# EDGAR Filing Document

**Accession Number:** 0001367401
**File Stem:** 0001367401-25-000015
**Filing Date:** 2025-8
**Character Count:** 108770
**Document Hash:** 0fcf342526ca7bd4d5f17fcca659619b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001367401-25-000015.hdr.sgml**: 20250829

**ACCESSION NUMBER**: 0001367401-25-000015

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250829

**EFFECTIVENESS DATE**: 20250829

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.
- **CENTRAL INDEX KEY:** 0001367401

**ORGANIZATION NAME:**
- **EIN:** 000000000

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15845
- **FILM NUMBER:** 251277191

**BUSINESS ADDRESS:**
- **STREET 1:** BEETHOVENSTRAAT 300
- **CITY:** AMSTERDAM
- **STATE:** P7
- **ZIP:** 1077 WZ
- **BUSINESS PHONE:** 0031203488700

**MAIL ADDRESS:**
- **STREET 1:** BEETHOVENSTRAAT 300
- **CITY:** AMSTERDAM
- **STATE:** P7
- **ZIP:** 1077 WZ

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** KEMPEN CAPITAL MANAGEMENT N.V.
- **DATE OF NAME CHANGE:** 20140211

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Kempen Capital Management N.V.
- **DATE OF NAME CHANGE:** 20060623

