8M |
MPCMARATHON PETE CORP COM | $4.7M |
FQIDIGITAL RLTY TR INC COM | $4.5M |
SBCSABRA HEALTH CARE REIT INC COM | $4.5M |
AZOAUTOZONE INC COM | $4.5M |
BMYBRISTOL-MYERS SQUIBB CO COM | $4.4M |
LXPUSDLXP INDUSTRIAL TRUST COM | $4.4M |
SNASNAP ON INC COM | $4.4M |
CSXCSX CORP COM | $4.1M |
IVTINVENTRUST PPTYS CORP COM NEW | $4.1M |
TTTRANE TECHNOLOGIES PLC SHS | $4.1M |
PCARPACCAR INC COM | $3.9M |
ELVELEVANCE HEALTH INC COM | $3.9M |
AFWALIGN TECHNOLOGY INC COM | $3.9M |
REGNREGENERON PHARMACEUTICALS COM | $3.8M |
PNRPENTAIR PLC SHS | $3.6M |
LRCXLAM RESEARCH CORP COM NEW | $3.6M |
IPGINTERPUBLIC GROUP COS INC COM | $3.4M |
SRSPIRE INC COM | $3.1M |
DRHDIAMONDROCK HOSPITALITY CO COM | $2.6M |
HTOSJW GROUP COM | $2.4M |