VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. Q4 2020 Filing
Filed February 12, 2021
Portfolio Value
$1.7B
Holdings
168
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (168 positions)
| Stock | Value |
|---|---|
AVBAVALONBAY CMNTYS INC COM | $47.5M |
JBLJABIL INC COM | $40.2M |
BCBRUNSWICK CORP COM | $39.5M |
—ARGO GROUP INTL HLDGS LTD COM | $38.6M |
SL2SLEEP NUMBER CORP COM | $38.0M |
TDCTERADATA CORP DEL COM | $37.5M |
THRTHERMON GROUP HLDGS INC COM | $36.7M |
TCFTCF FINL CORP COM | $32.2M |
CSCOCISCO SYS INC COM | $30.1M |
ANFABERCROMBIE & FITCH CO CL A | $29.8M |
ENSENERSYS COM | $28.8M |
FSLRFIRST SOLAR INC COM | $28.4M |
KROKRONOS WORLDWIDE INC COM | $27.4M |
LXFRLUXFER HOLDINGS PLC SHS | $26.7M |
HRUSDHEALTHCARE RLTY TR COM | $25.8M |
INVHINVITATION HOMES INC COM | $23.7M |
OMCOMNICOM GROUP INC COM | $23.1M |
PEPPEPSICO INC COM | $23.1M |
PSAPUBLIC STORAGE COM | $23.0M |
DKDELEK US HLDGS INC NEW COM | $22.2M |
LYBLYONDELLBASELL INDUSTRIES N SHS - A - | $22.0M |
TRNTRINITY INDS INC COM | $21.8M |
BACVERIZON COMMUNICATIONS INC COM | $21.7M |
CAHCARDINAL HEALTH INC COM | $21.7M |
STRASTRATEGIC ED INC COM | $21.6M |
SKMEURSK TELECOM LTD SPONSORED ADR | $21.3M |
PEGPUBLIC SVC ENTERPRISE GRP IN COM | $21.1M |
MSMMSC INDL DIRECT INC CL A | $21.1M |
USBUS BANCORP DEL COM NEW | $20.5M |
HBANHUNTINGTON BANCSHARES INC COM | $20.3M |
PRUPRUDENTIAL FINL INC COM | $20.3M |
GNTXGENTEX CORP COM | $20.2M |
TPRTAPESTRY INC COM | $20.2M |
CFGCITIZENS FINL GROUP INC COM | $20.2M |
GILDGILEAD SCIENCES INC COM | $20.1M |
CUBECUBESMART COM | $20.1M |
TRTN-PATRITON INTL LTD CL A | $20.0M |
HPPHUDSON PAC PPTYS INC COM | $19.1M |
PPLPPL CORP COM | $18.8M |
ELSEQUITY LIFESTYLE PPTYS INC COM | $18.2M |
PG4PRINCIPAL FINANCIAL GROUP IN COM | $18.1M |
HTAEURHEALTHCARE TR AMER INC CL A NEW | $18.1M |
STAGSTAG INDL INC COM | $17.9M |
—BROADSTONE NET LEASE INC CL A COM | $17.2M |
DRHDIAMONDROCK HOSPITALITY CO COM | $16.6M |
EHCENCOMPASS HEALTH CORP COM | $16.5M |
CBTCABOT CORP COM | $15.9M |
HIWHIGHWOODS PPTYS INC COM | $15.3M |
PLDPROLOGIS INC. COM | $14.6M |
AEOAMERICAN EAGLE OUTFITTERS IN COM | $14.4M |
GRT-UCADGRANITE REAL ESTATE INVT TR UNIT 99/99/9999 | $14.3M |
CMCANADIAN IMP BK COMM COM | $14.3M |
COLDAMERICOLD RLTY TR COM | $14.1M |
MRKMERCK & CO. INC COM | $13.8M |
SHOSUNSTONE HOTEL INVS INC NEW COM | $13.4M |
RNRRENAISSANCERE HLDGS LTD COM | $12.9M |
DOCHEALTHPEAK PROPERTIES INC COM | $12.8M |
SITCUSDSITE CTRS CORP COM | $12.5M |
HSTHOST HOTELS & RESORTS INC COM | $12.4M |
FRTEURFEDERAL RLTY INVT TR SH BEN INT NEW | $12.2M |
MSFTMICROSOFT CORP COM | $12.0M |
LHCGUSDLHC GROUP INC COM | $11.9M |
EGPEASTGROUP PPTYS INC COM | $11.9M |
COR1EURCORESITE RLTY CORP COM | $11.6M |
MAMASTERCARD INCORPORATED CL A | $11.0M |
RWTREDWOOD TR INC COM | $10.8M |
PDMPIEDMONT OFFICE REALTY TR IN COM CL A | $10.7M |
NKENIKE INC CL B | $10.0M |
BBBYEURBED BATH & BEYOND INC COM | $9.7M |
DEDEERE & CO COM | $9.6M |
PHIPLDT INC SPONSORED ADR | $9.5M |
—ATLAS CORP SHS | $9.1M |
SLBSCHLUMBERGER LTD COM | $8.9M |
OREALTY INCOME CORP COM | $8.8M |
WELLWELLTOWER INC COM | $8.8M |
AIGAMERICAN INTL GROUP INC COM NEW | $8.8M |
VLOVALERO ENERGY CORP COM | $8.7M |
FQIDIGITAL RLTY TR INC COM | $8.5M |
AMATAPPLIED MATLS INC COM | $7.5M |
MRSHMARSH & MCLENNAN COS INC COM | $7.4M |
TRNOTERRENO RLTY CORP COM | $6.6M |
TRIPTRIPADVISOR INC COM | $6.6M |
ELLAUDER ESTEE COS INC CL A | $6.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | $6.0M |
—WEINGARTEN RLTY INVS SH BEN INT | $5.9M |
MDTMEDTRONIC PLC SHS | $5.9M |
UNPUNION PAC CORP COM | $5.8M |
IQVIQVIA HLDGS INC COM | $5.6M |
AMTAMERICAN TOWER CORP NEW COM | $5.1M |
SYYSYSCO CORP COM | $5.1M |
NEENEXTERA ENERGY INC COM | $4.3M |
EXREXTRA SPACE STORAGE INC COM | $4.3M |
JNJJOHNSON & JOHNSON COM | $3.9M |
REXRREXFORD INDL RLTY INC COM | $3.9M |
PTCPTC INC COM | $3.6M |
JPMJPMORGAN CHASE & CO COM | $3.3M |
BNSBANK NOVA SCOTIA B C COM | $3.2M |
VVISA INC COM CL A | $3.0M |
XYLXYLEM INC COM | $3.0M |
SRESEMPRA ENERGY COM | $2.4M |
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