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001367401

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

**Address:** BEETHOVENSTRAAT 300, AMSTERDAM, P7 1077 WZ

**Telephone number:** 0031203488700

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-15845

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                               | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                                                                                                           | VOTE CATEGORY                |     SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| Abbott Laboratories                          | 002824100 | 04/25/2025     | Say on Pay - An Advisory Vote on the Approval of Executive Compensation                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  64023           |                0 | FOR         |                          64023           | FOR                         |  |
| Adobe Inc.                                   | 00724F101 | 04/22/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  19487           |                0 | AGAINST     |                          19487           | AGAINST                     |  |
| Akamai Technologies, Inc.                    | 00971T101 | 05/14/2025     | To approve, on an advisory basis, our named executive officer compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 209014           |                0 | FOR         |                         209014           | FOR                         |  |
| Alexandria Real Estate Equities, Inc.        | 015271109 | 05/13/2025     | To cast a non-binding, advisory vote on a resolution to approve the compensation of the Company's named executive officers, as more particularly described in the accompanying Proxy Statement.                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  65619           |                0 | AGAINST     |                          65619           | AGAINST                     |  |
| Amazon.com, Inc.                             | 023135106 | 05/21/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      1.33951e+06 |                0 | AGAINST     |                              1.33951e+06 | AGAINST                     |  |
| American Homes 4 Rent                        | 02665T306 | 05/07/2025     | Advisory Vote to Approve American Homes 4 Rent's Named Executive Officer Compensation.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 993777           |                0 | AGAINST     |                         993777           | AGAINST                     |  |
| American Tower Corporation                   | 03027X100 | 05/14/2025     | To approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  46579           |                0 | FOR         |                          46579           | FOR                         |  |
| American Water Works Company, Inc.           | 030420103 | 05/14/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  87075           |                0 | AGAINST     |                          87075           | AGAINST                     |  |
| Americold Realty Trust                       | 03064D108 | 05/20/2025     | Advisory Vote on Compensation of Named Executive Officers (Say-On-Pay).                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  57963           |                0 | FOR         |                          57963           | FOR                         |  |
| Amphenol Corporation                         | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 153556           |                0 | AGAINST     |                         153556           | AGAINST                     |  |
| Analog Devices, Inc.                         | 032654105 | 03/12/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 231674           |                0 | AGAINST     |                         231674           | AGAINST                     |  |
| Apple Inc.                                   | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 355324           |                0 | FOR         |                         355324           | FOR                         |  |
| Apple Hospitality REIT, Inc.                 | 03784Y200 | 05/19/2025     | Approval on an advisory basis of executive compensation paid by the Company.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |   6681           |                0 | AGAINST     |                           6681           | AGAINST                     |  |
| Applied Materials, Inc.                      | 038222105 | 03/06/2025     | Approval, on an advisory basis, of the compensation of Applied Materials' named executive officers for fiscal year 2024.                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 209503           |                0 | AGAINST     |                         209503           | AGAINST                     |  |
| Autoliv, Inc.                                | 052800109 | 05/08/2025     | Advisory Vote on Autoliv, Inc.'s 2024 Executive Compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 299913           |                0 | AGAINST     |                         299913           | AGAINST                     |  |
| AvalonBay Communities, Inc.                  | 053484101 | 05/21/2025     | To adopt a resolution approving, on a non-binding advisory basis, the compensation paid to the Company's Named Executive Officers, as disclosed pursuant to Item 402 of Regulation S-K, including the Compensation Discussion and Analysis, compensation tables and any related material disclosed in the proxy statement. | SECTION 14A SAY-ON-PAY VOTES |  38049           |                0 | FOR         |                          38049           | FOR                         |  |
| Avantor, Inc.                                | 05352A100 | 05/08/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      4.64243e+06 |                0 | FOR         |                              4.64243e+06 | FOR                         |  |
| Avista Corporation                           | 05379B107 | 05/08/2025     | Advisory (non-binding) vote on executive compensation.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 148382           |                0 | AGAINST     |                         148382           | AGAINST                     |  |
| Baker Hughes Company                         | 05722G100 | 05/20/2025     | An advisory vote related to the Company's executive compensation program                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 139837           |                0 | AGAINST     |                         139837           | AGAINST                     |  |
| Bank of America Corporation                  | 060505104 | 04/22/2025     | Approving our executive compensation (an advisory, non-binding Say on Pay resolution)                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 134649           |                0 | AGAINST     |                         134649           | AGAINST                     |  |
| BlackRock, Inc.                              | 09290D101 | 05/15/2025     | Approval, in a non-binding advisory vote, of the compensation for named executive officers.                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |  57739           |                0 | AGAINST     |                          57739           | AGAINST                     |  |
