HoldingsChannel.com
Kempen Capital Management N.V. Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
CDN IMPERIAL BK COMM TORONTO COM 261,927 +42,480 $26,973
     CM261,927+42,480$26,973
GILEAD SCIENCES INC COM 380,512 -20,923 $25,707
     GILD380,512-20,923$25,707
LYONDELLBASELL INDUSTRIES N SHS A 295,475 +15,830 $25,449
     LYB295,475+15,830$25,449
PRUDENTIAL FINL INC COM 223,533 -645 $22,577
     PRU223,533-645$22,577
TAPESTRY INC COM 698,953 +103,086 $22,177
     TPR698,953+103,086$22,177
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 560,107 +69,289 $21,939
     TSM560,107+69,289$21,939
CARDINAL HEALTH INC COM 441,240 +61,270 $20,783
     CAH441,240+61,270$20,783
KEYCORP NEW COM 1,167,090 UNCH $20,716
     KEY1,167,090UNCH$20,716
CITIZENS FINL GROUP INC COM 582,818 +24,630 $20,609
     CFG582,818+24,630$20,609
EXXON MOBIL CORP COM 268,719 +46,570 $20,592
     XOM268,719+46,570$20,592
FIDELITY NATIONAL FINANCIAL FNF GROUP COM 509,843 +17,240 $20,547
     FNF509,843+17,240$20,547
HUNTINGTON BANCSHARES INC COM (HBAN) 1,486,531 +55,750 $20,543
     HBAN1,486,531+55,750$20,543
VERIZON COMMUNICATIONS INC COM 356,999 +59,495 $20,395
     VZ356,999+59,495$20,395
TELEFONICA BRASIL SA SPONSORED ADR 1,561,889 +87,690 $20,336
     VIV1,561,889+87,690$20,336
L BRANDS INC COM 778,452 +130,160 $20,317
     LB778,452+130,160$20,317
PPL CORP COM 653,217 +96,810 $20,257
     PPL653,217+96,810$20,257
TRITON INTL LTD CL A 606,160 +22,230 $19,858
     TRTN606,160+22,230$19,858
REDWOOD TR INC COM 1,173,004 +48,950 $19,390
     RWT1,173,004+48,950$19,390
SK TELECOM LTD SPONSORED ADR 779,797 +55,800 $19,300
     SKM779,797+55,800$19,300
CUBESMART COM 562,293 +5,482 $18,803
     CUBE562,293+5,482$18,803
AVALONBAY CMNTYS INC COM 92,368 +6,900 $18,768
     AVB92,368+6,900$18,768
RETAIL PPTYS AMER INC CL A 1,566,838 -233,941 $18,426
     RPAI1,566,838-233,941$18,426
SIMON PPTY GROUP INC NEW COM 112,483 +7,069 $17,971
     SPG112,483+7,069$17,971
BRUNSWICK CORP COM 358,400 +46,263 $16,447
     BC358,400+46,263$16,447
INVESCO LTD SHS 790,172 -145,790 $16,167
     IVZ790,172-145,790$16,167
ABERCROMBIE & FITCH CO CL A 992,313 +626,594 $15,917
     ANF992,313+626,594$15,917
EMPIRE ST RLTY TR INC CL A 1,068,174 +104,900 $15,820
     ESRT1,068,174+104,900$15,820
ALEXANDRIA REAL ESTATE EQ IN COM 105,200 +14,400 $14,843
     ARE105,200+14,400$14,843
PROLOGIS INC COM 182,767 -116,475 $14,639
     PLD182,767-116,475$14,639
MID AMER APT CMNTYS INC COM 119,831 +4,300 $14,111
     MAA119,831+4,300$14,111
FIRST SOLAR INC COM 210,050 -67,290 $13,796
     FSLR210,050-67,290$13,796
CORESITE RLTY CORP COM 110,287 +3,700 $12,702
     COR110,287+3,700$12,702
VALERO ENERGY CORP NEW COM 146,782 +28,803 $12,566
     VLO146,782+28,803$12,566
NATIONAL RETAIL PPTYS INC COM 234,883 +21,300 $12,451
     NNN234,883+21,300$12,451
THERMON GROUP HLDGS INC COM 482,654 -46,959 $12,380
     THR482,654-46,959$12,380
HEALTHCARE TR AMER INC CL A NEW 450,153 +132,477 $12,348
     HTA450,153+132,477$12,348
AMERICAN EQTY INVT LIFE HLD COM 441,043 +98,904 $11,979
     AEL441,043+98,904$11,979
INVITATION HOMES INC COM 446,100 +150,300 $11,924
     INVH446,100+150,300$11,924
LHC GROUP INC COM 99,591 -17,061 $11,909
     LHCG99,591-17,061$11,909
REGENCY CTRS CORP COM 177,517 +37,600 $11,848
     REG177,517+37,600$11,848
BED BATH & BEYOND INC COM 991,147 +686,147 $11,517
     BBBY991,147+686,147$11,517
PUBLIC SVC ENTERPRISE GRP IN COM 194,444 +18,171 $11,437
     PEG194,444+18,171$11,437
PLDT INC SPONSORED ADR 459,998 -12,160 $11,417
     PHI459,998-12,160$11,417
OMNICOM GROUP INC COM 138,219 UNCH $11,327
     OMC138,219UNCH$11,327
EASTGROUP PPTY INC COM 96,400 +88,300 $11,181
     EGP96,400+88,300$11,181
RENAISSANCERE HOLDINGS LTD COM 62,454 -10,838 $11,117
     RNR62,454-10,838$11,117
PUBLIC STORAGE COM 46,607 -24,500 $11,100
     PSA46,607-24,500$11,100
SCHLUMBERGER LTD COM 271,870 +35,740 $10,804
     SLB271,870+35,740$10,804
HOST HOTELS & RESORTS INC COM 553,757 -78,500 $10,089
     HST553,757-78,500$10,089
CABOT CORP COM 208,454 UNCH $9,945
     CBT208,454UNCH$9,945

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 06/30/2019: $1,151,063
At 03/31/2019: $1,101,150

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.