Kempen Capital Management N.V. Incresed Positions in Q2 2025

Kempen Capital Management N.V.

  • $10.1 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
59.9K
+ 9.14%
$484.66 - $738.09 $29M - $44.2M
715K $528M
KKR
Kkr & Co. Inc.

Financial Services
461K
+ 13.81%
$92.79 - $134.29 $42.8M - $61.9M
3.8M $505M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.06K
+ 1.28%
$4164.15 - $5789.24 $4.41M - $6.14M
84.1K $487M
LFUS
Littelfuse Inc

Technology
334K
+ 53.99%
$149.72 - $227.31 $50M - $75.9M
952K $216M
SPOT
Spotify Technology S.A.

Communication Services
17.6K
+ 5.75%
$503.3 - $775.9 $8.88M - $13.7M
324K $249M
NXPI
Nxp Semiconductors N.V.

Technology
78.7K
+ 4.55%
$153.5 - $218.72 $12.1M - $17.2M
1.81M $395M
AMZN
Amazon Com Inc

Consumer Cyclical
62.9K
+ 3.8%
$167.32 - $223.3 $10.5M - $14M
1.72M $377M
MKL
Markel Corp

Financial Services
17.7K
+ 12.12%
$1678.5 - $1997.36 $29.7M - $35.4M
164K $327M
TMO
Thermo Fisher Scientific Inc.

Healthcare
196K
+ 61.07%
$390.26 - $489.06 $76.6M - $96M
518K $210M
C
Citigroup Inc

Financial Services
37.1K
+ 1.28%
$58.13 - $85.12 $2.16M - $3.16M
2.94M $250M
ADI
Analog Devices Inc

Technology
10.8K
+ 2.01%
$164.6 - $238.02 $1.77M - $2.57M
548K $130M
PTC
Ptc Inc.

Technology
13.5K
+ 1.34%
$136.74 - $173.24 $1.85M - $2.34M
1.02M $176M
FHN
First Horizon Corp

Financial Services
820K
+ 170.16%
$16.21 - $21.2 $13.3M - $17.4M
1.3M $27.6M
SPG
Simon Property Group Inc

Real Estate
103K
+ 101.31%
$140.37 - $171.44 $14.5M - $17.7M
205K $32.9M
OMC
Omnicom Group Inc.

Communication Services
237K
+ 132.11%
$69.22 - $79.77 $16.4M - $18.9M
417K $30M
CB
Chubb LTD

Financial Services
73.3K
+ 14.3%
$274.32 - $302.46 $20.1M - $22.2M
586K $170M
FSLR
First Solar, Inc.

Technology
41.9K
+ 25.98%
$120.38 - $192.98 $5.04M - $8.08M
203K $33.6M
TTWO
Take Two Interactive Software Inc

Communication Services
44.4K
+ 2302.08%
$194.58 - $243.05 $8.63M - $10.8M
46.3K $11.2M
ALV
Autoliv Inc

Consumer Cyclical
28.5K
+ 8.99%
$76.77 - $113.1 $2.19M - $3.23M
346K $38.7M
V
Visa Inc.

Financial Services
21.7K
+ 4.44%
$308.27 - $373.31 $6.69M - $8.1M
511K $181M
BAC
Bank Of America Corp

Financial Services
184K
+ 128.66%
$34.39 - $47.46 $6.31M - $8.71M
326K $15.4M
ECL
Ecolab Inc.

Basic Materials
32.1K
+ 92.22%
$225.65 - $270.95 $7.23M - $8.69M
66.8K $18M
PLD
Prologis, Inc.

Real Estate
90.3K
+ 58.17%
$89.76 - $112.34 $8.11M - $10.1M
246K $25.8M
OTIS
Otis Worldwide Corp

Industrials
88.2K
+ 89.35%
$90.88 - $104.3 $8.02M - $9.2M
187K $18.5M
EQIX
Equinix Inc

Real Estate
11K
+ 37.57%
$740.07 - $914.43 $8.17M - $10.1M
40.4K $32.2M
NFLX
Netflix Inc

Communication Services
1.95K
+ 14.82%
$855.86 - $1339.13 $1.67M - $2.62M
15.1K $20.3M
LXP
Lxp Industrial Trust

Real Estate
940K
+ 7161.96%
$7.22 - $8.85 $6.78M - $8.32M
953K $7.87M
APLE
Apple Hospitality Reit, Inc.