| Booking Holdings Inc.                        | 09857L108 | 06/03/2025     | Advisory vote to approve 2024 executive compensation.                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  70459           |                0 | AGAINST     |                          70459           | AGAINST                     |  |
| Broadstone Net Lease, Inc.                   | 11135E203 | 05/01/2025     | To approve, in a non-binding advisory vote, the compensation of the Company's named executive officers as described in the Company's 2025 proxy statement;                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 174128           |                0 | AGAINST     |                         174128           | AGAINST                     |  |
| Broadcom Inc.                                | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officer compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 280672           |                0 | AGAINST     |                         280672           | AGAINST                     |  |
| Brunswick Corporation                        | 117043109 | 05/07/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 560963           |                0 | FOR         |                         560963           | FOR                         |  |
| Builders FirstSource, Inc.                   | 12008R107 | 05/27/2025     | An advisory vote on the compensation of the named executive officers                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |   6063           |                0 | AGAINST     |                           6063           | AGAINST                     |  |
| CBRE Group, Inc.                             | 12504L109 | 05/21/2025     | Advisory vote to approve named executive officer compensation for 2024.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  87074           |                0 | AGAINST     |                          87074           | AGAINST                     |  |
| CME Group Inc.                               | 12572Q105 | 05/08/2025     | Advisory vote on the compensation of our named executive officers.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  96724           |                0 | AGAINST     |                          96724           | AGAINST                     |  |
| CMS Energy Corporation                       | 125896100 | 05/02/2025     | Approve, on an advisory basis, the Company's executive compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 102304           |                0 | AGAINST     |                         102304           | AGAINST                     |  |
| CSX Corporation                              | 126408103 | 05/07/2025     | Advisory (non-binding) resolution to approve compensation for the Company's named executive officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 138761           |                0 | AGAINST     |                         138761           | AGAINST                     |  |
| California Water Service Group               | 130788102 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  74305           |                0 | AGAINST     |                          74305           | AGAINST                     |  |
| Cardinal Health, Inc.                        | 14149Y108 | 11/06/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 240627           |                0 | FOR         |                         240627           | FOR                         |  |
| CarMax, Inc.                                 | 143130102 | 06/24/2025     | To approve, in an advisory (non-binding) vote, the compensation of our named executive officers.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1.26361e+06 |                0 | AGAINST     |                              1.26361e+06 | AGAINST                     |  |
| Caterpillar, Inc.                            | 149123101 | 06/11/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  36162           |                0 | FOR         |                          36162           | FOR                         |  |
| Cheniere Energy, Inc.                        | 16411R208 | 05/15/2025     | Approve, on an advisory and non-binding basis, the compensation of the Company's named executive officers for 2024.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 108098           |                0 | AGAINST     |                         108098           | AGAINST                     |  |
| Expand Energy Corporation                    | 165167735 | 06/05/2025     | To approve on an advisory basis our named executive officer compensation for 2024.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 160816           |                0 | AGAINST     |                         160816           | AGAINST                     |  |
| Chevron Corporation                          | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 145094           |                0 | AGAINST     |                         145094           | AGAINST                     |  |
| Cisco Systems, Inc.                          | 17275R102 | 12/09/2024     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      1.04996e+06 |                0 | FOR         |                              1.04996e+06 | FOR                         |  |
| Citigroup Inc.                               | 172967424 | 04/29/2025     | Advisory vote to approve our 2024 Executive Compensation.                                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      2.5348e+06  |                0 | AGAINST     |                              2.5348e+06  | AGAINST                     |  |
| The Coca-Cola Company                        | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 229635           |                0 | FOR         |                         229635           | FOR                         |  |
| Colgate-Palmolive Company                    | 194162103 | 05/09/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  68528           |                0 | FOR         |                          68528           | FOR                         |  |
| QuidelOrtho Corporation                      | 219798105 | 05/20/2025     | Approval of, on an advisory basis, the compensation of QuidelOrtho's named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 627384           |                0 | FOR         |                         627384           | FOR                         |  |
| Corpay, Inc.                                 | 219948106 | 06/11/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 419320           |                0 | AGAINST     |                         419320           | AGAINST                     |  |
| Costco Wholesale Corporation                 | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  19174           |                0 | FOR         |                          19174           | FOR                         |  |
| Cousins Properties Incorporated              | 222795502 | 04/29/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |    101           |                0 | AGAINST     |                            101           | AGAINST                     |  |
