VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$9807.2T

Holdings

215

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
ALVAUTOLIV INC COM
264,738$24.7T0.25%
102
ELLAUDER ESTEE COS INC CL A
244,230$24.3T0.25%
103
SPGSIMON PPTY GROUP INC NEW COM
138,234$23.4T0.24%
104
PSXPHILLIPS 66 COM
176,815$23.2T0.24%
105
AWCAMERICAN WTR WKS CO INC NEW COM
158,754$23.2T0.24%
106
LINLINDE PLC SHS
47,752$22.8T0.23%
107
MSMMSC INDL DIRECT INC CL A
264,282$22.7T0.23%
108
AREALEXANDRIA REAL ESTATE EQ IN COM
188,714$22.4T0.23%
109
ZTSZOETIS INC CL A
114,318$22.3T0.23%
110
INVHINVITATION HOMES INC COM
628,788$22.2T0.23%
111
SUISUN CMNTYS INC COM
159,278$21.5T0.22%
112
USBUS BANCORP DEL COM NEW
430,050$19.7T0.20%
113
EWEDWARDS LIFESCIENCES CORP COM
297,755$19.6T0.20%
114
AMGNAMGEN INC COM
60,501$19.5T0.20%
115
REXRREXFORD INDL RLTY INC COM
380,117$19.1T0.19%
116
LLYELI LILLY & CO COM
21,549$19.1T0.19%
117
COSTCOSTCO WHSL CORP NEW COM
21,488$19.0T0.19%
118
OMCOMNICOM GROUP INC COM
177,249$18.3T0.19%
119
ICEINTERCONTINENTAL EXCHANGE IN COM
113,917$18.3T0.19%
120
STAGSTAG INDL INC COM
459,974$18.0T0.18%
121
HIWHIGHWOODS PPTYS INC COM
533,462$17.9T0.18%
122
SL2SLEEP NUMBER CORP COM
968,810$17.7T0.18%
123
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
152,850$17.6T0.18%
124
COLDAMERICOLD REALTY TRUST INC COM
619,188$17.5T0.18%
125
OTISOTIS WORLDWIDE CORP COM
167,781$17.4T0.18%
126
ITWILLINOIS TOOL WKS INC COM
65,204$17.1T0.17%
127
SHWSHERWIN WILLIAMS CO COM
44,082$16.8T0.17%
128
AXPAMERICAN EXPRESS CO COM
59,255$16.1T0.16%
129
ECLECOLAB INC COM
61,777$15.8T0.16%
130
IEXIDEX CORP COM
71,840$15.4T0.16%
131
PPLPPL CORP COM
441,102$14.6T0.15%
132
HBANHUNTINGTON BANCSHARES INC COM
971,858$14.3T0.15%
133
MCXMCCORMICK & CO INC COM NON VTG
173,161$14.3T0.15%
134
DRHDIAMONDROCK HOSPITALITY CO COM
1,571,285$13.7T0.14%
135
EXECHESAPEAKE ENERGY CORP COM
164,435$13.5T0.14%
136
DISDISNEY WALT CO COM
140,123$13.5T0.14%
137
MCDMCDONALDS CORP COM
44,055$13.4T0.14%
138
ROKROCKWELL AUTOMATION INC COM
47,515$12.8T0.13%
139
NUENUCOR CORP COM
72,661$10.9T0.11%
140
AMTAMERICAN TOWER CORP NEW COM
43,830$10.2T0.10%
141
CPCANADIAN PACIFIC KANSAS CITY COM
82,963$9.6T0.10%
142
WELLWELLTOWER INC COM
74,728$9.6T0.10%
143
SRESEMPRA COM
114,245$9.6T0.10%
144
PSAPUBLIC STORAGE OPER CO COM
24,074$8.8T0.09%
145
A4SAMERIPRISE FINL INC COM
15,775$7.4T0.08%
146
XELXCEL ENERGY INC COM
112,669$7.4T0.08%
147
ABBVABBVIE INC COM
36,938$7.3T0.07%
148
TRGPTARGA RES CORP COM
48,965$7.2T0.07%
149
WECWEC ENERGY GROUP INC COM
