Kempen Capital Management N.V. Incresed Positions in Q1 2025

Kempen Capital Management N.V.

  • $9.17 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NXPI
Nxp Semiconductors N.V.

Technology
534K
+ 44.69%
$189.99 - $245.86 $102M - $131M
1.73M $329M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
100K
+ 33.79%
$442.66 - $534.52 $44.4M - $53.6M
397K $212M
MKL
Markel Corp

Financial Services
24.5K
+ 20.14%
$1660.14 - $2059.83 $40.7M - $50.4M
146K $273M
ADI
Analog Devices Inc

Technology
259K
+ 92.97%
$201.56 - $243.82 $52.1M - $63.1M
537K $108M
MDT
Medtronic PLC

Healthcare
228K
+ 12.18%
$79.84 - $94.5 $18.2M - $21.6M
2.1M $189M
C
Citigroup Inc

Financial Services
445K
+ 18.11%
$67.23 - $84.63 $29.9M - $37.7M
2.91M $206M
AAPL
Apple Inc.

Technology
177K
+ 42.17%
$209.68 - $247.1 $37.2M - $43.8M
598K $133M
CB
Chubb LTD

Financial Services
51.3K
+ 11.12%
$257.71 - $301.99 $13.2M - $15.5M
512K $155M
PTC
Ptc Inc.

Technology
304K
+ 43.18%
$153.3 - $193.48 $46.6M - $58.8M
1.01M $156M
JPM
Jpmorgan Chase & CO

Financial Services
85.4K
+ 47.32%
$225.19 - $279.95 $19.2M - $23.9M
266K $65.2M
META
Meta Platforms, Inc.

Communication Services
46K
+ 7.56%
$576.36 - $736.67 $26.5M - $33.9M
655K $378M
LFUS
Littelfuse Inc

Technology
176K
+ 39.88%
$196.74 - $255.16 $34.7M - $45M
618K $122M
O
Realty Income Corp

Real Estate
298K
+ 922.51%
$51.67 - $58.49 $15.4M - $17.4M
330K $19.2M
DE
Deere & CO

Industrials
25.6K
+ 32.09%
$408.57 - $509.27 $10.5M - $13M
105K $49.4M
UNH
Unitedhealth Group Inc

Healthcare
26.1K
+ 54.75%
$461.52 - $548.18 $12M - $14.3M
73.7K $38.6M
NEE
Nextera Energy Inc

Utilities
132K
+ 41.66%
$66.96 - $76.16 $8.82M - $10M
448K $31.8M
TXN
Texas Instruments Inc

Technology
44.9K
+ 30.2%
N/A
194K $37.7M
DLR
Digital Realty Trust, Inc.

Real Estate
61.9K
+ 242.89%
$142.1 - $183.56 $8.79M - $11.4M
87.4K $12.5M
WELL
Welltower Inc.

Real Estate
28.7K
+ 32.18%
$124.05 - $156.86 $3.56M - $4.5M
118K $18M
AVB
Avalonbay Communities Inc

Real Estate
32.5K
+ 75.51%
$207.86 - $228.08 $6.76M - $7.42M
75.6K $16.2M
CVX
Chevron Corp

Energy
23.9K
+ 19.72%
$146.71 - $167.97 $3.51M - $4.01M
145K $24.3M
NXST
Nexstar Media Group, Inc.

Communication Services
8.64K
+ 4.19%
$146.34 - $182.75 $1.26M - $1.58M
215K $38.5M
WMB
Williams Companies, Inc.

Energy
46.2K
+ 10.16%
$54.02 - $61.09 $2.5M - $2.82M
501K $30M
RNR
Renaissancere Holdings LTD

Financial Services
27K
+ 12.34%
$226.55 - $263.22 $6.12M - $7.11M
246K $59M
MSM
Msc Industrial Direct CO Inc

Industrials
43K
+ 15.78%
$74.45 - $83.08 $3.2M - $3.58M
316K $24.5M
CME
Cme Group Inc.