| CubeSmart                                    | 229663109 | 05/20/2025     | To cast an advisory vote to approve our executive compensation.                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  21537           |                0 | AGAINST     |                          21537           | AGAINST                     |  |
| DTE Energy Company                           | 233331107 | 05/08/2025     | Provide a nonbinding vote to approve the Company's executive compensation                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  43991           |                0 | AGAINST     |                          43991           | AGAINST                     |  |
| Danaher Corporation                          | 235851102 | 05/06/2025     | To approve on an advisory basis the Company's named executive officer compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 482469           |                0 | FOR         |                         482469           | FOR                         |  |
| Deere  Company                               | 244199105 | 02/26/2025     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  79731           |                0 | AGAINST     |                          79731           | AGAINST                     |  |
| DiamondRock Hospitality Company              | 252784301 | 04/29/2025     | To approve, on a non-binding, advisory basis, the compensation of the named executive officers, as disclosed in the proxy statement.                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 121664           |                0 | AGAINST     |                         121664           | AGAINST                     |  |
| Digital Realty Trust, Inc.                   | 253868103 | 06/06/2025     | To approve, on a non-binding, advisory basis, the compensation of the Company's named executive officers, as more fully described in the accompanying Proxy Statement (Say-on-Pay).                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  47836           |                0 | AGAINST     |                          47836           | AGAINST                     |  |
| The Walt Disney Company                      | 254687106 | 03/20/2025     | Consideration of an advisory vote to approve executive compensation.                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  81264           |                0 | FOR         |                          81264           | FOR                         |  |
| Dominion Energy, Inc.                        | 25746U109 | 05/07/2025     | Advisory Vote on Approval of Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 155488           |                0 | FOR         |                         155488           | FOR                         |  |
| Duke Energy Corporation                      | 26441C204 | 05/01/2025     | Advisory vote to approve Duke Energy's named executive officer compensation                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 103118           |                0 | FOR         |                         103118           | FOR                         |  |
| Ecolab Inc.                                  | 278865100 | 05/08/2025     | Approve, on an advisory basis, the compensation of our named executive officers disclosed in the Proxy Statement.                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |  34759           |                0 | FOR         |                          34759           | FOR                         |  |
| Edwards Lifesciences Corporation             | 28176E108 | 05/08/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 222288           |                0 | AGAINST     |                         222288           | AGAINST                     |  |
| Encompass Health Corporation                 | 29261A100 | 05/01/2025     | An advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 338199           |                0 | FOR         |                         338199           | FOR                         |  |
| Entergy Corporation                          | 29364G103 | 05/02/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  77000           |                0 | FOR         |                          77000           | FOR                         |  |
| Envista Holdings Corporation                 | 29415F104 | 06/10/2025     | To approve on an advisory basis Envista's named executive officer compensation.                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |      2.25246e+06 |                0 | FOR         |                              2.25246e+06 | FOR                         |  |
| Equinix, Inc.                                | 29444U700 | 05/21/2025     | Approval, by a non-binding advisory vote, of the compensation of our named executive officers                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  16584           |                0 | FOR         |                          16584           | FOR                         |  |
| Evergy, Inc.                                 | 30034W106 | 05/06/2025     | Approve the 2024 compensation of our named executive officers on an advisory non-binding basis.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  62754           |                0 | AGAINST     |                          62754           | AGAINST                     |  |
| Evergy, Inc.                                 | 30034W106 | 05/06/2025     | To recommend, on a non-binding advisory basis, the frequency of the advisory vote on executive compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  62754           |                0 | ONE YEAR    |                          62754           | FOR                         |  |
| Extra Space Storage Inc.                     | 30225T102 | 05/21/2025     | Advisory vote to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  67963           |                0 | AGAINST     |                          67963           | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 570359           |                0 | AGAINST     |                         570359           | AGAINST                     |  |
| Meta Platforms, Inc.                         | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years.                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 570359           |                0 | ONE YEAR    |                         570359           | AGAINST                     |  |
| Federal Realty Investment Trust              | 313745101 | 05/07/2025     | To approve, on a non-binding, advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  69599           |                0 | AGAINST     |                          69599           | AGAINST                     |  |
| Ferguson Enterprises Inc.                    | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the fiscal 2024 compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 229740           |                0 | FOR         |                         229740           | FOR                         |  |
