Kempen Capital Management N V (1367401) Portfolio


Number of Companies: 116
Inflow: $118,883 K
Outflow: $-142,917 K
Net Flow: $-24,034 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2116 88 Camden Property Trust (CPT) Reit 290,790 Added More 269,337 $84.08 $22,648 $24,452
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 782,500 New Holding 782,500 $28.46 $22,277 $22,277
244 2 Western Refining Inc (WNR) Refining And Marketing 758,536 Added More 756,720 $29.09 $22,012 $22,065
580 8 Telefonica Brasil (VIV) Telecom Carriers 1,845,200 Added More 488,250 $12.49 $6,098 $23,046
2243 10 Tal International Group Inc (TAL) Industrial Distribution And Rental 844,301 Added More 283,300 $15.44 $4,374 $13,036
3055 131 Simon Property Group Inc (SPG) Reit 87,073 Added More 15,213 $207.69 $3,159 $18,084
68 1 Pbf Energy Inc-Class A (PBF) Refining And Marketing 708,279 Added More 83,392 $33.20 $2,768 $23,514
2814 122 Equity Residential (EQR) Reit 139,081 Added More 30,284 $75.02 $2,272 $10,435
2600 110 Douglas Emmett Inc (DEI) Reit 95,356 Added More 59,752 $30.11 $1,799 $2,871
2618 261 Cullenfrost Bankers Inc (CFR) Banks 385,250 Added More 30,150 $55.11 $1,661 $21,231
2949 126 Boston Properties Inc (BXP) Reit 57,035 Added More 11,116 $127.08 $1,412 $7,248
3041 130 Public Storage (PSA) Reit 38,120 Added More 5,056 $275.82 $1,394 $10,514
2851 123 General Growth Properties (GGP) Reit 250,716 Added More 42,752 $29.73 $1,271 $7,453
2890 124 Extra Space Storage Inc (EXR) Reit 37,014 Added More 13,463 $93.45 $1,258 $3,459
2908 125 Prologis Inc (PLD) Reit 147,256 Added More 28,091 $44.18 $1,241 $6,505
1759 203 Umpqua Holdings Corp (UMPQ) Banks 1,396,000 Added More 75,050 $15.86 $1,190 $22,140
81 2 Klimasan Klima Sanayi Ve Tic (KKR) Comml And Res Bldg Equip And Sys 807,850 Added More 75,600 $14.69 $1,110 $11,867
2744 119 Hcp Inc (HCP) Reit 158,746 Added More 27,503 $32.58 $896 $5,171
65 5 Regency Centers Corp (REG) Reit 39,832 Added More 10,739 $74.84 $803 $2,981
2725 116 Digital Realty Trust Inc (DLR) Reit 51,122 Added More 8,747 $88.48 $774 $4,523
2967 127 Essex Property Trust Inc (ESS) Reit 12,515 Added More 3,236 $233.86 $756 $2,926
2271 96 Lexington Realty Trust (LXP) Reit 127,558 Added More 21,043 $33.43 $703 $4,264
2950 8 General Motors Co (GM) Automobiles 708,200 Added More 19,400 $31.43 $609 $22,258
665 45 Kimco Realty Corp (KIM) Reit 152,486 Added More 20,406 $28.78 $587 $4,388
2651 112 Realty Income Corp (O) Reit 52,005 Added More 8,504 $62.50 $531 $3,250
2695 114 Macerich Cothe (MAC) Reit 40,755 Added More 6,530 $79.23 $517 $3,229
2916 53 National Oilwell Varco Inc (NOV) Oil And Gas Services And Equip 721,350 Added More 14,950 $31.10 $464 $22,433
2499 109 Duke Realty Corp (DRE) Reit 121,218 Added More 20,284 $22.54 $457 $2,732
2197 41 Redwood Trust Inc (RWT) Mortgage Finance 926,750 Added More 34,250 $13.08 $447 $12,121
2435 107 Lasalle Hotel Properties (LHO) Reit 470,056 Added More 17,100 $25.30 $432 $11,897
1791 12 Lhc Group Inc (LHCG) Health Care Services 13,261 Added More 12,050 $35.56 $428 $471
2432 7 Lexmark International Inc-A (LXK) Office Electronics 388,968 Added More 12,365 $33.43 $413 $13,003
326 26 Eastgroup Properties Inc (EGP) Reit 16,668 Added More 6,722 $60.36 $405 $1,006
408 32 Taubman Centers Inc (TCO) Reit 28,619 Added More 5,691 $71.23 $405 $2,038
201 13 Apartment Invt And Mgmt Co -A (AIV) Reit 60,156 Added More 9,553 $41.82 $399 $2,515
2505 13 Select Comfort Corporation (SCSS) Home Products Stores 32,323 Added More 19,835 $19.38 $384 $626
2294 97 National Retail Properties (NNN) Reit 62,079 Added More 7,563 $46.20 $349 $2,868
