VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$1.3T

Holdings

183

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (183 positions)

#StockSharesValue% PortfolioType
101
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW
16,868$2.3B0.18%
102
TDTORONTO DOMINION BK ONT COM NEW
28,866$2.2B0.18%
103
APDAIR PRODS & CHEMS INC COM
9,032$2.0B0.16%
104
XYLXYLEM INC COM
24,945$2.0B0.16%
105
WWWWOLVERINE WORLD WIDE INC COM
64,455$1.8B0.14%
106
DISDISNEY WALT CO COM DISNEY
13,534$1.8B0.14%
107
PPGPPG INDS INC COM
14,610$1.7B0.14%
108
AXPAMERICAN EXPRESS CO COM
13,739$1.6B0.13%
109
7HPHP INC COM
82,745$1.6B0.12%
110
PEPPEPSICO INC COM
10,756$1.5B0.12%
111
PSXPHILLIPS 66 COM
14,312$1.5B0.12%
112
AMGNAMGEN INC COM
7,296$1.4B0.11%
113
AAPLAPPLE INC COM
6,178$1.4B0.11%
114
NSCNORFOLK SOUTHERN CORP COM
7,581$1.4B0.11%
115
ELVANTHEM INC COM
5,583$1.3B0.11%
116
FDXFEDEX CORP COM
9,108$1.3B0.11%
117
NEENEXTERA ENERGY INC COM
5,661$1.3B0.10%
118
WMWASTE MGMT INC DEL COM
10,362$1.2B0.09%
119
ROSTROSS STORES INC COM
8,846$972.0M0.08%
120
GIB/ACGI INC CL A SUB VTG
9,077$951.0M0.08%
121
AMTAMERICAN TOWER CORP NEW COM
4,222$934.0M0.07%
122
BBTUSDBB&T CORP COM
16,591$885.0M0.07%
123
TJXTJX COS INC NEW COM
15,602$870.0M0.07%
124
RCLROYAL CARIBBEAN CRUISES LTD COM
7,825$848.0M0.07%
125
TAT&T INC COM
22,073$835.0M0.07%
126
MRKMERCK & CO INC COM
9,630$811.0M0.06%
127
OKEONEOK INC NEW COM
10,762$793.0M0.06%
128
AEPAMERICAN ELEC PWR CO INC COM
8,137$762.0M0.06%
129
PPLPEMBINA PIPELINE CORP COM
15,395$756.0M0.06%
130
PGPROCTER & GAMBLE CO COM
5,903$734.0M0.06%
131
DWDMORGAN STANLEY COM NEW
17,167$733.0M0.06%
132
LUVSOUTHWEST AIRLS CO COM
13,495$729.0M0.06%
133
FMCF M C CORP COM NEW
8,246$723.0M0.06%
134
NVONOVO-NORDISK A S ADR
13,543$700.0M0.06%
135
PFEPFIZER INC COM
19,385$697.0M0.06%
136
XELXCEL ENERGY INC COM
10,708$695.0M0.06%
137
ESEVERSOURCE ENERGY COM
7,756$663.0M0.05%
138
ZBHZIMMER BIOMET HLDGS INC COM
4,803$659.0M0.05%
139
CNPCENTERPOINT ENERGY INC COM
21,677$654.0M0.05%
140
AWCAMERICAN WTR WKS CO INC NEW COM
5,084$632.0M0.05%
141
BDXBECTON DICKINSON & CO COM
2,495$631.0M0.05%
142
SYFSYNCHRONY FINL COM
17,994$613.0M0.05%
143
METMETLIFE INC COM
12,862$607.0M0.05%
144
VENVENTAS INC COM
8,300$606.0M0.05%
145
ETNEATON CORP PLC SHS
7,150$595.0M0.05%
146
CMSCMS ENERGY CORP COM
9,241$591.0M0.05%
147
CSXCSX CORP COM
8,221$569.0M0.05%
148
OXYOCCIDENTAL PETE CORP COM
12,784$569.0M0.05%
149
WMBWILLIAMS COS INC DEL COM
23,611$568.0M0.05%
150
CP.TOCANADIAN PAC RY LTD COM
1,866$549.0M0.04%
151
PSAPUBLIC STORAGE COM
1,973$484.0M0.04%
152
EQIXEQUINIX INC COM
809$467.0M0.04%
153
STAGSTAG INDL INC COM
11,800$348.0M0.03%
154
LNGCHENIERE ENERGY INC COM NEW
5,375$339.0M0.03%
155
INTCINTEL CORP COM
4,377$226.0M0.02%
156
COFCAPITAL ONE FINL CORP COM
2,270$207.0M0.02%
157
HDHOME DEPOT INC COM
888$206.0M0.02%
158
ENBENBRIDGE INC COM
3,837$178.0M0.01%
159
TRVCCITIGROUP INC COM NEW
1,890$131.0M0.01%
160
DDOMINION ENERGY INC COM
1,605$130.0M0.01%
161
AERAERCAP HOLDINGS NV SHS
2,300$126.0M0.01%
162
MDLZMONDELEZ INTL INC CL A
2,187$121.0M0.01%
163
ORCLORACLE CORP COM
1,886$104.0M0.01%
164
SRESEMPRA ENERGY COM
687$101.0M0.01%
165
LNTALLIANT ENERGY CORP COM
1,753$95.0M0.01%
166
TPCTUTOR PERINI CORP COM
6,300$90.0M0.01%
167
CUBICUSTOMERS BANCORP INC COM
3,705$77.0M0.01%
168
ARANTERO RES CORP COM
17,135$52.0M0.00%
169
TTELUS CORP COM
929$44.0M0.00%
170
ABBVABBVIE INC COM
569$43.0M0.00%
171
WYWEYERHAEUSER CO COM
1,505$42.0M0.00%
172
BMYBRISTOL MYERS SQUIBB CO COM
771$39.0M0.00%
173
BACBANK AMER CORP COM
1,351$39.0M0.00%
174
TECK/BTECK RESOURCES LTD CL B
1,762$38.0M0.00%
175
HASHASBRO INC COM
308$37.0M0.00%
176
BCEBCE INC COM NEW
556$36.0M0.00%
177
IBMINTERNATIONAL BUSINESS MACHS COM
232$34.0M0.00%
178
HPEHEWLETT PACKARD ENTERPRISE C COM
2,144$33.0M0.00%
179
PCGPG&E CORP COM
2,959$30.0M0.00%
180
GMGENERAL MTRS CO COM
800$30.0M0.00%
181
CMICUMMINS INC COM
172$28.0M0.00%
182
PEOEXELON CORP COM
563$27.0M0.00%
183
NVDANVIDIA CORP COM
128$22.0M0.00%
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