VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q2 2025 Filing
Filed August 7, 2025
Portfolio Value
$10.5T
Holdings
239
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (239 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | EXEEXPAND ENERGY CORPORATION COM | 155,597 | $18.2B | 0.17% | |
| 102 | LINLINDE PLC SHS | 38,559 | $18.1B | 0.17% | |
| 103 | TSLATESLA INC COM | 56,816 | $18.0B | 0.17% | |
| 104 | ECLECOLAB INC COM | 66,814 | $18.0B | 0.17% | |
| 105 | WELLWELLTOWER INC COM | 115,517 | $17.8B | 0.17% | |
| 106 | GEGE AEROSPACE COM NEW | 68,629 | $17.7B | 0.17% | |
| 107 | NKENIKE INC CL B | 229,023 | $16.3B | 0.16% | |
| 108 | AWCAMERICAN WTR WKS CO INC NEW COM | 115,016 | $16.0B | 0.15% | |
| 109 | LXFRLUXFER HLDGS PLC SHS | 1,310,724 | $16.0B | 0.15% | |
| 110 | BACBANK AMERICA CORP COM | 326,174 | $15.4B | 0.15% | |
| 111 | MAMASTERCARD INCORPORATED CL A | 27,000 | $15.2B | 0.14% | |
| 112 | CPCANADIAN PACIFIC KANSAS CITY COM | 140,110 | $15.1B | 0.14% | |
| 113 | REXRREXFORD INDL RLTY INC COM | 422,338 | $15.0B | 0.14% | |
| 114 | PPLPPL CORP COM | 433,848 | $14.7B | 0.14% | |
| 115 | CATCATERPILLAR INC COM | 37,665 | $14.6B | 0.14% | |
| 116 | TKRTIMKEN CO COM | 199,070 | $14.4B | 0.14% | |
| 117 | CVXCHEVRON CORP NEW COM | 100,799 | $14.4B | 0.14% | |
| 118 | TROXTRONOX HOLDINGS PLC SHS | 2,803,996 | $14.2B | 0.14% | |
| 119 | TJXTJX COS INC NEW COM | 115,056 | $14.2B | 0.14% | |
| 120 | ABTABBOTT LABS COM | 104,099 | $14.2B | 0.13% | |
| 121 | WFCWELLS FARGO CO NEW COM | 173,458 | $13.9B | 0.13% | |
| 122 | UEOWESTLAKE CORPORATION COM | 182,899 | $13.9B | 0.13% | |
| 123 | PSXPHILLIPS 66 COM | 115,977 | $13.8B | 0.13% | |
| 124 | KVUEKENVUE INC COM | 655,616 | $13.7B | 0.13% | |
| 125 | BNLBROADSTONE NET LEASE INC COM | 848,848 | $13.6B | 0.13% | |
| 126 | APHAMPHENOL CORP NEW CL A | 135,089 | $13.3B | 0.13% | |
| 127 | KMIKINDER MORGAN INC DEL COM | 450,736 | $13.3B | 0.13% | |
| 128 | A4SAMERIPRISE FINL INC COM | 23,930 | $12.8B | 0.12% | |
| 129 | SPGIS&P GLOBAL INC COM | 24,169 | $12.7B | 0.12% | |
| 130 | MCDMCDONALDS CORP COM | 43,412 | $12.7B | 0.12% | |
| 131 | ICEINTERCONTINENTAL EXCHANGE IN COM | 68,956 | $12.7B | 0.12% | |
| 132 | STAGSTAG INDL INC COM | 347,371 | $12.6B | 0.12% | |
| 133 | PSAPUBLIC STORAGE OPER CO COM | 42,115 | $12.4B | 0.12% | |
| 134 | AMTAMERICAN TOWER CORP NEW COM | 55,746 | $12.3B | 0.12% | |
| 135 | CBRECBRE GROUP INC CL A | 87,074 | $12.2B | 0.12% | |
| 136 | TRPTC ENERGY CORP COM | 182,778 | $12.2B | 0.12% | |
| 137 | MPCMARATHON PETE CORP COM | 71,371 | $11.9B | 0.11% | |
| 138 | YUMCYUM CHINA HLDGS INC COM | 263,662 | $11.8B | 0.11% | |
| 139 | PGRPROGRESSIVE CORP COM | 44,009 | $11.7B | 0.11% | |
| 140 | PANWPALO ALTO NETWORKS INC COM | 57,148 | $11.7B | 0.11% | |
| 141 | GMS1EURGMS INC COM | 107,090 | $11.6B | 0.11% | |
| 142 | CRMSALESFORCE INC COM | 42,504 | $11.6B | 0.11% | |
| 143 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | 119,124 | $11.3B | 0.11% | |
| 144 | TTWOTAKE-TWO INTERACTIVE SOFTWAR COM | 46,288 | $11.2B | 0.11% | |
| 145 | QDELQUIDELORTHO CORP COM | 386,714 | $11.1B | 0.11% | |
| 146 | FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | 50,718 | $11.0B | 0.11% | |
| 147 | BSXBOSTON SCIENTIFIC CORP COM | 101,260 | $10.9B | 0.10% | |
