Stock Taper 
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Amphenol Corporation | APH | 63.88K | $11.26M |
 GE Aerospace | GE | 64K | $23.92M |
 Applied Materials, Inc. | AMAT | 67.35K | $48.69M |
 Cadence Design Systems, Inc. | CDNS | 67.78K | $25.44M |
 Cheniere Energy, Inc. | LNG | 68.32K | $16.33M |
 AbbVie Inc. | ABBV | 71.68K | $18.04M |
 TC Energy Corporation | TRP | 72.95K | $6.85M |
 Ferguson plc | FERG | 75.34K | $17.88M |
 Ecolab Inc. | ECL | 75.5K | $21.03M |
 First Horizon Corporation | FHN | 75.5K | $1.94M |
| AC AVALONBAY CMNTYS INC COM | AVB | 75.99K | $14.34M |
 American Water Works Company, Inc. | AWK | 78.96K | $10.39M |
 Regency Centers Corporation | REG | 80.84K | $6.45M |
 The Southern Company | SO | 81.46K | $7.8M |
 Extra Space Storage Inc. | EXR | 82.25K | $11.95M |
 Welltower Inc. | WELL | 82.56K | $18.74M |
 First Solar, Inc. | FSLR | 84.08K | $19.84M |
 Pinnacle West Capital Corporation | PNW | 85.35K | $9.13M |
 Americold Realty Trust, Inc. | COLD | 88.83K | $1.4M |
 Chevron Corporation | CVX | 89.77K | $14.88M |