2664 113 Sl Green Realty Corp (SLG) Reit 21,890 Added More 3,500 $96.87 $339 $2,120
415 33 Mack-Cali Realty Corp (CLI) Reit 89,214 Added More 14,414 $23.50 $338 $2,096
2796 120 Federal Realty Invs Trust (FRT) Reit 13,293 Added More 2,116 $156.05 $330 $2,074
503 36 Senior Housing Prop Trust (SNH) Reit 101,249 Added More 18,109 $17.88 $323 $1,811
393 29 Ddr Corp (DDR) Reit 107,744 Added More 17,728 $17.79 $315 $1,916
813 6 Strayer Education Inc (STRA) Educational Services 11,597 Added More 6,435 $48.75 $313 $565
2030 83 Piedmont Office Realty Tru-A (PDM) Reit 86,807 Added More 15,412 $20.30 $313 $1,763
2326 51 Teradata Corp (TDC) Telecom Carriers 22,725 Added More 11,760 $26.24 $308 $596
2736 118 Ventas Inc (VTR) Reit 102,651 Added More 4,798 $62.95 $302 $6,462
696 51 New York Community Bancorp (NYCB) Banks 1,471,063 Added More 18,350 $15.90 $291 $23,389
289 24 Weingarten Realty Investors (WRI) Reit 45,672 Added More 7,474 $37.52 $280 $1,713
466 28 Hancock Holding Co (HBHC) Banks 472,510 Added More 11,950 $22.95 $274 $10,848
2011 14 Kronos Worldwide Inc (KRO) Specialty Chemicals 104,492 Added More 47,323 $5.72 $270 $597
2424 104 Equity Lifestyle Properties (ELS) Reit 22,719 Added More 3,538 $72.73 $257 $1,652
2712 115 Highwoods Properties Inc (HIW) Reit 34,400 Added More 5,290 $47.81 $252 $1,644
2308 19 Wolverine World Wide Inc (WWW) Apparel Footwear And Acc Design 13,722 New Holding 13,722 $18.42 $252 $252
2318 98 Cbl And Associates Properties (CBL) Reit 123,687 Added More 20,331 $11.90 $241 $1,471
101 6 Epr Properties (EPR) Reit 21,659 Added More 3,510 $66.62 $233 $1,442
317 25 Omega Healthcare Investors (OHI) Reit 41,183 Added More 6,454 $35.29 $227 $1,453
2150 26 Del Friscos Restaurant Grou (DFRG) Restaurants 35,242 Added More 13,568 $16.58 $224 $584
2010 81 Ps Business Parks Incca (PSB) Reit 13,332 Added More 2,085 $100.51 $209 $1,339
1888 23 Entravision Communications-A (EVC) Publishing And Broadcasting 45,394 Added More 28,051 $7.44 $208 $337
2519 10 Jabil Circuit Inc (JBL) Emsodm 18,395 Added More 10,782 $19.27 $207 $354
301 1 Brunswick Corp (BC) Recreational Vehicles 7,946 Added More 4,267 $47.98 $204 $381
2068 86 Wp Carey Inc (WPC) Reit 19,842 Added More 3,167 $62.24 $197 $1,234
232 19 Brandywine Realty Trust (BDN) Reit 88,374 Added More 13,956 $14.03 $195 $1,239
134 9 Healthcare Realty Trust Inc (HR) Reit 36,177 Added More 6,278 $30.88 $193 $1,117
1993 223 Wilshire Bancorp Inc (WIBC) Banks 35,032 Added More 18,679 $10.30 $192 $360
1887 25 Teradyne Inc (TER) Semiconductor Mfg 17,835 Added More 8,807 $21.59 $190 $385
2195 47 Ubiquiti Networks Inc (UBNT) Communications Equipment 9,513 Added More 5,413 $33.27 $180 $316
29 3 Sun Communities Inc (SUI) Reit 13,392 Added More 2,341 $71.61 $167 $959
2080 87 Corporate Office Properties (OFC) Reit 42,769 Added More 6,383 $26.24 $167 $1,122
223 17 Rlj Lodging Trust (RLJ) Reit 44,260 Added More 7,193 $22.87 $164 $1,012
2795 12 Gnc Holdings Inc-Cl A (GNC) Other Spec Retail Discr 8,018 Added More 5,061 $31.75 $160 $254
1516 73 Washington Reit (WRE) Reit 34,595 Added More 5,501 $29.20 $160 $1,010
61 4 Kilroy Realty Corp (KRC) Reit 15,906 Added More 2,471 $61.86 $152 $984
2334 100 Tanger Factory Outlet Center (SKT) Reit 24,790 Added More 4,111 $36.38 $149 $902
282 22 Equity One Inc (EQY) Reit 34,818 Added More 5,134 $28.66 $147 $997
72 2 Kirby Corp (KEX) Marine Shipping 2,398 New Holding 2,398 $60.29 $144 $144
2391 102 Post Properties Inc (PPS) Reit 14,188 Added More 2,222 $59.74 $132 $847
1736 5 Luxfer Holdings Plc (LXFR) Metalworking Machinery 27,600 Added More 12,200 $10.61 $129 $292