Financial Services
91
+ 0.09%
$225.82 - $266.54 $20.5K - $24.3K
98.3K $26.1M
ORCL
Oracle Corp

Technology
46.1K
+ 37.52%
$139.81 - $186.47 $6.45M - $8.6M
169K $23.6M
SPG
Simon Property Group Inc

Real Estate
21.3K
+ 26.46%
$159.48 - $187.78 $3.39M - $4M
102K $16.9M
ISRG
Intuitive Surgical Inc

Healthcare
6.7K
+ 28.0%
$476.63 - $610.45 $3.19M - $4.09M
30.6K $15.2M
MA
Mastercard Inc

Financial Services
666
+ 0.64%
$504.67 - $576.31 $336K - $384K
104K $57M
CSCO
Cisco Systems, Inc.

Technology
5.63K
+ 0.64%
$58.74 - $64.87 $331K - $365K
881K $54.3M
NTR
Nutrien Ltd.

Basic Materials
7.05K
+ 1.59%
$45.28 - $53.84 $319K - $379K
450K $22.4M
TRGP
Targa Resources Corp.

Energy
8.28K
+ 27.98%
$178.44 - $217.22 $1.48M - $1.8M
37.9K $7.6M
AMT
American Tower Corp

Real Estate
3.44K
+ 7.96%
$173.46 - $217.6 $596K - $748K
46.6K $10.1M
SYY
Sysco Corp

Consumer Defensive
37.9K
+ 8.48%
$70.0 - $77.13 $2.65M - $2.92M
485K $36.4M
SBRA
Sabra Health Care Reit, Inc.

Real Estate
121K
+ 46.57%
$15.88 - $17.78 $1.92M - $2.15M
381K $6.66M
TGS
Gas Transporter Of The South Inc

Energy
81.6K
+ 241.57%
$23.85 - $33.25 $1.95M - $2.71M
115K $3.05M
PPL
Ppl Corp

Utilities
12.1K
+ 2.75%
$31.68 - $36.11 $384K - $437K
453K $16.4M
WM
Waste Management Inc

Industrials
1.34K
+ 2.67%
$200.54 - $233.78 $268K - $313K
51.4K $11.9M
ABT
Abbott Laboratories

Healthcare
1.77K
+ 2.67%
$111.1 - $140.22 $196K - $248K
67.8K $9M
ABBV
Abb Vie Inc.

Healthcare
1.65K
+ 4.53%
$169.2 - $216.66 $280K - $358K
38.1K $7.99M
CL
Colgate Palmolive CO

Consumer Defensive
10.2K
+ 7.94%
$85.68 - $97.5 $877K - $998K
139K $13M
MCD
Mcdonalds Corp

Consumer Cyclical
1.14K
+ 2.67%
$279.74 - $321.29 $318K - $365K
43.7K $13.7M
PGR
Progressive Corp

Financial Services
676
+ 2.67%
$235.61 - $291.22 $159K - $197K
26K $7.36M
AVGO
Broadcom Inc.

Technology
96.1K
+ 41.04%
$167.43 - $244.7 $16.1M - $23.5M
330K $55.3M
D
Dominion Energy, Inc

Utilities
11.5K
+ 7.97%
$52.85 - $57.43 $606K - $659K
155K $8.72M
BMY
Bristol Myers Squibb CO

Healthcare
9.58K
+ 12.2%
$53.9 - $63.11 $516K - $605K
88.1K $5.37M
NWE
Northwestern Corp

Utilities
7.86K
+ 7.97%
$51.11 - $57.87 $402K - $455K
106K $6.16M
ELV
Elevance Health, Inc.

Healthcare
402
+ 3.8%
$365.9 - $436.25 $147K - $175K
11K $4.78M
Activity Summary
Buys All Purchases 120 New Holdings 23 Increased Positions 97 Sells All Sells 105 Reductions 105 Sold out 0 Options Calls 0 Puts 0
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