VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$9.6T
Holdings
228
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (228 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | KVUEKENVUE INC COM | 780,003 | $18.7B | 0.20% | |
| 102 | AMATAPPLIED MATLS INC COM | 127,363 | $18.5B | 0.19% | |
| 103 | WELLWELLTOWER INC COM | 117,786 | $18.0B | 0.19% | |
| 104 | EXEEXPAND ENERGY CORPORATION COM | 160,816 | $17.9B | 0.19% | |
| 105 | TSLATESLA INC COM | 68,847 | $17.8B | 0.19% | |
| 106 | KOCOCA COLA CO COM | 248,014 | $17.8B | 0.19% | |
| 107 | NKENIKE INC CL B | 279,427 | $17.7B | 0.19% | |
| 108 | PLDPROLOGIS INC. COM | 155,319 | $17.4B | 0.18% | |
| 109 | CATCATERPILLAR INC COM | 51,947 | $17.1B | 0.18% | |
| 110 | SPGSIMON PPTY GROUP INC NEW COM | 101,704 | $16.9B | 0.18% | |
| 111 | KMIKINDER MORGAN INC DEL COM | 578,010 | $16.5B | 0.17% | |
| 112 | PPLPPL CORP COM | 453,061 | $16.4B | 0.17% | |
| 113 | AVBAVALONBAY CMNTYS INC COM | 75,581 | $16.2B | 0.17% | |
| 114 | LXFRLUXFER HLDGS PLC SHS | 1,364,003 | $16.2B | 0.17% | |
| 115 | EWEDWARDS LIFESCIENCES CORP COM | 222,574 | $16.1B | 0.17% | |
| 116 | ISRGINTUITIVE SURGICAL INC COM NEW | 30,635 | $15.2B | 0.16% | |
| 117 | OMCOMNICOM GROUP INC COM | 179,531 | $14.9B | 0.16% | |
| 118 | STAGSTAG INDL INC COM | 403,438 | $14.6B | 0.15% | |
| 119 | COSTCOSTCO WHSL CORP NEW COM | 15,238 | $14.4B | 0.15% | |
| 120 | PSXPHILLIPS 66 COM | 115,977 | $14.3B | 0.15% | |
| 121 | AWCAMERICAN WTR WKS CO INC NEW COM | 96,455 | $14.2B | 0.15% | |
| 122 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 141,294 | $13.8B | 0.14% | |
| 123 | IQVIQVIA HLDGS INC COM | 78,364 | $13.8B | 0.14% | |
| 124 | YUMCYUM CHINA HLDGS INC COM | 263,662 | $13.7B | 0.14% | |
| 125 | MCDMCDONALDS CORP COM | 43,719 | $13.7B | 0.14% | |
| 126 | TN1TENNANT CO COM | 168,723 | $13.5B | 0.14% | |
| 127 | CLCOLGATE PALMOLIVE CO COM | 139,206 | $13.0B | 0.14% | |
| 128 | FQIDIGITAL RLTY TR INC COM | 87,362 | $12.5B | 0.13% | |
| 129 | NFLXNETFLIX INC COM | 13,189 | $12.3B | 0.13% | |
| 130 | CPCANADIAN PACIFIC KANSAS CITY COM | 121,153 | $12.2B | 0.13% | |
| 131 | AREALEXANDRIA REAL ESTATE EQ IN COM | 130,341 | $12.1B | 0.13% | |
| 132 | ICEINTERCONTINENTAL EXCHANGE IN COM | 68,956 | $11.9B | 0.12% | |
| 133 | WMWASTE MGMT INC DEL COM | 51,377 | $11.9B | 0.12% | |
| 134 | BNLBROADSTONE NET LEASE INC COM | 683,455 | $11.6B | 0.12% | |
| 135 | ADPAUTOMATIC DATA PROCESSING IN COM | 37,822 | $11.6B | 0.12% | |
| 136 | CBRECBRE GROUP INC CL A | 87,074 | $11.4B | 0.12% | |
| 137 | ADBEADOBE INC COM | 29,086 | $11.2B | 0.12% | |
| 138 | SUISUN CMNTYS INC COM | 86,675 | $11.1B | 0.12% | |
| 139 | TRPTC ENERGY CORP COM | 160,321 | $10.9B | 0.11% | |
| 140 | VICIVICI PPTYS INC COM | 331,364 | $10.8B | 0.11% | |
| 141 | TJXTJX COS INC NEW COM | 85,941 | $10.5B | 0.11% | |
| 142 | OTISOTIS WORLDWIDE CORP COM | 98,702 | $10.2B | 0.11% | |
| 143 | REXRREXFORD INDL RLTY INC COM | 258,892 | $10.1B | 0.11% | |
| 144 | AMTAMERICAN TOWER CORP NEW COM | 46,579 | $10.1B | 0.11% | |
| 145 | APHAMPHENOL CORP NEW CL A | 153,556 | $10.1B | 0.11% | |
| 146 | PSAPUBLIC STORAGE OPER CO COM | 32,896 | $9.8B | 0.10% | |
| 147 | FT2FIRST HORIZON CORPORATION COM | 482,132 | $9.4B | 0.10% | |
| 148 | ABTABBOTT LABS COM | 67,825 | $9.0B | 0.09% | |
