VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$1.6T

Holdings

198

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (198 positions)

#StockSharesValue% PortfolioType
101
ALLEALLEGION PUB LTD CO ORD SHS
24,700$3.1B0.19%
102
EQREQUITY RESIDENTIAL SH BEN INT
37,000$3.0B0.19%
103
PEGPUBLIC SVC ENTERPRISE GRP IN COM
47,047$2.8B0.17%
104
BLKCHFBLACKROCK INC COM
5,445$2.7B0.17%
105
MRKMERCK & CO INC COM
29,888$2.7B0.17%
106
SYYSYSCO CORP COM
31,193$2.7B0.17%
107
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
43,986$2.6B0.16%
108
ENBENBRIDGE INC COM
38,579$2.5B0.16%
109
XYLXYLEM INC COM
30,936$2.4B0.15%
110
VENVENTAS INC COM
41,900$2.4B0.15%
111
HDHOME DEPOT INC COM
10,363$2.3B0.14%
112
FRTEURFEDERAL REALTY INVT TR SH BEN INT NEW
17,583$2.3B0.14%
113
UNPUNION PACIFIC CORP COM
11,826$2.1B0.13%
114
BNSBANK N S HALIFAX COM
22,302$2.1B0.13%
115
PPGPPG INDS INC COM
14,610$1.9B0.12%
116
NEENEXTERA ENERGY INC COM
7,632$1.8B0.12%
117
LINLINDE PLC SHS
8,351$1.8B0.11%
118
PGPROCTER & GAMBLE CO COM
13,817$1.7B0.11%
119
AXPAMERICAN EXPRESS CO COM
12,331$1.5B0.10%
120
MCDMCDONALDS CORP COM
7,319$1.4B0.09%
121
KOCOCA COLA CO COM
24,846$1.4B0.09%
122
CMECME GROUP INC COM
6,815$1.4B0.09%
123
DISDISNEY WALT CO COM DISNEY
9,169$1.3B0.08%
124
AMGNAMGEN INC COM
5,489$1.3B0.08%
125
UPSUNITED PARCEL SERVICE INC CL B
10,848$1.3B0.08%
126
PSXPHILLIPS 66 COM
11,119$1.2B0.08%
127
CBCHUBB LIMITED COM
7,867$1.2B0.08%
128
ABBVABBVIE INC COM
13,822$1.2B0.08%
129
PEPPEPSICO INC COM
8,064$1.1B0.07%
130
INTCINTEL CORP COM
17,620$1.1B0.07%
131
BMYBRISTOL MYERS SQUIBB CO COM
15,872$1.0B0.06%
132
PPLPEMBINA PIPELINE CORP COM
20,899$1.0B0.06%
133
XELXCEL ENERGY INC COM
15,424$979.0M0.06%
134
TXNTEXAS INSTRS INC COM
7,121$914.0M0.06%
135
ESEVERSOURCE ENERGY COM
10,658$907.0M0.06%
136
CRMSALESFORCE COM INC COM
5,504$895.0M0.06%
137
NVDANVIDIA CORP COM
3,796$893.0M0.06%
138
EIXEDISON INTL COM
11,522$869.0M0.05%
139
ADBEADOBE INC COM
2,582$852.0M0.05%
140
CP.TOCANADIAN PAC RY LTD COM
2,561$848.0M0.05%
141
AWCAMERICAN WTR WKS CO INC NEW COM
6,834$840.0M0.05%
142
CMSCMS ENERGY CORP COM
12,856$808.0M0.05%
143
CSXCSX CORP COM
11,048$799.0M0.05%
144
ACNACCENTURE PLC IRELAND SHS CLASS A
3,596$757.0M0.05%
145
LNTALLIANT ENERGY CORP COM
13,730$751.0M0.05%
146
EQIXEQUINIX INC COM
1,111$648.0M0.04%
147
WMBWILLIAMS COS INC DEL COM
26,924$639.0M0.04%
148