599 41 Felcor Lodging Trust Inc (FCH) Reit 83,451 Added More 15,317 $8.12 $124 $677
2643 17 First Solar Inc (FSLR) Renewable Energy Equipment 5,155 Added More 1,797 $68.47 $123 $352
2762 29 American Eagle Outfitters (AEO) Specialty Apparel Stores 12,179 Added More 6,687 $16.67 $111 $203
1870 16 Chart Industries Inc (GTLS) Fabricated Metal And Hardware 17,067 Added More 4,831 $21.71 $104 $370
2531 21 Timken Co (TKR) Fabricated Metal And Hardware 7,585 Added More 3,030 $33.49 $101 $254
2238 95 Sunstone Hotel Investors Inc (SHO) Reit 17,472 Added More 6,316 $14.00 $88 $244
2323 18 Kaiser Aluminum Corp (KALU) Base Metals 2,978 Added More 940 $84.54 $79 $251
1926 8 Plexus Corp (PLXS) Emsodm 3,509 Added More 1,377 $39.52 $54 $138
2407 45 Mrc Global Inc (MRC) Oil And Gas Services And Equip 8,485 Added More 1,821 $13.14 $23 $111
2868 6 Sysco Corp (SYY) Food Products Wholesalers 32,600 No Change 0 $46.73 $0 $1,523
2816 63 Maxim Integrated Products (MXIM) Semiconductor Devices 338,250 No Change 0 $36.77 $0 $12,440
2692 18 Spectra Energy Corp (SE) Midstream Oil And Gas 51,627 No Change 0 $30.60 $0 $1,579
3030 69 Intel Corp (INTC) Semiconductor Devices 34,200 No Change 0 $32.34 $0 $1,106
2786 9 Ingram Micro Inc-Cl A (IM) Consumer Elec And Applc Whslrs 4,612 Sold Some -17 $35.91 $-0 $165
1927 12 Capella Education Co (CPLA) Educational Services 5,354 Sold Some -39 $52.63 $-2 $281
2660 30 Sanderson Farms Inc (SAFM) Packaged Food 962 Sold Some -276 $90.18 $-24 $86
2436 20 Finish Linethe - Cl A (FINL) Specialty Apparel Stores 9,918 Sold Some -1,182 $21.10 $-24 $209
861 18 Two Harbors Investment Corp (TWO) Mortgage Finance 2,885,650 Sold Some -8,950 $7.94 $-71 $22,912
1899 39 Vishay Intertechnology Inc (VSH) Semiconductor Devices 0 Sold All -7,803 $12.21 $-95 $0
214 16 Retail Properties Of Ame - A (RPAI) Reit 882,493 Sold Some -6,605 $15.85 $-104 $13,987
2733 117 Host Hotels And Resorts Inc (HST) Reit 43,686 Sold Some -15,120 $16.70 $-252 $729
2800 121 Vornado Realty Trust (VNO) Reit 60,027 Sold Some -2,711 $94.43 $-256 $5,668
3023 7 Merck And Co Inc (MRK) Large Pharma 432,950 Sold Some -10,050 $52.91 $-531 $22,907
2746 13 Potash Corp Of Saskatchewan (POT) Agricultural Chemicals 1,239,050 Sold Some -50,000 $17.02 $-851 $21,088
2396 103 Udr Inc (UDR) Reit 647,985 Sold Some -23,089 $38.52 $-889 $24,966
3077 22 Procter And Gamble Cothe (PG) Household Products 279,350 Sold Some -23,900 $82.30 $-1,967 $22,993
3071 42 Intl Business Machines Corp (IBM) It Services 155,900 Sold Some -15,800 $151.44 $-2,392 $23,611
2977 67 Qualcomm Inc (QCOM) Semiconductor Devices 463,300 Sold Some -58,950 $51.13 $-3,014 $23,693
253 1 Taiwan Semiconductor (TSM) Semiconductor Mfg 904,650 Sold Some -122,400 $26.20 $-3,206 $23,701
359 9 Westar Energy Inc (WR) Integrated Utilities 452,450 Sold Some -92,800 $49.61 $-4,603 $22,446
3065 7 Philip Morris International (PM) Tobacco 223,100 Sold Some -52,200 $98.11 $-5,121 $21,888
2875 29 Public Service Enterprise Gp (PEG) Integrated Utilities 473,804 Sold Some -118,200 $47.13 $-5,571 $22,335
3058 62 Verizon Communications Inc (VZ) Telecom Carriers 435,000 Sold Some -125,900 $54.08 $-6,808 $23,524
2901 3 Mattel Inc (MAT) Toys And Games 725,287 Sold Some -288,700 $33.61 $-9,706 $24,384
3049 6 General Electric Co (GE) Electrical Power Equipment 0 Sold All -744,749 $31.79 $-23,675 $0
3076 10 Johnson And Johnson (JNJ) Large Pharma 11,500 Sold Some -219,500 $108.19 $-23,749 $1,244
3068 39 Mcdonalds Corp (MCD) Restaurants 0 Sold All -192,950 $125.68 $-24,249 $0
400 30 Mid-America Apartment Comm (MAA) Reit 24,044 Sold Some -251,879 $102.20 $-25,744 $2,457