| 148 | EMAEMERA INC COM | 171,336 | $10.7B | 0.10% | |
| 149 | DDOMINION ENERGY INC COM | 183,501 | $10.4B | 0.10% | |
| 150 | COSTCOSTCO WHSL CORP NEW COM | 10,296 | $10.2B | 0.10% | |
| 151 | EWEDWARDS LIFESCIENCES CORP COM | 129,347 | $10.1B | 0.10% | |
| 152 | ABBVABBVIE INC COM | 54,423 | $10.1B | 0.10% | |
| 153 | DISDISNEY WALT CO COM | 81,264 | $10.1B | 0.10% | |
| 154 | NOWSERVICENOW INC COM | 9,550 | $9.8B | 0.09% | |
| 155 | ATSATS CORPORATION COM | 225,582 | $9.8B | 0.09% | |
| 156 | BKRBAKER HUGHES COMPANY CL A | 244,072 | $9.4B | 0.09% | |
| 157 | PHPARKER-HANNIFIN CORP COM | 13,369 | $9.3B | 0.09% | |
| 158 | EAELECTRONIC ARTS INC COM | 56,139 | $9.0B | 0.09% | |
| 159 | SYKSTRYKER CORPORATION COM | 22,622 | $8.9B | 0.09% | |
| 160 | ROLROLLINS INC COM | 156,423 | $8.8B | 0.08% | |
| 161 | BRBROADRIDGE FINL SOLUTIONS IN COM | 36,198 | $8.8B | 0.08% | |
| 162 | NUENUCOR CORP COM | 67,530 | $8.7B | 0.08% | |
| 163 | FDSFACTSET RESH SYS INC COM | 19,230 | $8.6B | 0.08% | |
| 164 | SOSOUTHERN CO COM | 91,747 | $8.4B | 0.08% | |
| 165 | NTAPNETAPP INC COM | 78,796 | $8.4B | 0.08% | |
| 166 | FICOFAIR ISAAC CORP COM | 4,582 | $8.4B | 0.08% | |
| 167 | SHWSHERWIN WILLIAMS CO COM | 24,324 | $8.4B | 0.08% | |
| 168 | JKHYHENRY JACK & ASSOC INC COM | 46,284 | $8.3B | 0.08% | |
| 169 | CMECME GROUP INC COM | 30,020 | $8.3B | 0.08% | |
| 170 | FEFIRSTENERGY CORP COM | 205,148 | $8.3B | 0.08% | |
| 171 | NEENEXTERA ENERGY INC COM | 118,635 | $8.2B | 0.08% | |
| 172 | TYLTYLER TECHNOLOGIES INC COM | 13,698 | $8.1B | 0.08% | |
| 173 | LIILENNOX INTL INC COM | 14,054 | $8.1B | 0.08% | |
| 174 | IQVIQVIA HLDGS INC COM | 50,704 | $8.0B | 0.08% | |
| 175 | ESEVERSOURCE ENERGY COM | 125,452 | $8.0B | 0.08% | |
| 176 | ETRENTERGY CORP NEW COM | 95,058 | $7.9B | 0.08% | |
| 177 | LXPUSDLXP INDUSTRIAL TRUST COM | 952,697 | $7.9B | 0.07% | |
| 178 | LNTALLIANT ENERGY CORP COM | 130,056 | $7.9B | 0.07% | |
| 179 | APLEAPPLE HOSPITALITY REIT INC COM NEW | 671,252 | $7.8B | 0.07% | |
| 180 | IEXIDEX CORP COM | 44,524 | $7.8B | 0.07% | |
| 181 | UNHUNITEDHEALTH GROUP INC COM | 24,795 | $7.7B | 0.07% | |
| 182 | AZOAUTOZONE INC COM | 2,053 | $7.6B | 0.07% | |
| 183 | TTTRANE TECHNOLOGIES PLC SHS | 17,349 | $7.6B | 0.07% | |
| 184 | IRMIRON MTN INC DEL COM | 73,433 | $7.5B | 0.07% | |
| 185 | TRITHOMSON REUTERS CORP COM | 37,158 | $7.5B | 0.07% | |
| 186 | BNBROOKFIELD CORP CL A LTD VT SH | 88,246 | $7.4B | 0.07% | |
| 187 | KRCKILROY RLTY CORP COM | 210,204 | $7.2B | 0.07% | |
| 188 | TXNMTXNM ENERGY INC COM | 127,520 | $7.2B | 0.07% | |
| 189 | OGEOGE ENERGY CORP COM | 160,970 | $7.1B | 0.07% | |
| 190 | ANETARISTA NETWORKS INC COM SHS | 68,676 | $7.0B | 0.07% | |
| 191 | TRGPTARGA RES CORP COM | 40,192 | $7.0B | 0.07% | |
| 192 | LRCXLAM RESEARCH CORP COM NEW | 70,828 | $6.9B | 0.07% | |
| 193 | HIWHIGHWOODS PPTYS INC COM | 219,119 | $6.8B | 0.06% | |
| 194 | NWENORTHWESTERN ENERGY GROUP IN COM NEW | 131,048 | $6.7B | 0.06% | |
| 195 | CPKCHESAPEAKE UTILS CORP COM | 55,813 | $6.7B | 0.06% | |
| 196 | PORPORTLAND GEN ELEC CO COM NEW | 158,404 | $6.4B | 0.06% | |
| 197 | HRHEALTHCARE RLTY TR CL A COM | 403,965 | $6.4B | 0.06% | |
| 198 | SUISUN CMNTYS INC COM | 50,453 | $6.4B | 0.06% | |
| 199 | PNRPENTAIR PLC SHS | 60,745 | $6.2B | 0.06% | |
| 200 | MG1MGE ENERGY INC COM | 69,496 | $6.1B | 0.06% |