VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2018 Filing

Filed May 15, 2018

Portfolio Value

$1.2T

Holdings

154

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (154 positions)

#StockSharesValue% PortfolioType
101
VALIDUS HOLDINGS LTD COM SHS
48,300$3.3B0.26%
102
KIMKIMCO RLTY CORP COM
214,973$3.1B0.25%
103
PPGPPG INDS INC COM
27,501$3.1B0.25%
104
RLJRLJ LODGING TR COM
154,611$3.0B0.24%
105
INTCINTEL CORP COM
57,217$3.0B0.24%
106
WASHINGTON PRIME GROUP NEW COM
433,766$2.9B0.23%
107
DREUSDDUKE REALTY CORP COM NEW
104,072$2.8B0.22%
108
KALUKAISER ALUMINUM CORP COM PAR $0.01
26,884$2.7B0.22%
109
CPTCAMDEN PPTY TR SH BEN INT
32,045$2.7B0.22%
110
UDRUDR INC COM
75,237$2.7B0.22%
111
APARTMENT INVT & MGMT CO CL A
63,862$2.6B0.21%
112
SKTTANGER FACTORY OUTLET CTRS I COM
116,752$2.6B0.21%
113
EXREXTRA SPACE STORAGE INC COM
29,294$2.6B0.21%
114
LPTUSDLIBERTY PPTY TR SH BEN INT
64,160$2.5B0.21%
115
PRUPRUDENTIAL FINL INC COM
23,996$2.5B0.20%
116
BRXBRIXMOR PPTY GROUP INC COM
158,743$2.4B0.20%
117
WPCW P CAREY INC COM
38,854$2.4B0.19%
118
PGPROCTER AND GAMBLE CO COM
29,404$2.3B0.19%
119
STAYUSDEXTENDED STAY AMER INC UNIT 99/99/9999B
115,844$2.3B0.18%
120
IQVIQVIA HLDGS INC COM
23,104$2.3B0.18%
121
WWWWOLVERINE WORLD WIDE INC COM
75,517$2.2B0.18%
122
TAUBMAN CTRS INC COM
38,238$2.2B0.18%
123
SENIOR HSG PPTYS TR SH BEN INT
134,923$2.1B0.17%
124
DDR CORP COM
286,561$2.1B0.17%
125
VVISA INC COM CL A
17,177$2.1B0.17%
126
OHIOMEGA HEALTHCARE INVS INC COM
73,399$2.0B0.16%
127
APLEAPPLE HOSPITALITY REIT INC COM NEW
104,932$1.8B0.15%
128
ELSEQUITY LIFESTYLE PPTYS INC COM
20,146$1.8B0.14%
129
LA QUINTA HLDGS INC COM
92,315$1.7B0.14%
130
HP5AEQUITY COMWLTH COM SH BEN INT
54,290$1.7B0.13%
131
ASHFORD HOSPITALITY TR INC COM SHS
254,267$1.6B0.13%
132
WEINGARTEN RLTY INVS SH BEN INT
58,376$1.6B0.13%
133
KRCKILROY RLTY CORP COM
22,560$1.6B0.13%
134
ACCUSDAMERICAN CAMPUS CMNTYS INC COM
40,948$1.6B0.13%
135
DEIDOUGLAS EMMETT INC COM
42,879$1.6B0.13%
136
HIWHIGHWOODS PPTYS INC COM
35,417$1.6B0.13%
137
SUISUN CMNTYS INC COM
16,674$1.5B0.12%
138
COLUMBIA PPTY TR INC COM NEW
70,939$1.5B0.12%
139
CBL & ASSOC PPTYS INC COM
334,505$1.4B0.11%
140
BDNBRANDYWINE RLTY TR SH BEN INT NEW
85,181$1.4B0.11%
141
PDMPIEDMONT OFFICE REALTY TR IN COM CL A
76,625$1.3B0.11%
142
FOREST CITY RLTY TR INC COM CL A
66,341$1.3B0.11%
143
EPREPR PPTYS COM SH BEN INT
24,011$1.3B0.11%
144
ELMEWASHINGTON REAL ESTATE INVT SH BEN INT
48,179$1.3B0.11%
145
LXPUSDLEXINGTON REALTY TRUST COM
160,185$1.3B0.10%
146
MPTMEDICAL PPTYS TRUST INC COM
94,355$1.2B0.10%
147
6PMPARAMOUNT GROUP INC COM
82,954$1.2B0.10%
148
PS BUSINESS PKS INC CALIF COM
9,505$1.1B0.09%
149
BRK-BQUALITY CARE PPTYS INC COM
54,392$1.1B0.09%
150
HRUSDHEALTHCARE RLTY TR COM
36,348$1.0B0.08%
151
VREMACK CALI RLTY CORP COM
56,753$949.0M0.08%
152
JBGSJBG SMITH PPTYS COM
27,345$922.0M0.07%
153
SHOSUNSTONE HOTEL INVS INC NEW COM
58,577$892.0M0.07%
154
GRAMERCY PPTY TR COM NEW
38,769$843.0M0.07%
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