Stock Taper 
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Consolidated Edison, Inc. | ED | 92.65K | $10.25M |
 Boston Scientific Corporation | BSX | 94.92K | $4.05M |
 Newmont Corporation | NEM | 97.61K | $9.12M |
 Otis Worldwide Corporation | OTIS | 97.63K | $6.99M |
 American Electric Power Company, Inc. | AEP | 104.67K | $14.32M |
 The Timken Company | TKR | 105.36K | $15.31M |
 Arista Networks, Inc. | ANET | 105.7K | $17.96M |
 PennyMac Financial Services, Inc. | PFSI | 106.16K | $9.25M |
 Omega Healthcare Investors, Inc. | OHI | 106.7K | $5.09M |
 DiamondRock Hospitality Company | DRH | 107.89K | $1.31M |
 Sempra | SRE | 111.16K | $10.31M |
 Salesforce, Inc. | CRM | 115.44K | $18.09M |
 American Healthcare REIT, Inc. | AHR | 118.49K | $6.18M |
 Realty Income Corporation | O | 119.42K | $7.4M |
 Texas Instruments Incorporated | TXN | 120.44K | $35.9M |
 The TJX Companies, Inc. | TJX | 120.67K | $18.28M |
 Baker Hughes Company | BKR | 122.53K | $6.8M |
 Simon Property Group, Inc. | SPG | 122.82K | $27.47M |
 Lam Research Corporation | LRCX | 123.16K | $53.37M |
 Kilroy Realty Corporation | KRC | 126.21K | $4.73M |