VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$8037.5T

Holdings

215

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
SIGASIGA TECHNOLOGIES INC COM
2,203,508$18.9T0.23%
102
UNHUNITEDHEALTH GROUP INC COM
38,064$18.8T0.23%
103
ZTSZOETIS INC CL A
111,097$18.8T0.23%
104
IEXIDEX CORP COM
76,892$18.8T0.23%
105
OTISOTIS WORLDWIDE CORP COM
188,972$18.8T0.23%
106
SUISUN CMNTYS INC COM
142,934$18.4T0.23%
107
SHWSHERWIN WILLIAMS CO COM
52,350$18.2T0.23%
108
ICEINTERCONTINENTAL EXCHANGE IN COM
131,021$18.0T0.22%
109
ECLECOLAB INC COM
72,821$16.8T0.21%
110
IFFINTERNATIONAL FLAVORS&FRAGRA COM
188,625$16.2T0.20%
111
REXRREXFORD INDL RLTY INC COM
321,161$16.2T0.20%
112
OMCOMNICOM GROUP INC COM
165,561$16.0T0.20%
113
STAGSTAG INDL INC COM
415,073$16.0T0.20%
114
AXPAMERICAN EXPRESS CO COM
69,755$15.9T0.20%
115
ROKROCKWELL AUTOMATION INC COM
53,295$15.5T0.19%
116
EXECHESAPEAKE ENERGY CORP COM
173,181$15.4T0.19%
117
USBUS BANCORP DEL COM NEW
339,607$15.2T0.19%
118
MCXMCCORMICK & CO INC COM NON VTG
197,621$15.2T0.19%
119
PEPPEPSICO INC COM
85,828$15.0T0.19%
120
CBRECBRE GROUP INC CL A
152,798$14.9T0.18%
121
HIWHIGHWOODS PPTYS INC COM
563,129$14.7T0.18%
122
IRTINDEPENDENCE RLTY TR INC COM
896,405$14.5T0.18%
123
SL2SLEEP NUMBER CORP COM
899,677$14.4T0.18%
124
OREALTY INCOME CORP COM
251,608$13.6T0.17%
125
KROKRONOS WORLDWIDE INC COM
1,145,159$13.5T0.17%
126
XOMEXXON MOBIL CORP COM
110,865$12.9T0.16%
127
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
119,627$12.2T0.15%
128
PPLPPL CORP COM
441,102$12.1T0.15%
129
IVTINVENTRUST PPTYS CORP COM NEW
463,276$11.9T0.15%
130
SHOSUNSTONE HOTEL INVS INC NEW COM
1,030,722$11.5T0.14%
131
LINLINDE PLC SHS
23,840$11.1T0.14%
132
BKBANK NEW YORK MELLON CORP COM
186,375$10.7T0.13%
133
LXPUSDLXP INDUSTRIAL TRUST COM
1,182,547$10.7T0.13%
134
AVGOBROADCOM INC COM
7,867$10.4T0.13%
135
CPCANADIAN PACIFIC KANSAS CITY COM
82,963$9.9T0.12%
136
HBANHUNTINGTON BANCSHARES INC COM
706,240$9.9T0.12%
137
COLDAMERICOLD REALTY TRUST INC COM
389,363$9.7T0.12%
138
SPGSIMON PPTY GROUP INC NEW COM
60,224$9.4T0.12%
139
MCDMCDONALDS CORP COM
32,012$9.0T0.11%
140
AMTAMERICAN TOWER CORP NEW COM
44,124$8.7T0.11%
141
TRPTC ENERGY CORP COM
141,016$7.7T0.10%
142
LRCXEURLAM RESEARCH CORP COM
7,470$7.3T0.09%
143
BACVERIZON COMMUNICATIONS INC COM
170,331$7.1T0.09%
144
AEPAMERICAN ELEC PWR CO INC COM
81,853$7.0T0.09%
145
TRGPTARGA RES CORP COM
59,057$6.6T0.08%
146
MPCMARATHON PETE CORP COM
32,436$6.5T0.08%
147
SRESEMPRA COM
89,544$6.4T0.08%
148