73,784$7.1T0.07%
150
WPCWP CAREY INC COM
108,116$6.7T0.07%
151
SOSOUTHERN CO COM
73,382$6.6T0.07%
152
REGNREGENERON PHARMACEUTICALS COM
6,272$6.6T0.07%
153
SHOSUNSTONE HOTEL INVS INC NEW COM
637,454$6.6T0.07%
154
CMSCMS ENERGY CORP COM
92,569$6.5T0.07%
155
CLCOLGATE PALMOLIVE CO COM
60,534$6.3T0.06%
156
SIGASIGA TECHNOLOGIES INC COM
924,812$6.2T0.06%
157
LIILENNOX INTL INC COM
9,755$5.9T0.06%
158
NTAPNETAPP INC COM
46,904$5.8T0.06%
159
EAELECTRONIC ARTS INC COM
40,100$5.8T0.06%
160
FDSFACTSET RESH SYS INC COM
12,109$5.6T0.06%
161
TRITHOMSON REUTERS CORP. COM
17,828$5.6T0.06%
162
ELVELEVANCE HEALTH INC COM
10,678$5.6T0.06%
163
MPCMARATHON PETE CORP COM
33,746$5.5T0.06%
164
ABTABBOTT LABS COM
47,257$5.4T0.05%
165
EIXEDISON INTL COM
58,555$5.1T0.05%
166
ANETEURARISTA NETWORKS INC COM
13,076$5.0T0.05%
167
DDOMINION ENERGY INC COM
85,836$5.0T0.05%
168
AFWALIGN TECHNOLOGY INC COM
18,637$4.7T0.05%
169
MSAMSA SAFETY INC COM
25,642$4.5T0.05%
170
HSTHOST HOTELS & RESORTS INC COM
254,899$4.5T0.05%
171
AZOAUTOZONE INC COM
1,421$4.5T0.05%
172
TTTRANE TECHNOLOGIES PLC SHS
11,234$4.4T0.04%
173
AEPAMERICAN ELEC PWR CO INC COM
41,369$4.2T0.04%
174
LRCXEURLAM RESEARCH CORP COM
5,078$4.1T0.04%
175
PCARPACCAR INC COM
41,538$4.1T0.04%
176
SBCSABRA HEALTH CARE REIT INC COM
218,080$4.1T0.04%
177
IVTINVENTRUST PPTYS CORP COM NEW
137,874$3.9T0.04%
178
IPGINTERPUBLIC GROUP COS INC COM
123,349$3.9T0.04%
179
SNASNAP ON INC COM
13,128$3.8T0.04%
180
PNRPENTAIR PLC SHS
36,516$3.6T0.04%
181
OREALTY INCOME CORP COM
46,093$2.9T0.03%
182
CFCF INDS HLDGS INC COM
26,559$2.3T0.02%
183
FQIDIGITAL RLTY TR INC COM
13,074$2.1T0.02%
184
VALVALARIS LTD CL A
29,156$1.6T0.02%
185
VRTXVERTEX PHARMACEUTICALS INC COM
3,439$1.6T0.02%
186
FSVFIRSTSERVICE CORP NEW COM
4,644$1.6T0.02%
187
DOVDOVER CORP COM
8,069$1.5T0.02%
188
TTWOTAKE-TWO INTERACTIVE SOFTWAR COM
9,362$1.4T0.01%
189
FOXFOX CORP CL B COM
35,499$1.4T0.01%
190
GRMNGARMIN LTD SHS
7,166$1.3T0.01%
191
DUKDUKE ENERGY CORP NEW COM NEW
10,586$1.2T0.01%
192
BLDRBUILDERS FIRSTSOURCE INC COM
6,129$1.2T0.01%
193
GPORGULFPORT ENERGY OPERATING CO COMMON SHARES
7,565$1.1T0.01%
194
JOEST JOE CO COM
19,422$1.1T0.01%
195
ENBENBRIDGE INC COM
14,204$1.1T0.01%
196
INTUINTUIT COM
1,571$975.6B0.01%
197
LULULULULEMON ATHLETICA INC COM
2,900$786.9B0.01%
198
AERAERCAP HOLDINGS NV SHS
6,342$600.7B0.01%
199
WBDWARNER BROS DISCOVERY INC COM SER A
64,820$534.8B0.01%
200
WTRGESSENTIAL UTILS INC COM
4,738$182.7B0.00%
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