Stock Taper 
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Texas Instruments Incorporated | TXN | 120.44K | $35.9M |
 Realty Income Corporation | O | 119.42K | $7.4M |
 American Healthcare REIT, Inc. | AHR | 118.49K | $6.18M |
 Salesforce, Inc. | CRM | 115.44K | $18.09M |
 Sempra | SRE | 111.16K | $10.31M |
 DiamondRock Hospitality Company | DRH | 107.89K | $1.31M |
 Omega Healthcare Investors, Inc. | OHI | 106.7K | $5.09M |
 PennyMac Financial Services, Inc. | PFSI | 106.16K | $9.25M |
 Arista Networks, Inc. | ANET | 105.7K | $17.96M |
 The Timken Company | TKR | 105.36K | $15.31M |
 American Electric Power Company, Inc. | AEP | 104.67K | $14.32M |
 Otis Worldwide Corporation | OTIS | 97.63K | $6.99M |
 Newmont Corporation | NEM | 97.61K | $9.12M |
 Boston Scientific Corporation | BSX | 94.92K | $4.05M |
 Consolidated Edison, Inc. | ED | 92.65K | $10.25M |
 Chevron Corporation | CVX | 89.77K | $14.88M |
 Americold Realty Trust, Inc. | COLD | 88.83K | $1.4M |
 Pinnacle West Capital Corporation | PNW | 85.35K | $9.13M |
 First Solar, Inc. | FSLR | 84.08K | $19.84M |
 Welltower Inc. | WELL | 82.56K | $18.74M |