VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$11.2T
Holdings
244
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (244 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | MLB1MERCADOLIBRE INC COM | 8,232 | $19.2B | 0.17% | |
| 102 | DEDEERE & CO COM | 41,934 | $19.2B | 0.17% | |
| 103 | WELLWELLTOWER INC COM | 104,909 | $18.7B | 0.17% | |
| 104 | FERGFERGUSON ENTERPRISES INC COMMON STOCK | 81,976 | $18.4B | 0.16% | |
| 105 | LXFRLUXFER HLDGS PLC SHS | 1,310,905 | $18.2B | 0.16% | |
| 106 | ECLECOLAB INC COM | 65,972 | $18.1B | 0.16% | |
| 107 | LINLINDE PLC SHS | 37,989 | $18.0B | 0.16% | |
| 108 | OREALTY INCOME CORP COM | 295,823 | $18.0B | 0.16% | |
| 109 | NFLXNETFLIX INC COM | 14,984 | $18.0B | 0.16% | |
| 110 | CATCATERPILLAR INC COM | 37,307 | $17.8B | 0.16% | |
| 111 | WFGWEST FRASER TIMBER CO LTD COM | 187,134 | $17.7B | 0.16% | |
| 112 | OTISOTIS WORLDWIDE CORP COM | 184,657 | $16.9B | 0.15% | |
| 113 | TJXTJX COS INC NEW COM | 116,227 | $16.8B | 0.15% | |
| 114 | CLCOLGATE PALMOLIVE CO COM | 203,112 | $16.2B | 0.14% | |
| 115 | PPLPPL CORP COM | 433,848 | $16.1B | 0.14% | |
| 116 | CPCANADIAN PACIFIC KANSAS CITY COM | 154,243 | $16.0B | 0.14% | |
| 117 | ISRGINTUITIVE SURGICAL INC COM | 34,724 | $15.5B | 0.14% | |
| 118 | CVXCHEVRON CORP NEW COM | 99,377 | $15.4B | 0.14% | |
| 119 | MAMASTERCARD INCORPORATED CL A | 26,690 | $15.2B | 0.14% | |
| 120 | UEOWESTLAKE CORPORATION COM | 196,043 | $15.1B | 0.13% | |
| 121 | RNRRENAISSANCERE HLDGS LTD COM | 58,326 | $14.8B | 0.13% | |
| 122 | TRPTC ENERGY CORP COM | 192,270 | $14.5B | 0.13% | |
| 123 | PSXPHILLIPS 66 COM | 106,853 | $14.5B | 0.13% | |
| 124 | WFCWELLS FARGO CO NEW COM | 171,524 | $14.4B | 0.13% | |
| 125 | AWCAMERICAN WTR WKS CO INC NEW COM | 100,196 | $13.9B | 0.12% | |
| 126 | VICIVICI PPTYS INC COM | 427,001 | $13.9B | 0.12% | |
| 127 | ABTABBOTT LABS COM | 102,865 | $13.8B | 0.12% | |
| 128 | FRTFEDERAL RLTY INVT TR NEW SH BEN INT | 132,235 | $13.4B | 0.12% | |
| 129 | MCDMCDONALDS CORP COM | 43,639 | $13.3B | 0.12% | |
| 130 | BSXBOSTON SCIENTIFIC CORP COM | 135,779 | $13.3B | 0.12% | |
| 131 | KMIKINDER MORGAN INC DEL COM | 462,060 | $13.1B | 0.12% | |
| 132 | MPCMARATHON PETE CORP COM | 64,361 | $12.4B | 0.11% | |
| 133 | BKRBAKER HUGHES COMPANY CL A | 249,502 | $12.2B | 0.11% | |
| 134 | AEPAMERICAN ELEC PWR CO INC COM | 107,960 | $12.1B | 0.11% | |
| 135 | LXPUSDLXP INDUSTRIAL TRUST COM | 1,348,639 | $12.1B | 0.11% | |
| 136 | A4SAMERIPRISE FINL INC COM | 24,381 | $12.0B | 0.11% | |
| 137 | PANWPALO ALTO NETWORKS INC COM | 58,514 | $11.9B | 0.11% | |
| 138 | SPGIS&P GLOBAL INC COM | 23,913 | $11.6B | 0.10% | |
| 139 | HIWHIGHWOODS PPTYS INC COM | 364,462 | $11.6B | 0.10% | |
| 140 | NSCNORFOLK SOUTHN CORP COM | 38,604 | $11.6B | 0.10% | |
| 141 | QDELQUIDELORTHO CORP COM | 393,319 | $11.6B | 0.10% | |
| 142 | TTWOTAKE-TWO INTERACTIVE SOFTWAR COM | 44,809 | $11.6B | 0.10% | |
| 143 | EAELECTRONIC ARTS INC COM | 57,143 | $11.5B | 0.10% | |
| 144 | EMAEMERA INC COM | 171,031 | $11.4B | 0.10% | |
| 145 | ABBVABBVIE INC COM | 49,194 | $11.4B | 0.10% | |
| 146 | APHAMPHENOL CORP NEW CL A | 90,824 | $11.2B | 0.10% | |
| 147 | AFWALIGN TECHNOLOGY INC COM | 89,438 | $11.2B | 0.10% | |
| 148 | PSAPUBLIC STORAGE OPER CO COM | 38,543 | $11.1B | 0.10% | |