S76STORE CAP CORP COM
16,890$629.0M0.04%
149
SRESEMPRA ENERGY COM
4,145$628.0M0.04%
150
EAELECTRONIC ARTS INC COM
5,457$587.0M0.04%
151
IBMINTERNATIONAL BUSINESS MACHS COM
4,173$559.0M0.04%
152
JCIJOHNSON CTLS INTL PLC SHS
13,483$549.0M0.03%
153
LNGCHENIERE ENERGY INC COM NEW
7,811$477.0M0.03%
154
AEPAMERICAN ELEC PWR CO INC COM
4,554$430.0M0.03%
155
MGAMAGNA INTL INC COM
3,927$363.0M0.02%
156
DDOMINION ENERGY INC COM
3,603$298.0M0.02%
157
GIB/ACGI INC CL A SUB VTG
1,844$260.0M0.02%
158
TAT&T INC COM
6,662$260.0M0.02%
159
CNPCENTERPOINT ENERGY INC COM
8,960$244.0M0.02%
160
COFCAPITAL ONE FINL CORP COM
2,270$234.0M0.01%
161
AAPLAPPLE INC COM
683$201.0M0.01%
162
LUVSOUTHWEST AIRLS CO COM
3,338$180.0M0.01%
163
ROSTROSS STORES INC COM
1,500$175.0M0.01%
164
7HPHP INC COM
8,345$171.0M0.01%
165
WMWASTE MGMT INC DEL COM
1,378$157.0M0.01%
166
FDXFEDEX CORP COM
1,033$156.0M0.01%
167
FMCF M C CORP COM NEW
1,464$146.0M0.01%
168
AERAERCAP HOLDINGS NV SHS
2,300$141.0M0.01%
169
NSCNORFOLK SOUTHERN CORP COM
723$140.0M0.01%
170
NVONOVO-NORDISK A S ADR
2,013$117.0M0.01%
171
ZBHZIMMER BIOMET HLDGS INC COM
773$116.0M0.01%
172
SYFSYNCHRONY FINL COM
3,200$115.0M0.01%
173
APDAIR PRODS & CHEMS INC COM
471$111.0M0.01%
174
METMETLIFE INC COM
2,169$111.0M0.01%
175
TFCTRUIST FINL CORP COM
1,890$106.0M0.01%
176
ORCLORACLE CORP COM
1,886$100.0M0.01%
177
BDXBECTON DICKINSON & CO COM
356$97.0M0.01%
178
ELVANTHEM INC COM
297$90.0M0.01%
179
CUBICUSTOMERS BANCORP INC COM
3,705$88.0M0.01%
180
PFEPFIZER INC COM
2,062$81.0M0.01%
181
TRVCCITIGROUP INC COM NEW
910$73.0M0.00%
182
TPCTUTOR PERINI CORP COM
4,270$55.0M0.00%
183
TECK/BTECK RESOURCES LTD CL B
1,762$51.0M0.00%
184
ARANTERO RES CORP COM
17,135$49.0M0.00%
185
TTELUS CORP COM
695$45.0M0.00%
186
DISCAUSDDISCOVERY INC COM SER A
1,212$40.0M0.00%
187
WYWEYERHAEUSER CO COM
1,184$36.0M0.00%
188
IRINGERSOLL-RAND PLC SHS
266$35.0M0.00%
189
HESHESS CORP COM
528$35.0M0.00%
190
BACBANK AMER CORP COM
973$34.0M0.00%
191
KELKELLOGG CO COM
442$31.0M0.00%
192
CMICUMMINS INC COM
172$31.0M0.00%
193
GMGENERAL MTRS CO COM
800$29.0M0.00%
194
BCEBCE INC COM NEW
352$27.0M0.00%
195
NEMNEWMONT GOLDCORP CORPORATION COM
612$27.0M0.00%
196
HPEHEWLETT PACKARD ENTERPRISE C COM
1,175$19.0M0.00%
197
PEOEXELON CORP COM
333$15.0M0.00%
198
VMWEURVMWARE INC CL A COM
62$9.0M0.00%
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