HoldingsChannel.com
Kempen Capital Management N.V. Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
CDN IMPERIAL BK COMM TORONTO COM 264,717 +2,790 $28,936
     CM264,717+2,790$28,936
LYONDELLBASELL INDUSTRIES N SHS A 311,185 +15,710 $27,841
     LYB311,185+15,710$27,841
GILEAD SCIENCES INC COM 436,102 +55,590 $27,640
     GILD436,102+55,590$27,640
PPL CORP COM 864,937 +211,720 $27,237
     PPL864,937+211,720$27,237
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 525,131 -34,976 $24,407
     TSM525,131-34,976$24,407
PRUDENTIAL FINL INC COM 261,007 +37,474 $23,478
     PRU261,007+37,474$23,478
TAPESTRY INC COM 880,877 +181,924 $22,947
     TPR880,877+181,924$22,947
CARDINAL HEALTH INC COM 476,990 +35,750 $22,510
     CAH476,990+35,750$22,510
HUNTINGTON BANCSHARES INC COM (HBAN) 1,543,781 +57,250 $22,029
     HBAN1,543,781+57,250$22,029
TRITON INTL LTD CL A 650,177 +44,017 $22,001
     TRTN650,177+44,017$22,001
CITIZENS FINL GROUP INC COM 618,398 +35,580 $21,873
     CFG618,398+35,580$21,873
KEYCORP NEW COM 1,224,830 +57,740 $21,851
     KEY1,224,830+57,740$21,851
REDWOOD TR INC COM 1,330,644 +157,640 $21,836
     RWT1,330,644+157,640$21,836
RETAIL PPTYS AMER INC CL A 1,767,818 +200,980 $21,780
     RPAI1,767,818+200,980$21,780
SCHLUMBERGER LTD COM 632,990 +361,120 $21,630
     SLB632,990+361,120$21,630
EXXON MOBIL CORP COM 306,199 +37,480 $21,620
     XOM306,199+37,480$21,620
VERIZON COMMUNICATIONS INC COM 356,638 -361 $21,527
     VZ356,638-361$21,527
SK TELECOM LTD SPONSORED ADR 931,567 +151,770 $20,681
     SKM931,567+151,770$20,681
TELEFONICA BRASIL SA SPONSORED ADR 1,568,539 +6,650 $20,658
     VIV1,568,539+6,650$20,658
AVALONBAY CMNTYS INC COM 94,268 +1,900 $20,299
     AVB94,268+1,900$20,299
EMPIRE ST RLTY TR INC CL A 1,374,174 +306,000 $19,609
     ESRT1,374,174+306,000$19,609
BRUNSWICK CORP COM 367,147 +8,747 $19,136
     BC367,147+8,747$19,136
SIMON PPTY GROUP INC NEW COM 114,902 +2,419 $17,884
     SPG114,902+2,419$17,884
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 400,000 -109,843 $17,764
     FNF400,000-109,843$17,764
AMERICAN EQTY INVT LIFE HLD COM 725,126 +284,083 $17,548
     AEL725,126+284,083$17,548
ABERCROMBIE & FITCH CO CL A 1,078,862 +86,549 $16,830
     ANF1,078,862+86,549$16,830
L BRANDS INC COM 858,872 +80,420 $16,825
     LB858,872+80,420$16,825
ALEXANDRIA REAL ESTATE EQ IN COM 107,600 +2,400 $16,575
     ARE107,600+2,400$16,575
HEALTHCARE RLTY TR COM 491,070 +330,570 $16,450
     HR491,070+330,570$16,450
FIRST SOLAR INC COM 274,238 +64,188 $15,909
     FSLR274,238+64,188$15,909
CORESITE RLTY CORP COM 128,987 +18,700 $15,717
     COR128,987+18,700$15,717
BED BATH & BEYOND INC COM 1,465,227 +474,080 $15,590
     BBBY1,465,227+474,080$15,590
INVITATION HOMES INC COM 520,800 +74,700 $15,421
     INVH520,800+74,700$15,421
PROLOGIS INC COM 171,835 -10,932 $14,643
     PLD171,835-10,932$14,643
SPIRIT AIRLS INC COM 384,892 +207,718 $13,972
     SAVE384,892+207,718$13,972
THERMON GROUP HLDGS INC COM 607,815 +125,161 $13,968
     THR607,815+125,161$13,968
CUBESMART COM 397,728 -164,565 $13,881
     CUBE397,728-164,565$13,881
LHC GROUP INC COM 119,126 +19,535 $13,528
     LHCG119,126+19,535$13,528
HEALTHCARE TR AMER INC CL A NEW 456,681 +6,528 $13,418
     HTA456,681+6,528$13,418
VALERO ENERGY CORP NEW COM 155,460 +8,678 $13,251
     VLO155,460+8,678$13,251
EASTGROUP PPTY INC COM 103,800 +7,400 $12,976
     EGP103,800+7,400$12,976
JABIL INC COM 359,729 +112,355 $12,868
     JBL359,729+112,355$12,868
AMERICAN EAGLE OUTFITTERS IN COM 776,791 +231,767 $12,600
     AEO776,791+231,767$12,600
REGENCY CTRS CORP COM 181,017 +3,500 $12,579
     REG181,017+3,500$12,579
HUDSON PAC PPTYS INC COM 370,217 +370,217 $12,388
     HPP370,217+370,217$12,388
SEASPAN CORP SHS 1,137,632 +174,819 $12,093
     SSW1,137,632+174,819$12,093
LUXFER HOLDINGS PLC SHS 773,610 +426,638 $12,053
     LXFR773,610+426,638$12,053
INVESCO LTD SHS 699,352 -90,820 $11,847
     IVZ699,352-90,820$11,847
OMNICOM GROUP INC COM 150,374 +12,155 $11,774
     OMC150,374+12,155$11,774
HOST HOTELS & RESORTS INC COM 675,657 +121,900 $11,682
     HST675,657+121,900$11,682

See Full List: All Stocks Held By Kempen Capital Management N.V.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Kempen Capital Management N.V.

Size ($ in 1000's)
At 09/30/2019: $1,256,849
At 06/30/2019: $1,151,063

Kempen Capital Management N.V. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kempen Capital Management N.V. 13F filings. Link to 13F filings: SEC filings

Kempen Capital Management N.V. Top Holdings 13F Filings | www.HoldingsChannel.com

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