| 149 | ICEINTERCONTINENTAL EXCHANGE IN COM | 65,898 | $11.1B | 0.10% | |
| 150 | CBRECBRE GROUP INC CL A | 70,404 | $11.1B | 0.10% | |
| 151 | AMTAMERICAN TOWER CORP NEW COM | 57,228 | $11.0B | 0.10% | |
| 152 | YUMCYUM CHINA HLDGS INC COM | 251,981 | $10.8B | 0.10% | |
| 153 | PGRPROGRESSIVE CORP COM | 43,502 | $10.7B | 0.10% | |
| 154 | CRMSALESFORCE INC COM | 45,036 | $10.7B | 0.10% | |
| 155 | WMSADVANCED DRAIN SYS INC DEL COM | 76,576 | $10.6B | 0.09% | |
| 156 | BNBROOKFIELD CORP CL A LTD VT SH | 110,443 | $10.5B | 0.09% | |
| 157 | PHPARKER-HANNIFIN CORP COM | 13,705 | $10.4B | 0.09% | |
| 158 | EWEDWARDS LIFESCIENCES CORP COM | 132,300 | $10.3B | 0.09% | |
| 159 | IQVIQVIA HLDGS INC COM | 51,840 | $9.8B | 0.09% | |
| 160 | UNPUNION PAC CORP COM | 41,157 | $9.7B | 0.09% | |
| 161 | COSTCOSTCO WHSL CORP NEW COM | 10,312 | $9.5B | 0.09% | |
| 162 | ROLROLLINS INC COM | 160,159 | $9.4B | 0.08% | |
| 163 | NUENUCOR CORP COM | 69,106 | $9.4B | 0.08% | |
| 164 | FEFIRSTENERGY CORP COM | 203,073 | $9.3B | 0.08% | |
| 165 | MRSHMARSH & MCLENNAN COS INC COM | 46,134 | $9.3B | 0.08% | |
| 166 | BNLBROADSTONE NET LEASE INC COM | 505,861 | $9.0B | 0.08% | |
| 167 | DISDISNEY WALT CO COM | 78,052 | $8.9B | 0.08% | |
| 168 | NEENEXTERA ENERGY INC COM | 117,511 | $8.9B | 0.08% | |
| 169 | BRBROADRIDGE FINL SOLUTIONS IN COM | 37,051 | $8.8B | 0.08% | |
| 170 | LNTALLIANT ENERGY CORP COM | 128,520 | $8.7B | 0.08% | |
| 171 | SOSOUTHERN CO COM | 90,567 | $8.6B | 0.08% | |
| 172 | NTAPNETAPP INC COM | 70,604 | $8.4B | 0.07% | |
| 173 | SYKSTRYKER CORPORATION COM | 22,465 | $8.3B | 0.07% | |
| 174 | CMECME GROUP INC COM | 30,730 | $8.3B | 0.07% | |
| 175 | UNHUNITEDHEALTH GROUP INC COM | 23,697 | $8.2B | 0.07% | |
| 176 | ANETARISTA NETWORKS INC COM SHS | 56,089 | $8.2B | 0.07% | |
| 177 | AREALEXANDRIA REAL ESTATE EQ IN COM | 97,554 | $8.1B | 0.07% | |
| 178 | SHWSHERWIN WILLIAMS CO COM | 23,247 | $8.0B | 0.07% | |
| 179 | NOWSERVICENOW INC COM | 8,543 | $7.9B | 0.07% | |
| 180 | TROXTRONOX HOLDINGS PLC SHS | 1,949,096 | $7.8B | 0.07% | |
| 181 | AZOAUTOZONE INC COM | 1,817 | $7.8B | 0.07% | |
| 182 | CPKCHESAPEAKE UTILS CORP COM | 56,917 | $7.7B | 0.07% | |
| 183 | OGEOGE ENERGY CORP COM | 164,155 | $7.6B | 0.07% | |
| 184 | TXNMTXNM ENERGY INC COM | 130,043 | $7.4B | 0.07% | |
| 185 | TYLTYLER TECHNOLOGIES INC COM | 14,014 | $7.3B | 0.07% | |
| 186 | LRCXLAM RESEARCH CORP COM | 53,564 | $7.2B | 0.06% | |
| 187 | JKHYHENRY JACK & ASSOC INC COM | 47,361 | $7.1B | 0.06% | |
| 188 | MG1MGE ENERGY INC COM | 83,736 | $7.0B | 0.06% | |
| 189 | GRMNGARMIN LTD SHS | 28,406 | $7.0B | 0.06% | |
| 190 | IEXIDEX CORP COM | 42,559 | $6.9B | 0.06% | |
| 191 | TRGPTARGA RES CORP COM | 40,987 | $6.9B | 0.06% | |
| 192 | OHIOMEGA HEALTHCARE INVS INC COM | 161,129 | $6.8B | 0.06% | |
| 193 | IRMIRON MTN INC DEL COM | 66,559 | $6.8B | 0.06% | |
| 194 | HBANHUNTINGTON BANCSHARES INC COM | 385,255 | $6.7B | 0.06% | |
| 195 | LIILENNOX INTL INC COM | 12,270 | $6.5B | 0.06% | |
| 196 | TTTRANE TECHNOLOGIES PLC SHS | 14,768 | $6.2B | 0.06% | |
| 197 | AMATAPPLIED MATLS INC COM | 29,905 | $6.1B | 0.05% | |
| 198 | CSXCSX CORP COM | 171,250 | $6.1B | 0.05% | |
| 199 | CROXCROCS INC COM | 72,362 | $6.0B | 0.05% | |
| 200 | PNRPENTAIR PLC SHS | 53,951 | $6.0B | 0.05% |