REGNREGENERON PHARMACEUTICALS COM
6,627$6.4T0.08%
149
VICIVICI PPTYS INC COM
206,689$6.2T0.08%
150
PSAPUBLIC STORAGE COM
20,454$5.9T0.07%
151
ABBVABBVIE INC COM
32,501$5.9T0.07%
152
WECWEC ENERGY GROUP INC COM
71,640$5.9T0.07%
153
LNGCHENIERE ENERGY INC COM NEW
35,061$5.7T0.07%
154
XELXCEL ENERGY INC COM
104,559$5.6T0.07%
155
CMSCMS ENERGY CORP COM
92,569$5.6T0.07%
156
REGREGENCY CTRS CORP COM
90,769$5.5T0.07%
157
SOSOUTHERN CO COM
73,382$5.3T0.07%
158
DDOMINION ENERGY INC COM
102,312$5.0T0.06%
159
NTRNUTRIEN LTD COM
68,005$5.0T0.06%
160
PCARPACCAR INC COM
40,296$5.0T0.06%
161
LIILENNOX INTL INC COM
10,169$5.0T0.06%
162
FDSFACTSET RESH SYS INC COM
9,804$4.5T0.06%
163
A4SAMERIPRISE FINL INC COM
10,079$4.4T0.05%
164
AFWALIGN TECHNOLOGY INC COM
13,339$4.4T0.05%
165
AZOAUTOZONE INC COM
1,315$4.1T0.05%
166
ELVELEVANCE HEALTH INC COM
7,885$4.1T0.05%
167
EAELECTRONIC ARTS INC COM
30,356$4.0T0.05%
168
ABTABBOTT LABS COM
33,024$3.8T0.05%
169
TRITHOMSON REUTERS CORP. COM
12,804$3.7T0.05%
170
SNASNAP ON INC COM
11,907$3.5T0.04%
171
WELLWELLTOWER INC COM
36,781$3.4T0.04%
172
EIXEDISON INTL COM
45,635$3.2T0.04%
173
IPGINTERPUBLIC GROUP COS INC COM
89,199$2.9T0.04%
174
ANETEURARISTA NETWORKS INC COM
9,412$2.7T0.03%
175
TTTRANE TECHNOLOGIES PLC SHS
8,052$2.4T0.03%
176
HSYHERSHEY CO COM
12,158$2.4T0.03%
177
NTAPNETAPP INC COM
22,264$2.3T0.03%
178
VALVALARIS LTD CL A
26,606$2.0T0.02%
179
VRTXVERTEX PHARMACEUTICALS INC COM
4,686$2.0T0.02%
180
FSVFIRSTSERVICE CORP NEW COM
6,315$1.9T0.02%
181
COSTCOSTCO WHSL CORP NEW COM
2,612$1.9T0.02%
182
CFCF INDS HLDGS INC COM
21,655$1.8T0.02%
183
CLCOLGATE PALMOLIVE CO COM
19,819$1.8T0.02%
184
TTWOTAKE-TWO INTERACTIVE SOFTWAR COM
11,194$1.7T0.02%
185
VRSNVERISIGN INC COM
8,629$1.6T0.02%
186
LULULULULEMON ATHLETICA INC COM
3,919$1.5T0.02%
187
DOVDOVER CORP COM
8,581$1.5T0.02%
188
SBCSABRA HEALTH CARE REIT INC COM
100,500$1.5T0.02%
189
INTUINTUIT COM
2,270$1.5T0.02%
190
GRMNGARMIN LTD SHS
9,695$1.4T0.02%
191
FOXFOX CORP CL B COM
48,055$1.4T0.02%
192
ENBENBRIDGE INC COM
18,864$1.2T0.02%
193
JOEST JOE CO COM
21,511$1.2T0.02%
194
PNRPENTAIR PLC SHS
10,872$928.9B0.01%
195
HSTHOST HOTELS & RESORTS INC COM
41,215$852.3B0.01%
196
VSTSVESTIS CORPORATION COM SHS
31,833$613.4B0.01%
197
AERAERCAP HOLDINGS NV SHS
6,993$607.8B0.01%
198
BLDRBUILDERS FIRSTSOURCE INC COM
2,867$597.9B0.01%
199
WBDWARNER BROS DISCOVERY INC COM SER A
64,820$565.9B0.01%
200
TRNOTERRENO RLTY CORP COM
5,694$378.1B0.00%
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