VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$2.8B
Holdings
206
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (206 positions)
| Stock | Value |
|---|---|
BCBRUNSWICK CORP COM | $84.8M |
JBLJABIL INC COM | $79.0M |
FSLRFIRST SOLAR INC COM | $70.9M |
STRASTRATEGIC ED INC COM | $70.4M |
EHCENCOMPASS HEALTH CORP COM | $64.8M |
ENSENERSYS COM | $57.1M |
WF2WINTRUST FINL CORP COM | $55.5M |
WFGWEST FRASER TIMBER CO LTD COM | $55.0M |
JT5MUELLER WTR PRODS INC COM SER A | $53.9M |
TDCTERADATA CORP DEL COM | $47.9M |
TRIPTRIPADVISOR INC COM | $47.8M |
GNTXGENTEX CORP COM | $47.2M |
HBANHUNTINGTON BANCSHARES INC COM | $45.9M |
THRTHERMON GROUP HLDGS INC COM | $45.7M |
—ARGO GROUP INTL HLDGS LTD COM | $45.4M |
SYYSYSCO CORP COM | $44.8M |
KROKRONOS WORLDWIDE INC COM | $44.4M |
CBTCABOT CORP COM | $43.8M |
AVBAVALONBAY CMNTYS INC COM | $42.3M |
MR4MERIDIAN BIOSCIENCE INC COM | $40.6M |
SL2SLEEP NUMBER CORP COM | $38.7M |
AMHAMERICAN HOMES 4 RENT CL A | $35.6M |
RNRRENAISSANCERE HLDGS LTD COM | $35.2M |
ANFABERCROMBIE & FITCH CO CL A | $33.2M |
DOCUSDPHYSICIANS RLTY TR COM | $32.6M |
CSCOCISCO SYS INC COM | $31.1M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $31.1M |
RYROYAL BK CDA COM | $30.9M |
VNQVANGUARD INDEX FDS REAL ESTATE ETF | $30.4M |
LXFRLUXFER HOLDINGS PLC SHS | $30.3M |
VNQIVANGUARD INTL EQUITY INDEX F GLB EX US ETF | $30.0M |
KMIKINDER MORGAN INC DEL COM | $28.1M |
MRKMERCK & CO INC COM | $27.9M |
PEPPEPSICO INC COM | $26.3M |
SPGSIMON PPTY GROUP INC NEW COM | $24.7M |
NXSTNEXSTAR MEDIA GROUP INC CL A | $24.1M |
MSMMSC INDL DIRECT INC CL A | $24.0M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $23.8M |
PRGSPROGRESS SOFTWARE CORP COM | $23.7M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $23.7M |
PRUPRUDENTIAL FINL INC COM | $23.5M |
MSFTMICROSOFT CORP COM | $23.4M |
TRTN-PATRITON INTL LTD CL A | $23.3M |
AREALEXANDRIA REAL ESTATE EQ IN COM | $23.3M |
INVHINVITATION HOMES INC COM | $22.7M |
DRHDIAMONDROCK HOSPITALITY CO COM | $21.8M |
CAHCARDINAL HEALTH INC COM | $21.2M |
OMCOMNICOM GROUP INC COM | $20.7M |
PLDPROLOGIS INC. COM | $20.6M |
GILDGILEAD SCIENCES INC COM | $20.2M |
TRVCCITIGROUP INC COM NEW | $19.9M |
SUISUN CMNTYS INC COM | $19.4M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $19.2M |
CUBECUBESMART COM | $18.6M |
TXNTEXAS INSTRS INC COM | $18.2M |
DKDELEK US HLDGS INC NEW COM | $18.1M |
BACVERIZON COMMUNICATIONS INC COM | $17.7M |
PPLPPL CORP COM | $17.4M |
SIGASIGA TECHNOLOGIES INC COM | $16.9M |
MRSHMARSH & MCLENNAN COS INC COM | $16.0M |
REXRREXFORD INDL RLTY INC COM | $15.9M |
HPPHUDSON PAC PPTYS INC COM | $15.9M |
AMEDAMEDISYS INC COM | $15.6M |
MAMASTERCARD INCORPORATED CL A | $15.6M |
HIWHIGHWOODS PPTYS INC COM | $15.5M |
TRNOTERRENO RLTY CORP COM | $15.4M |
BNLBROADSTONE NET LEASE INC COM | $15.1M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $14.5M |
ELLAUDER ESTEE COS INC CL A | $14.3M |
HRUSDHEALTHCARE RLTY TR COM | $14.1M |
DEDEERE & CO COM | $14.0M |
OHIOMEGA HEALTHCARE INVS INC COM | $13.9M |
EXECHESAPEAKE ENERGY CORP COM | $13.5M |
IQVIQVIA HLDGS INC COM | $13.4M |
NKENIKE INC CL B | $13.0M |
AMATAPPLIED MATLS INC COM | $12.4M |
VICIVICI PPTYS INC COM | $12.3M |
STAGSTAG INDL INC COM | $11.9M |
EXREXTRA SPACE STORAGE INC COM | $11.7M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $11.3M |
DOCHEALTHPEAK PROPERTIES INC COM | $10.7M |
NEENEXTERA ENERGY INC COM | $10.3M |
LXPUSDLXP INDUSTRIAL TRUST COM | $10.2M |
AMTAMERICAN TOWER CORP NEW COM | $10.2M |
SPGIS&P GLOBAL INC COM | $8.9M |
AAPLAPPLE INC COM | $8.8M |
MDTMEDTRONIC PLC SHS | $8.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $7.7M |
PTCPTC INC COM | $7.7M |
HSTHOST HOTELS & RESORTS INC COM | $7.6M |
UNPUNION PAC CORP COM | $7.5M |
SRESEMPRA COM | $7.3M |
PHIPLDT INC SPONSORED ADR | $6.8M |
KRCKILROY RLTY CORP COM | $6.7M |
AEPAMERICAN ELEC PWR CO INC COM | $6.4M |
LHCGUSDLHC GROUP INC COM | $5.9M |
WMBWILLIAMS COS INC COM | $5.7M |
SITCUSDSITE CTRS CORP COM | $5.5M |
VVISA INC COM CL A | $5.5M |
XYLXYLEM INC COM | $5.4M |
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