VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$1.3B

Holdings

158

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (158 positions)

StockValue
LYBLYONDELLBASELL INDUSTRIES N SHS - A -
$39.9M
LIESUN LIFE FINL INC COM
$35.3M
CMCDN IMPERIAL BK COMM TORONTO COM
$31.8M
CUBECUBESMART COM
$31.8M
HFCUSDHOLLYFRONTIER CORP COM
$30.7M
ABBVABBVIE INC COM
$28.2M
CSCOCISCO SYS INC COM
$26.8M
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR
$26.8M
POT1EURPOTASH CORP SASK INC COM
$26.7M
GMGENERAL MTRS CO COM
$26.6M
VLOVALERO ENERGY CORP NEW COM
$26.6M
VIV1USDTELEFONICA BRASIL SA SPONSORED ADR
$26.5M
SPGSIMON PPTY GROUP INC NEW COM
$25.2M
BACVERIZON COMMUNICATIONS INC COM
$24.9M
SSS1EURLIFE STORAGE INC COM
$24.6M
FNFFIDELITY NATIONAL FINANCIAL FNF GROUP COM
$24.5M
PEGPUBLIC SVC ENTERPRISE GROUP COM
$24.1M
CPTCAMDEN PPTY TR SH BEN INT
$24.0M
PEOEXELON CORP COM
$23.4M
NYCBEURNEW YORK CMNTY BANCORP INC COM
$23.3M
ARCCARES CAP CORP COM
$23.1M
TWOTWO HBRS INVT CORP COM
$22.2M
SKMEURSK TELECOM LTD SPONSORED ADR
$21.9M
QCOMQUALCOMM INC COM
$20.9M
LBEURL BRANDS INC COM
$17.9M
TTELUS CORP COM
$16.8M
PBFPBF ENERGY INC CL A
$15.4M
BROOKFIELD PPTY PARTNERS L P UNIT LTD PARTN
$15.3M
RETAIL PPTYS AMER INC CL A
$15.0M
TRTN-PATRITON INTL LTD CL A
$15.0M
EQREQUITY RESIDENTIAL SH BEN INT
$13.9M
KKR & CO L P DEL COM UNITS
$13.7M
PLDPROLOGIS INC COM
$13.4M
BXPBOSTON PROPERTIES INC COM
$12.6M
PSAPUBLIC STORAGE COM
$11.8M
RWTREDWOOD TR INC COM
$11.7M
VENVENTAS INC COM
$11.6M
WELLWELLTOWER INC COM
$10.7M
PHIPLDT INC SPONSORED ADR
$10.5M
DEL FRISCOS RESTAURANT GROUP COM
$9.8M
TDCTERADATA CORP DEL COM
$9.8M
STXSEAGATE TECHNOLOGY PLC SHS
$9.4M
BCBRUNSWICK CORP COM
$9.4M
AVBAVALONBAY CMNTYS INC COM
$9.2M
HCP INC COM
$8.7M
UBNTEURUBIQUITI NETWORKS INC COM
$8.6M
TRNTRINITY INDS INC COM
$8.4M
GGP INC COM
$7.9M
VNOVORNADO RLTY TR SH BEN INT
$7.9M
FQIDIGITAL RLTY TR INC COM
$7.8M
LHCGUSDLHC GROUP INC COM
$7.6M
LUXFER HLDGS PLC SPONSORED ADR
$7.6M
SAVESPIRIT AIRLS INC COM
$7.3M
ENSENERSYS COM
$7.2M
FSLRFIRST SOLAR INC COM
$7.1M
HTAEURHEALTHCARE TR AMER INC CL A NEW
$6.7M
DKDELEK US HLDGS INC NEW COM
$6.7M
TERTERADYNE INC COM
$5.7M
AREALEXANDRIA REAL ESTATE EQ IN COM
$5.6M
MAAMID AMER APT CMNTYS INC COM
$5.4M
MACMACERICH CO COM
$5.2M
KIMKIMCO RLTY CORP COM
$5.0M
THRTHERMON GROUP HLDGS INC COM
$5.0M
NNNNATIONAL RETAIL PPTYS INC COM
$5.0M
GTLSCHART INDS INC COM PAR $0.01
$4.9M
SELECT COMFORT CORP COM
$4.9M
AELUSDAMERICAN EQTY INVT LIFE HLD COM
$4.9M
OREALTY INCOME CORP COM
$4.8M
REGREGENCY CTRS CORP COM
$4.8M
AEOAMERICAN EAGLE OUTFITTERS NE COM
$4.4M
BRXBRIXMOR PPTY GROUP INC COM
$4.4M
SLG2EURSL GREEN RLTY CORP COM
$4.3M
DCT INDUSTRIAL TRUST INC COM NEW
$4.3M
HP5AEQUITY COMWLTH COM SH BEN INT
$4.3M
AMATAPPLIED MATLS INC COM
$4.2M
37MMRC GLOBAL INC COM
$4.2M
VREXVAREX IMAGING CORP COM
$4.1M
WASHINGTON PRIME GROUP NEW COM
$4.1M
TECH DATA CORP COM
$4.1M
RLJRLJ LODGING TR COM
$4.1M
HOPEHOPE BANCORP INC COM
$4.0M
FOGO DE CHAO INC COM
$3.9M
ESSESSEX PPTY TR INC COM
$3.7M
GOOGALPHABET INC CAP STK CL C
$3.7M
MRSHMARSH & MCLENNAN COS INC COM
$3.6M
JBLJABIL INC COM
$3.6M
DREUSDDUKE REALTY CORP COM NEW
$3.6M
UDRUDR INC COM
$3.5M
JPMJPMORGAN CHASE & CO COM
$3.4M
APARTMENT INVT & MGMT CO CL A
$3.4M
MSFTMICROSOFT CORP COM
$3.4M
ELLAUDER ESTEE COS INC CL A
$3.3M
PEPPEPSICO INC COM
$3.3M
TEN1TENNECO INC COM
$3.3M
CBL & ASSOC PPTYS INC COM
$3.3M
ANFABERCROMBIE & FITCH CO CL A
$3.3M
SLCAU S SILICA HLDGS INC COM
$3.2M
RNRRENAISSANCERE HOLDINGS LTD COM
$3.2M
SYNASYNAPTICS INC COM
$3.2M
LPTUSDLIBERTY PPTY TR SH BEN INT
$3.2M
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