Real Estate
665K
+ 9947.18%
$10.66 - $12.92 $7.08M - $8.59M
671K $7.83M
INVH
Invitation Homes Inc.

Real Estate
320K
+ 22.87%
$30.53 - $35.47 $9.78M - $11.4M
1.72M $56.4M
WFC
Wells Fargo & Company

Financial Services
83.3K
+ 92.4%
$60.98 - $80.12 $5.08M - $6.67M
173K $13.9M
O
Realty Income Corp

Real Estate
129K
+ 39.16%
$52.27 - $58.52 $6.76M - $7.57M
460K $26.5M
TNC
Tennant CO

Industrials
92.6K
+ 54.9%
$68.18 - $81.07 $6.32M - $7.51M
261K $20.2M
MPC
Marathon Petroleum Corp

Energy
36.6K
+ 105.3%
$118.55 - $170.08 $4.34M - $6.23M
71.4K $11.9M
CL
Colgate Palmolive CO

Consumer Defensive
74.9K
+ 53.84%
$87.57 - $96.0 $6.56M - $7.19M
214K $19.5M
BC
Brunswick Corp

Consumer Cyclical
97.1K
+ 15.14%
$41.93 - $58.37 $4.07M - $5.67M
738K $40.8M
AMH
American Homes 4 Rent

Real Estate
237K
+ 17.57%
$32.8 - $39.31 $7.79M - $9.33M
1.59M $57.3M
FIS
Fidelity National Information Services, Inc.

Technology
39.5K
+ 9.34%
$68.14 - $82.13 $2.69M - $3.24M
462K $37.6M
ABT
Abbott Laboratories

Healthcare
36.3K
+ 53.48%
$123.95 - $138.08 $4.5M - $5.01M
104K $14.2M
REXR
Rexford Industrial Realty, Inc.

Real Estate
163K
+ 63.13%
$31.57 - $39.41 $5.16M - $6.44M
422K $15M
AVB
Avalonbay Communities Inc

Real Estate
26.9K
+ 35.55%
$187.23 - $215.61 $5.03M - $5.79M
102K $20.8M
AMP
Ameriprise Financial Inc

Financial Services
6.81K
+ 39.75%
$422.19 - $533.73 $2.87M - $3.63M
23.9K $12.8M
PGR
Progressive Corp

Financial Services
18K
+ 69.2%
$255.27 - $288.74 $4.59M - $5.2M
44K $11.7M
TT
Trane Technologies PLC

Industrials
6.32K
+ 57.29%
$315.21 - $437.41 $1.99M - $2.76M
17.3K $7.59M
VSH
Vishay Intertechnology Inc

Technology
246K
+ 11.34%
$10.57 - $15.97 $2.6M - $3.93M
2.41M $38.3M
NTAP
Net App, Inc.

Technology
26.6K
+ 50.85%
$76.1 - $106.55 $2.02M - $2.83M
78.8K $8.4M
TJX
Tjx Companies Inc

Consumer Cyclical
29.1K
+ 33.88%
$119.13 - $135.03 $3.47M - $3.93M
115K $14.2M
MSM
Msc Industrial Direct CO Inc

Industrials
15.7K
+ 4.98%
$70.15 - $85.48 $1.1M - $1.34M
331K $28.2M
ISRG
Intuitive Surgical Inc

Healthcare
3.67K
+ 11.98%
$451.58 - $565.94 $1.66M - $2.08M
34.3K $18.6M
ACN
Accenture PLC

Technology
14.9K
+ 19.37%
$279.23 - $323.21 $4.15M - $4.8M
91.5K $27.4M
Activity Summary
Buys All Purchases 143 New Holdings 34 Increased Positions 109 Sells All Sells 86 Reductions 86 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kempen Capital Management N.V. Portfolio

Follow Kempen Capital Management N.V. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kempen Capital Management N.V., based on Form 13F filings with the SEC.

News

Stay updated on Kempen Capital Management N.V. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email