VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2017 Filing
Filed August 11, 2017
Portfolio Value
$1.1B
Holdings
155
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $35.2M |
CUBECUBESMART COM | $28.4M |
NYCBEURNEW YORK CMNTY BANCORP INC COM | $26.5M |
CPTCAMDEN PPTY TR SH BEN INT | $26.5M |
CSCOCISCO SYS INC COM | $25.8M |
BACVERIZON COMMUNICATIONS INC COM | $25.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR | $25.8M |
HFCUSDHOLLYFRONTIER CORP COM | $24.4M |
VLOVALERO ENERGY CORP NEW COM | $24.3M |
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM | $24.1M |
LBEURL BRANDS INC COM | $24.1M |
ARCCARES CAP CORP COM | $24.1M |
GMGENERAL MTRS CO COM | $24.0M |
ABBVABBVIE INC COM | $23.9M |
SKMEURSK TELECOM LTD SPONSORED ADR | $23.9M |
POT1EURPOTASH CORP SASK INC COM | $23.5M |
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR | $23.5M |
PEGPUBLIC SVC ENTERPRISE GROUP COM | $23.4M |
PEOEXELON CORP COM | $23.3M |
TWOTWO HBRS INVT CORP COM | $23.3M |
QCOMQUALCOMM INC COM | $23.2M |
SSS1EURLIFE STORAGE INC COM | $23.2M |
SPGSIMON PPTY GROUP INC NEW COM | $22.3M |
—RETAIL PPTYS AMER INC CL A | $14.7M |
—KKR & CO L P DEL COM UNITS | $13.0M |
PBFPBF ENERGY INC CL A | $12.9M |
VENVENTAS INC COM | $12.8M |
RWTREDWOOD TR INC COM | $12.7M |
4I1PHILIP MORRIS INTL INC COM | $12.4M |
TRTN-PATRITON INTL LTD CL A | $12.4M |
PLDPROLOGIS INC COM | $12.4M |
EQREQUITY RESIDENTIAL SH BEN INT | $12.4M |
PHIPLDT INC SPONSORED ADR | $12.1M |
STXSEAGATE TECHNOLOGY PLC SHS | $11.4M |
BXPBOSTON PROPERTIES INC COM | $11.3M |
PSAPUBLIC STORAGE COM | $10.4M |
WELLWELLTOWER INC COM | $10.1M |
VNOVORNADO RLTY TR SH BEN INT | $9.5M |
—HCP INC COM | $8.4M |
—GGP INC COM | $8.3M |
AVBAVALONBAY CMNTYS INC COM | $7.4M |
MAAMID AMER APT CMNTYS INC COM | $5.6M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $5.3M |
FQIDIGITAL RLTY TR INC COM | $5.3M |
TDCTERADATA CORP DEL COM | $5.0M |
MACMACERICH CO COM | $4.9M |
—DEL FRISCOS RESTAURANT GROUP COM | $4.9M |
REGREGENCY CTRS CORP COM | $4.6M |
LHCGUSDLHC GROUP INC COM | $4.5M |
KIMKIMCO RLTY CORP COM | $4.2M |
OREALTY INCOME CORP COM | $4.1M |
SLG2EURSL GREEN RLTY CORP COM | $4.1M |
FSLRFIRST SOLAR INC COM | $4.0M |
—WASHINGTON PRIME GROUP NEW COM | $3.7M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $3.5M |
TRNTRINITY INDS INC COM | $3.4M |
HP5AEQUITY COMWLTH COM SH BEN INT | $3.4M |
—SELECT COMFORT CORP COM | $3.4M |
ESSESSEX PPTY TR INC COM | $3.4M |
UBNTEURUBIQUITI NETWORKS INC COM | $3.4M |
PEPPEPSICO INC COM | $3.3M |
DKDELEK US HLDGS INC COM | $3.3M |
AMATAPPLIED MATLS INC COM | $3.3M |
MRSHMARSH & MCLENNAN COS INC COM | $3.2M |
JPMJPMORGAN CHASE & CO COM | $3.2M |
ELLAUDER ESTEE COS INC CL A | $3.2M |
UDRUDR INC COM | $3.2M |
DREUSDDUKE REALTY CORP COM NEW | $3.1M |
MSFTMICROSOFT CORP COM | $3.0M |
GOOGALPHABET INC CAP STK CL C | $3.0M |
BRXBRIXMOR PPTY GROUP INC COM | $3.0M |
ALLEALLEGION PUB LTD CO ORD SHS | $3.0M |
—APARTMENT INVT & MGMT CO CL A | $3.0M |
PPGPPG INDS INC COM | $2.9M |
—CBL & ASSOC PPTYS INC COM | $2.9M |
—SENIOR HSG PPTYS TR SH BEN INT | $2.9M |
BCBRUNSWICK CORP COM | $2.9M |
DEDEERE & CO COM | $2.9M |
—LUXFER HLDGS PLC SPONSORED ADR | $2.9M |
SAVESPIRIT AIRLS INC COM | $2.9M |
—DUPONT FABROS TECHNOLOGY INC COM | $2.8M |
MRKMERCK & CO INC COM | $2.8M |
TERTERADYNE INC COM | $2.8M |
LPTUSDLIBERTY PPTY TR SH BEN INT | $2.8M |
WPCW P CAREY INC COM | $2.8M |
—DDR CORP COM | $2.7M |
HSTHOST HOTELS & RESORTS INC COM | $2.7M |
SUISUN CMNTYS INC COM | $2.7M |
SYYSYSCO CORP COM | $2.7M |
PG4PRINCIPAL FINL GROUP INC COM | $2.7M |
OHIOMEGA HEALTHCARE INVS INC COM | $2.5M |
THRTHERMON GROUP HLDGS INC COM | $2.5M |
PGPROCTER AND GAMBLE CO COM | $2.5M |
EXREXTRA SPACE STORAGE INC COM | $2.5M |
MAMASTERCARD INCORPORATED CL A | $2.5M |
JBLJABIL INC COM | $2.5M |
ENSENERSYS COM | $2.5M |
—TAUBMAN CTRS INC COM | $2.5M |
AEOAMERICAN EAGLE OUTFITTERS NE COM | $2.4M |
STAYUSDEXTENDED STAY AMER INC UNIT 99/99/9999B | $2.4M |
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