VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$1.2T

Holdings

156

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
101
WWWWOLVERINE WORLD WIDE INC COM
76,300$3.0B0.24%
102
BKNGBOOKING HLDGS INC COM
1,479$2.9B0.24%
103
KALUKAISER ALUMINUM CORP COM PAR $0.01
26,884$2.9B0.24%
104
AMATAPPLIED MATLS INC COM
72,787$2.8B0.23%
105
OHIOMEGA HEALTHCARE INVS INC COM
84,099$2.8B0.22%
106
CPTCAMDEN PPTY TR SH BEN INT
29,445$2.8B0.22%
107
UDRUDR INC COM
66,537$2.7B0.22%
108
DEL FRISCOS RESTAURANT GROUP COM
324,021$2.7B0.22%
109
WASHINGTON PRIME GROUP NEW COM
359,158$2.6B0.21%
110
SENIOR HSG PPTYS TR SH BEN INT
147,623$2.6B0.21%
111
APARTMENT INVT & MGMT CO CL A
56,570$2.5B0.20%
112
INTCINTEL CORP COM
51,966$2.5B0.20%
113
DREUSDDUKE REALTY CORP COM NEW
79,963$2.3B0.18%
114
PPGPPG INDS INC COM
20,176$2.2B0.18%
115
WPCW P CAREY INC COM
33,463$2.2B0.17%
116
STAYUSDEXTENDED STAY AMER INC UNIT 99/99/9999B
102,329$2.1B0.17%
117
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW
16,023$2.0B0.16%
118
LPTUSDLIBERTY PPTY TR SH BEN INT
47,784$2.0B0.16%
119
TAUBMAN CTRS INC COM
33,438$2.0B0.16%
120
VVISA INC COM CL A
13,270$2.0B0.16%
121
EXREXTRA SPACE STORAGE INC COM
22,394$1.9B0.16%
122
COUSINS PPTYS INC COM
213,100$1.9B0.15%
123
CBL & ASSOC PPTYS INC COM
466,029$1.9B0.15%
124
RLJRLJ LODGING TR COM
80,215$1.8B0.14%
125
APLEAPPLE HOSPITALITY REIT INC COM NEW
99,832$1.7B0.14%
126
ACCUSDAMERICAN CAMPUS CMNTYS INC COM
41,748$1.7B0.14%
127
FOREST CITY RLTY TR INC COM CL A
63,599$1.6B0.13%
128
WEINGARTEN RLTY INVS SH BEN INT
53,176$1.6B0.13%
129
ELSEQUITY LIFESTYLE PPTYS INC COM
15,846$1.5B0.12%
130
HIWHIGHWOODS PPTYS INC COM
31,617$1.5B0.12%
131
SUISUN CMNTYS INC COM
14,107$1.4B0.11%
132
DEIDOUGLAS EMMETT INC COM
37,037$1.4B0.11%
133
KRCKILROY RLTY CORP COM
18,321$1.3B0.11%
134
MPTMEDICAL PPTYS TRUST INC COM
88,055$1.3B0.11%
135
VREMACK CALI RLTY CORP COM
60,553$1.3B0.10%
136
COLUMBIA PPTY TR INC COM NEW
53,475$1.3B0.10%
137
PDMPIEDMONT OFFICE REALTY TR IN COM CL A
65,925$1.2B0.10%
138
ASHFORD HOSPITALITY TR INC COM SHS
193,303$1.2B0.10%
139
LXPUSDLEXINGTON REALTY TRUST COM
142,531$1.2B0.10%
140
SKTTANGER FACTORY OUTLET CTRS I COM
50,198$1.1B0.09%
141
BDNBRANDYWINE RLTY TR SH BEN INT NEW
72,881$1.1B0.09%
142
6PMPARAMOUNT GROUP INC COM
74,354$1.1B0.09%
143
HP5AEQUITY COMWLTH COM SH BEN INT
33,990$1.1B0.09%
144
AMHAMERICAN HOMES 4 RENT CL A
48,678$1.1B0.09%
145
GRAMERCY PPTY TR COM NEW
34,869$957.0M0.08%
146
PS BUSINESS PKS INC CALIF COM
7,505$954.0M0.08%
147
SSS1EURLIFE STORAGE INC COM
9,600$914.0M0.07%
148
S76STORE CAP CORP COM
31,400$873.0M0.07%
149
EGPEASTGROUP PPTY INC COM
8,900$851.0M0.07%
150
COREPOINT LODGING INC COM
19,391$377.0M0.03%
151
RETAIL VALUE INC COM
8,327$271.0M0.02%
152
COFCAPITAL ONE FINL CORP COM
1,900$180.0M0.01%
153
TRVCCITIGROUP INC COM NEW
1,770$127.0M0.01%
154
ARANTERO RES CORP COM
6,650$118.0M0.01%
155
TPCTUTOR PERINI CORP COM
3,320$62.0M0.00%
156
STNGSCORPIO TANKERS INC SHS
30,040$60.0M0.00%
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