| 149 | ECLECOLAB INC COM | 34,759 | $8.8B | 0.09% | |
| 150 | DDOMINION ENERGY INC COM | 155,488 | $8.7B | 0.09% | |
| 151 | NUENUCOR CORP COM | 72,295 | $8.7B | 0.09% | |
| 152 | HIWHIGHWOODS PPTYS INC COM | 289,587 | $8.6B | 0.09% | |
| 153 | SHWSHERWIN WILLIAMS CO COM | 24,324 | $8.5B | 0.09% | |
| 154 | A4SAMERIPRISE FINL INC COM | 17,124 | $8.3B | 0.09% | |
| 155 | TRITHOMSON REUTERS CORP COM | 23,156 | $8.3B | 0.09% | |
| 156 | PCGPG&E CORP COM | 476,707 | $8.2B | 0.09% | |
| 157 | IEXIDEX CORP COM | 44,524 | $8.1B | 0.08% | |
| 158 | DISDISNEY WALT CO COM | 81,264 | $8.0B | 0.08% | |
| 159 | ABBVABBVIE INC COM | 38,131 | $8.0B | 0.08% | |
| 160 | NOWSERVICENOW INC COM | 9,550 | $7.6B | 0.08% | |
| 161 | TRGPTARGA RES CORP COM | 37,894 | $7.6B | 0.08% | |
| 162 | SBUXSTARBUCKS CORP COM | 77,079 | $7.6B | 0.08% | |
| 163 | FEFIRSTENERGY CORP COM | 185,023 | $7.5B | 0.08% | |
| 164 | ESEVERSOURCE ENERGY COM | 119,651 | $7.4B | 0.08% | |
| 165 | PGRPROGRESSIVE CORP COM | 26,010 | $7.4B | 0.08% | |
| 166 | HSTHOST HOTELS & RESORTS INC COM | 512,497 | $7.3B | 0.08% | |
| 167 | WMTWALMART INC COM | 80,408 | $7.1B | 0.07% | |
| 168 | DUKDUKE ENERGY CORP NEW COM NEW | 57,671 | $7.0B | 0.07% | |
| 169 | ETRENTERGY CORP NEW COM | 81,572 | $7.0B | 0.07% | |
| 170 | XYLXYLEM INC COM | 56,935 | $6.8B | 0.07% | |
| 171 | SBCSABRA HEALTH CARE REIT INC COM | 381,329 | $6.7B | 0.07% | |
| 172 | TXNMTXNM ENERGY INC COM | 123,298 | $6.6B | 0.07% | |
| 173 | WFCWELLS FARGO CO NEW COM | 90,156 | $6.5B | 0.07% | |
| 174 | FDSFACTSET RESH SYS INC COM | 13,636 | $6.2B | 0.06% | |
| 175 | NWENORTHWESTERN ENERGY GROUP IN COM NEW | 106,494 | $6.2B | 0.06% | |
| 176 | BKRBAKER HUGHES COMPANY CL A | 139,837 | $6.1B | 0.06% | |
| 177 | IRMIRON MTN INC DEL COM | 70,641 | $6.1B | 0.06% | |
| 178 | BACBANK AMERICA CORP COM | 142,644 | $6.0B | 0.06% | |
| 179 | PORPORTLAND GEN ELEC CO COM NEW | 133,400 | $5.9B | 0.06% | |
| 180 | EAELECTRONIC ARTS INC COM | 40,799 | $5.9B | 0.06% | |
| 181 | VSTVISTRA CORP COM | 48,724 | $5.7B | 0.06% | |
| 182 | LIILENNOX INTL INC COM | 10,150 | $5.7B | 0.06% | |
| 183 | CEGCONSTELLATION ENERGY CORP COM | 26,714 | $5.4B | 0.06% | |
| 184 | BMYBRISTOL-MYERS SQUIBB CO COM | 88,093 | $5.4B | 0.06% | |
| 185 | AZOAUTOZONE INC COM | 1,353 | $5.2B | 0.05% | |
| 186 | MPCMARATHON PETE CORP COM | 34,764 | $5.1B | 0.05% | |
| 187 | MSAMSA SAFETY INC COM | 33,601 | $4.9B | 0.05% | |
| 188 | ELVELEVANCE HEALTH INC COM | 10,992 | $4.8B | 0.05% | |
| 189 | NTAPNETAPP INC COM | 52,236 | $4.6B | 0.05% | |
| 190 | SNASNAP ON INC COM | 12,674 | $4.3B | 0.04% | |
| 191 | CSXCSX CORP COM | 138,761 | $4.1B | 0.04% | |
| 192 | IVTINVENTRUST PPTYS CORP COM NEW | 134,939 | $4.0B | 0.04% | |
| 193 | PCARPACCAR INC COM | 40,690 | $4.0B | 0.04% | |
| 194 | LRCXLAM RESEARCH CORP COM NEW | 51,927 | $3.8B | 0.04% | |
| 195 | TTTRANE TECHNOLOGIES PLC SHS | 11,030 | $3.7B | 0.04% | |
| 196 | CWTCALIFORNIA WTR SVC GROUP COM | 74,305 | $3.6B | 0.04% | |
| 197 | ANETARISTA NETWORKS INC COM SHS | 45,813 | $3.5B | 0.04% | |
| 198 | REGNREGENERON PHARMACEUTICALS COM | 5,467 | $3.5B | 0.04% | |
| 199 | PNRPENTAIR PLC SHS | 38,030 | $3.3B | 0.03% | |
| 200 | TGSTRANSPORTADORA DE GAS SUR SPONSORED ADS B | 115,420 | $3.1B | 0.03% |