CIK 1367401
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Institutional 13F holdings & portfolio
Holdings
250
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 201–250 of 250
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MWA | MUELLER WTR PRODS INC COM SER A | 201K | $1M+ | SH |
| BNL | BROADSTONE NET LEASE INC COM | 269K | $1M+ | SH |
| IRM | IRON MTN INC DEL COM | 56K | $1M+ | SH |
| NTAP | NETAPP INC COM | 40K | $1M+ | SH |
| TAC | TRANSALTA CORP COM | 245K | $1M+ | SH |
| APLE | APPLE HOSPITALITY REIT INC COM NEW | 354K | $1M+ | SH |
| TRI | THOMSON REUTERS CORP COM | 31K | $1M+ | SH |
| VTR | VENTAS INC COM | 52K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC COM | 18K | $1M+ | SH |
| HTO | H2O AMERICA COM | 72K | $1M+ | SH |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | 35K | $1M+ | SH |
| WFG | WEST FRASER TIMBER CO LTD COM | 40K | $1M+ | SH |
| TGS | TRANSPORTADORA DE GAS SUR SPONSORED ADS B | 101K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 18K | $1M+ | SH |
| DLR | DIGITAL RLTY TR INC COM | 16K | $1M+ | SH |
| GPOR | GULFPORT ENERGY CORP COMMON SHARES | 12K | $1M+ | SH |
| BLDR | BUILDERS FIRSTSOURCE INC COM | 23K | $1M+ | SH |
| O | REALTY INCOME CORP COM | 42K | $1M+ | SH |
| WTRG | ESSENTIAL UTILS INC COM | 60K | $1M+ | SH |
| QCOM | QUALCOMM INC COM | 13K | $1M+ | SH |
| CUBE | CUBESMART COM | 55K | $1M+ | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN COM | 39K | $1M+ | SH |
| AMAT | APPLIED MATLS INC COM | 7K | $1M+ | SH |
| HST | HOST HOTELS & RESORTS INC COM | 103K | $1M+ | SH |
| ADBE | ADOBE INC COM | 5K | $1M+ | SH |
| PCG | PG&E CORP COM | 111K | $1M+ | SH |
| TDW | TIDEWATER INC NEW COM | 29K | $1M+ | SH |
| LINE | LINEAGE INC COM | 39K | $1M+ | SH |
| RNR | RENAISSANCERE HLDGS LTD COM | 4K | $1M+ | SH |
| DRH | DIAMONDROCK HOSPITALITY CO COM | 116K | $1M+ | SH |
| WBD | WARNER BROS DISCOVERY INC COM SER A | 29K | $500K+ | SH |
| MSA | MSA SAFETY INC COM | 2K | $100K–$500K | SH |
| HUM | HUMANA INC COM | 1K | $100K–$500K | SH |
| MCK | MCKESSON CORP COM | 297 | $100K–$500K | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY COM | 694 | $100K–$500K | SH |
| RCI | ROGERS COMMUNICATIONS INC CL B | 4K | $100K–$500K | SH |
| FOX | FOX CORP CL B COM | 2K | $100K–$500K | SH |
| INTU | INTUIT COM | 178 | $100K–$500K | SH |
| VRTX | VERTEX PHARMACEUTICALS INC COM | 257 | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC COM | 224 | $100K–$500K | SH |
| AZO | AUTOZONE INC COM | 31 | $100K–$500K | SH |
| REGN | REGENERON PHARMACEUTICALS COM | 116 | $50K–$100K | SH |
| LII | LENNOX INTL INC COM | 163 | $50K–$100K | SH |
| PCAR | PACCAR INC COM | 636 | $50K–$100K | SH |
| FDS | FACTSET RESH SYS INC COM | 218 | $50K–$100K | SH |
| BMY | BRISTOL-MYERS SQUIBB CO COM | 1K | $50K–$100K | SH |
| FSV | FIRSTSERVICE CORP NEW COM | 336 | $50K–$100K | SH |
| LULU | LULULEMON ATHLETICA INC COM | 218 | $15K–$50K | SH |
| CF | CF INDS HLDGS INC COM | 503 | $15K–$50K | SH |
| DOV | DOVER CORP COM | 185 | $15K–$50K | SH |