VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$1.2B
Holdings
154
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (154 positions)
| Stock | Value |
|---|---|
SPGSIMON PPTY GROUP INC NEW COM | $58.9M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $33.8M |
SKMEURSK TELECOM LTD SPONSORED ADR | $31.0M |
BACVERIZON COMMUNICATIONS INC COM | $30.2M |
CMCDN IMPERIAL BK COMM TORONTO COM | $29.9M |
LIESUN LIFE FINL INC COM | $29.7M |
CUBECUBESMART COM | $28.3M |
CSCOCISCO SYS INC COM | $26.6M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $26.4M |
MRKMERCK & CO INC COM | $25.3M |
—RETAIL PPTYS AMER INC CL A | $25.1M |
PEGPUBLIC SVC ENTERPRISE GROUP COM | $23.3M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $23.2M |
XOMEXXON MOBIL CORP COM | $23.1M |
VLOVALERO ENERGY CORP NEW COM | $23.0M |
LBEURL BRANDS INC COM | $23.0M |
ARCCARES CAP CORP COM | $22.9M |
TWOEURTWO HBRS INVT CORP COM NEW | $22.6M |
PSAPUBLIC STORAGE COM | $19.9M |
EQREQUITY RESIDENTIAL SH BEN INT | $19.3M |
TRTN-PATRITON INTL LTD CL A | $18.3M |
AVBAVALONBAY CMNTYS INC COM | $15.5M |
PLDPROLOGIS INC COM | $15.3M |
—HCP INC COM | $14.5M |
PBFPBF ENERGY INC CL A | $13.7M |
RWTREDWOOD TR INC COM | $13.2M |
NTRNUTRIEN LTD COM | $13.2M |
PPLPPL CORP COM | $13.1M |
NYCBEURNEW YORK CMNTY BANCORP INC COM | $13.1M |
KWKENNEDY-WILSON HLDGS INC COM | $12.9M |
PHIPLDT INC SPONSORED ADR | $12.8M |
OMCOMNICOM GROUP INC COM | $12.6M |
—DCT INDUSTRIAL TRUST INC COM NEW | $12.1M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $12.0M |
REGREGENCY CTRS CORP COM | $11.7M |
WELLWELLTOWER INC COM | $11.4M |
TRNTRINITY INDS INC COM | $11.3M |
BCBRUNSWICK CORP COM | $11.2M |
THRTHERMON GROUP HLDGS INC COM | $11.1M |
—BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN | $10.9M |
LHCGUSDLHC GROUP INC COM | $10.1M |
ESRTEMPIRE ST RLTY TR INC CL A | $10.1M |
BXPBOSTON PROPERTIES INC COM | $10.0M |
—DEL FRISCOS RESTAURANT GROUP COM | $9.9M |
ARCPEURVEREIT INC COM | $9.6M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $9.5M |
MAAMID AMER APT CMNTYS INC COM | $9.5M |
FSLRFIRST SOLAR INC COM | $9.1M |
SAVESPIRIT AIRLS INC COM | $8.5M |
ENSENERSYS COM | $8.4M |
VENVENTAS INC COM | $7.8M |
NNNNATIONAL RETAIL PPTYS INC COM | $7.5M |
SLCAU S SILICA HLDGS INC COM | $6.8M |
FQIDIGITAL RLTY TR INC COM | $6.6M |
—GGP INC COM | $6.5M |
EQIXEQUINIX INC COM PAR $0.001 | $6.4M |
37MMRC GLOBAL INC COM | $6.3M |
—LASALLE HOTEL PPTYS COM SH BEN INT | $6.0M |
—FOGO DE CHAO INC COM | $5.9M |
RNRRENAISSANCERE HOLDINGS LTD COM | $5.5M |
TERTERADYNE INC COM | $5.4M |
VNOVORNADO RLTY TR SH BEN INT | $5.4M |
DKDELEK US HLDGS INC NEW COM | $5.4M |
UBNTEURUBIQUITI NETWORKS INC COM | $5.3M |
SL2SLEEP NUMBER CORP COM | $5.3M |
AELUSDAMERICAN EQTY INVT LIFE HLD COM | $5.3M |
ANFABERCROMBIE & FITCH CO CL A | $5.1M |
AEOAMERICAN EAGLE OUTFITTERS NE COM | $4.9M |
HOPEHOPE BANCORP INC COM | $4.7M |
JBLJABIL INC COM | $4.6M |
VREXVAREX IMAGING CORP COM | $4.5M |
ESSESSEX PPTY TR INC COM | $4.5M |
ELLAUDER ESTEE COS INC CL A | $4.4M |
MACMACERICH CO COM | $4.4M |
—CAPELLA EDUCATION COMPANY COM | $4.4M |
SYNASYNAPTICS INC COM | $4.3M |
TDCTERADATA CORP DEL COM | $4.2M |
MSFTMICROSOFT CORP COM | $4.1M |
GTLSCHART INDS INC COM PAR $0.01 | $4.1M |
TEN1TENNECO INC COM | $4.1M |
HSTHOST HOTELS & RESORTS INC COM | $4.1M |
—TECH DATA CORP COM | $4.0M |
AMATAPPLIED MATLS INC COM | $4.0M |
JPMJPMORGAN CHASE & CO COM | $4.0M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $3.9M |
NKENIKE INC CL B | $3.8M |
HPPHUDSON PAC PPTYS INC COM | $3.8M |
DEDEERE & CO COM | $3.7M |
MRSHMARSH & MCLENNAN COS INC COM | $3.7M |
MAMASTERCARD INCORPORATED CL A | $3.7M |
OREALTY INCOME CORP COM | $3.6M |
DRHDIAMONDROCK HOSPITALITY CO COM | $3.6M |
SLG2EURSL GREEN RLTY CORP COM | $3.4M |
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW | $3.3M |
SYYSYSCO CORP COM | $3.3M |
ALLEALLEGION PUB LTD CO ORD SHS | $3.3M |
PEPPEPSICO INC COM | $3.3M |
—VALIDUS HOLDINGS LTD COM SHS | $3.3M |
KIMKIMCO RLTY CORP COM | $3.1M |
PPGPPG INDS INC COM | $3.1M |
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