VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2017 Filing

Filed February 14, 2018

Portfolio Value

$1.3T

Holdings

155

Report Date

Q4 2017

Filing Type

13F-HR

All Holdings (155 positions)

#StockSharesValue% PortfolioType
101
ARCPEURVEREIT INC COM
383,534$3.0B0.24%
102
CPTCAMDEN PPTY TR SH BEN INT
32,236$3.0B0.23%
103
ESSESSEX PPTY TR INC COM
12,114$2.9B0.23%
104
UDRUDR INC COM
75,478$2.9B0.23%
105
KALUKAISER ALUMINUM CORP COM PAR $0.01
26,884$2.9B0.23%
106
DREUSDDUKE REALTY CORP COM NEW
104,039$2.8B0.22%
107
PRUPRUDENTIAL FINL INC COM
24,430$2.8B0.22%
108
APARTMENT INVT & MGMT CO CL A
64,017$2.8B0.22%
109
LPTUSDLIBERTY PPTY TR SH BEN INT
64,329$2.8B0.22%
110
PGPROCTER AND GAMBLE CO COM
29,935$2.8B0.22%
111
INTCINTEL CORP COM
58,251$2.7B0.21%
112
WPCW P CAREY INC COM
38,829$2.7B0.21%
113
HSTHOST HOTELS & RESORTS INC COM
131,661$2.6B0.21%
114
SENIOR HSG PPTYS TR SH BEN INT
134,199$2.6B0.20%
115
EXREXTRA SPACE STORAGE INC COM
29,380$2.6B0.20%
116
DDR CORP COM
286,290$2.6B0.20%
117
TAUBMAN CTRS INC COM
38,195$2.5B0.20%
118
WWWWOLVERINE WORLD WIDE INC COM
75,517$2.4B0.19%
119
SKTTANGER FACTORY OUTLET CTRS I COM
90,073$2.4B0.19%
120
RNRRENAISSANCERE HOLDINGS LTD COM
18,997$2.4B0.19%
121
FRTEURFEDERAL REALTY INVT TR SH BEN INT N
17,342$2.3B0.18%
122
GNC HLDGS INC COM CL A
622,500$2.3B0.18%
123
STAYUSDEXTENDED STAY AMER INC UNIT 99/99/9
116,057$2.2B0.17%
124
EQIXEQUINIX INC COM PAR $0.001
4,669$2.1B0.17%
125
CAPELLA EDUCATION COMPANY COM
27,107$2.1B0.17%
126
APLEAPPLE HOSPITALITY REIT INC COM NEW
104,171$2.0B0.16%
127
OHIOMEGA HEALTHCARE INVS INC COM
72,584$2.0B0.16%
128
VVISA INC COM CL A
17,487$2.0B0.16%
129
WEINGARTEN RLTY INVS SH BEN INT
57,501$1.9B0.15%
130
IQVIQVIA HLDGS INC COM
19,190$1.9B0.15%
131
CBL & ASSOC PPTYS INC COM
327,955$1.9B0.15%
132
ELSEQUITY LIFESTYLE PPTYS INC COM
20,168$1.8B0.14%
133
HIWHIGHWOODS PPTYS INC COM
35,183$1.8B0.14%
134
DEIDOUGLAS EMMETT INC COM
42,568$1.7B0.14%
135
LA QUINTA HLDGS INC COM
92,731$1.7B0.14%
136
ASHFORD HOSPITALITY TR INC COM SHS
252,028$1.7B0.13%
137
ACCUSDAMERICAN CAMPUS CMNTYS INC COM
40,831$1.7B0.13%
138
KRCKILROY RLTY CORP COM
22,401$1.7B0.13%
139
COLUMBIA PPTY TR INC COM NEW
70,300$1.6B0.13%
140
FOREST CITY RLTY TR INC COM CL A
65,702$1.6B0.13%
141
EPREPR PPTYS COM SH BEN INT
23,724$1.6B0.12%
142
BDNBRANDYWINE RLTY TR SH BEN INT NEW
85,154$1.5B0.12%
143
SUISUN CMNTYS INC COM
16,540$1.5B0.12%
144
LXPUSDLEXINGTON REALTY TRUST COM
158,130$1.5B0.12%
145
LASALLE HOTEL PPTYS COM SH BEN INT
47,833$1.3B0.11%
146
INVHINVITATION HOMES INC COM
56,647$1.3B0.11%
147
6PMPARAMOUNT GROUP INC COM
83,148$1.3B0.10%
148
MPTMEDICAL PPTYS TRUST INC COM
93,968$1.3B0.10%
149
VREMACK CALI RLTY CORP COM
56,771$1.2B0.10%
150
PS BUSINESS PKS INC CALIF COM
9,521$1.2B0.09%
151
HRUSDHEALTHCARE RLTY TR COM
36,318$1.2B0.09%
152
GRAMERCY PPTY TR COM NEW
38,667$1.0B0.08%
153
JBGSJBG SMITH PPTYS COM
27,247$947.0M0.07%
154
BRK-BQUALITY CARE PPTYS INC COM
53,977$745.0M0.06%
155
HPPHUDSON PAC PPTYS INC COM
12,460$427.0M0.03%
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