VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2021 Filing
Filed May 14, 2021
Portfolio Value
$2.2B
Holdings
177
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
WFGWEST FRASER TIMBER CO LTD COM | $69.7M |
JBLJABIL INC COM | $61.7M |
THRTHERMON GROUP HLDGS INC COM | $56.0M |
ANFABERCROMBIE & FITCH CO CL A | $55.6M |
BCBRUNSWICK CORP COM | $54.6M |
AVBAVALONBAY CMNTYS INC COM | $54.4M |
—ARGO GROUP INTL HLDGS LTD COM | $48.7M |
TDCTERADATA CORP DEL COM | $45.7M |
STRASTRATEGIC ED INC COM | $39.2M |
LXFRLUXFER HOLDINGS PLC SHS | $38.9M |
KROKRONOS WORLDWIDE INC COM | $38.8M |
ENSENERSYS COM | $37.8M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $36.5M |
CSCOCISCO SYS INC COM | $33.9M |
RYROYAL BK CDA COM | $33.0M |
FSLRFIRST SOLAR INC COM | $30.8M |
SL2SLEEP NUMBER CORP COM | $28.7M |
HRUSDHEALTHCARE RLTY TR COM | $28.7M |
PEPPEPSICO INC COM | $28.2M |
TCFTCF FINL CORP COM | $27.3M |
EHCENCOMPASS HEALTH CORP COM | $27.1M |
GNTXGENTEX CORP COM | $27.0M |
RNRRENAISSANCERE HLDGS LTD COM | $27.0M |
OMCOMNICOM GROUP INC COM | $26.2M |
HBANHUNTINGTON BANCSHARES INC COM | $26.1M |
MRKMERCK & CO. INC COM | $25.9M |
INVHINVITATION HOMES INC COM | $25.9M |
TRNTRINITY INDS INC COM | $25.9M |
BACVERIZON COMMUNICATIONS INC COM | $25.2M |
CAHCARDINAL HEALTH INC COM | $25.0M |
DKDELEK US HLDGS INC NEW COM | $25.0M |
SKMEURSK TELECOM LTD SPONSORED ADR | $24.0M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $23.3M |
GILDGILEAD SCIENCES INC COM | $23.3M |
PRUPRUDENTIAL FINL INC COM | $23.2M |
MSMMSC INDL DIRECT INC CL A | $23.1M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $23.1M |
CBTCABOT CORP COM | $22.6M |
WELLWELLTOWER INC COM | $22.1M |
USBUS BANCORP DEL COM NEW | $21.8M |
ELSEQUITY LIFESTYLE PPTYS INC COM | $21.7M |
PSAPUBLIC STORAGE COM | $21.3M |
TRTN-PATRITON INTL LTD CL A | $21.3M |
FRTEURFEDERAL RLTY INVT TR SH BEN INT NEW | $21.3M |
CUBECUBESMART COM | $21.2M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $21.1M |
PPLPPL CORP COM | $20.7M |
REXRREXFORD INDL RLTY INC COM | $20.6M |
STAGSTAG INDL INC COM | $19.6M |
COR1EURCORESITE RLTY CORP COM | $19.1M |
WF2WINTRUST FINL CORP COM | $18.7M |
HIWHIGHWOODS PPTYS INC COM | $18.6M |
LHCGUSDLHC GROUP INC COM | $17.8M |
HPPHUDSON PAC PPTYS INC COM | $17.7M |
DRHDIAMONDROCK HOSPITALITY CO COM | $17.7M |
CMCANADIAN IMP BK COMM COM | $17.3M |
—BROADSTONE NET LEASE INC COM | $17.1M |
DOCHEALTHPEAK PROPERTIES INC COM | $16.8M |
GOOGLALPHABET INC CAP STK CL A | $16.6M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $16.1M |
MSFTMICROSOFT CORP COM | $15.6M |
PLDPROLOGIS INC. COM | $15.4M |
—WEINGARTEN RLTY INVS SH BEN INT | $15.4M |
TRNOTERRENO RLTY CORP COM | $14.3M |
EQIXEQUINIX INC COM | $14.0M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $13.6M |
HSTHOST HOTELS & RESORTS INC COM | $13.4M |
RWTREDWOOD TR INC COM | $12.9M |
TRIPTRIPADVISOR INC COM | $12.3M |
MAMASTERCARD INCORPORATED CL A | $11.8M |
CUZCOUSINS PPTYS INC COM NEW | $11.6M |
AMATAPPLIED MATLS INC COM | $11.4M |
DEDEERE & CO COM | $11.1M |
VLOVALERO ENERGY CORP COM | $11.0M |
NKENIKE INC CL B | $11.0M |
—ATLAS CORP SHARES | $10.9M |
BLKCHFBLACKROCK INC COM | $10.4M |
EXREXTRA SPACE STORAGE INC COM | $10.4M |
PHIPLDT INC SPONSORED ADR | $9.9M |
FQIDIGITAL RLTY TR INC COM | $8.8M |
BBBYEURBED BATH & BEYOND INC COM | $8.8M |
MRSHMARSH & MCLENNAN COS INC COM | $8.5M |
ELLAUDER ESTEE COS INC CL A | $8.4M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $7.1M |
UNPUNION PAC CORP COM | $6.7M |
AMTAMERICAN TOWER CORP NEW COM | $6.7M |
MDTMEDTRONIC PLC SHS | $6.4M |
OREALTY INCOME CORP COM | $6.1M |
BKNGBOOKING HOLDINGS INC COM | $6.0M |
IQVIQVIA HLDGS INC COM | $5.9M |
SYYSYSCO CORP COM | $5.9M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $5.6M |
NEENEXTERA ENERGY INC COM | $4.8M |
CDPCORPORATE OFFICE PPTYS TR SH BEN INT | $4.8M |
JNJJOHNSON & JOHNSON COM | $4.6M |
PTCPTC INC COM | $4.6M |
EGPEASTGROUP PPTYS INC COM | $4.5M |
TMOTHERMO FISHER SCIENTIFIC INC COM | $4.2M |
BNSBANK NOVA SCOTIA B C COM | $4.2M |
JPMJPMORGAN CHASE & CO COM | $3.7M |
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