| Ferguson Enterprises Inc.                    | 31488V107 | 12/05/2024     | To approve, on an advisory basis, the frequency of future shareholder advisory votes to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 229740           |                0 | ONE YEAR    |                         229740           | FOR                         |  |
| Fidelity National Information Services, Inc. | 31620M106 | 06/12/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 480077           |                0 | AGAINST     |                         480077           | AGAINST                     |  |
| First Solar, Inc.                            | 336433107 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers                                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES | 123558           |                0 | AGAINST     |                         123558           | AGAINST                     |  |
| FirstEnergy Corp.                            | 337932107 | 05/21/2025     | Approve, on an Advisory Basis, Named Executive Officer Compensation                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 185023           |                0 | FOR         |                         185023           | FOR                         |  |
| GMS Inc.                                     | 36251C103 | 10/23/2024     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 351676           |                0 | ABSTAIN     |                         351676           | AGAINST                     |  |
| Gentex Corporation                           | 371901109 | 05/15/2025     | To approve, on an advisory basis, compensation of the Company's named executive officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      1.21613e+06 |                0 | AGAINST     |                              1.21613e+06 | AGAINST                     |  |
| Gilead Sciences, Inc.                        | 375558103 | 05/07/2025     | To approve, on an advisory basis, the compensation of our Named Executive Officers as presented in the Proxy Statement.                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 311802           |                0 | FOR         |                         311802           | FOR                         |  |
| Gulfport Energy Corporation                  | 402635502 | 05/21/2025     | To approve, on an advisory, non-binding basis, the compensation paid to the Company's named executive officers as described in this proxy statement (the Say-On-Pay Proposal or Proposal 3).                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |   5735           |                0 | FOR         |                           5735           | FOR                         |  |
| Healthpeak Properties, Inc.                  | 42250P103 | 04/24/2025     | Approval of 2024 executive compensation on an advisory basis.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      1.05708e+06 |                0 | AGAINST     |                              1.05708e+06 | AGAINST                     |  |
| Healthpeak Properties, Inc.                  | 42250P103 | 04/24/2025     | Approval of 2024 executive compensation on an advisory basis.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      1.83158e+06 |                0 | FOR         |                              1.83158e+06 | FOR                         |  |
| Highwoods Properties, Inc.                   | 431284108 | 05/13/2025     | Advisory vote on executive compensation.                                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 152423           |                0 | AGAINST     |                         152423           | AGAINST                     |  |
| The Home Depot, Inc.                         | 437076102 | 05/22/2025     | Advisory vote to approve executive compensation (say-on-pay)                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  66200           |                0 | FOR         |                          66200           | FOR                         |  |
| Host Hotels  Resorts, Inc.                   | 44107P104 | 05/14/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 234553           |                0 | FOR         |                         234553           | FOR                         |  |
| Huntington Bancshares Incorporated           | 446150104 | 04/16/2025     | An advisory resolution to approve, on a non-binding basis, the compensation of executives as disclosed in the accompanying proxy statement.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |      2.96071e+06 |                0 | FOR         |                              2.96071e+06 | FOR                         |  |
| IDEX Corporation                             | 45167R104 | 05/08/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  44524           |                0 | AGAINST     |                          44524           | AGAINST                     |  |
| Intercontinental Exchange, Inc.              | 45866F104 | 05/16/2025     | To approve, by non-binding vote, the advisory resolution on executive compensation for named executive officers.                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  68956           |                0 | FOR         |                          68956           | FOR                         |  |
| Intuitive Surgical, Inc.                     | 46120E602 | 05/01/2025     | To approve, by advisory vote, the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  23195           |                0 | FOR         |                          23195           | FOR                         |  |
| InvenTrust Properties Corp.                  | 46124J201 | 05/06/2025     | A proposal to approve, on a non-binding advisory basis, a resolution approving the compensation of our named executive officers (say-on-pay) as described in our proxy materials.                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 108089           |                0 | AGAINST     |                         108089           | AGAINST                     |  |
| Invitation Homes Inc.                        | 46187W107 | 05/15/2025     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 263348           |                0 | AGAINST     |                         263348           | AGAINST                     |  |
| Invitation Homes Inc.                        | 46187W107 | 05/15/2025     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 809878           |                0 | FOR         |                         809878           | FOR                         |  |
| Invitation Homes Inc.                        | 46187W107 | 05/15/2025     | To determine, in a non-binding advisory vote, the frequency of stockholder votes to approve executive compensation.                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |      1.07323e+06 |                0 | ONE YEAR    |                              1.07323e+06 | FOR                         |  |
| IQVIA Holdings Inc.                          | 46266C105 | 04/24/2025     | Approve an advisory (non-binding) resolution to approve IQVIA'S executive compensation (say-on-pay).                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  77129           |                0 | AGAINST     |                          77129           | AGAINST                     |  |
| Iron Mountain Incorporated                   | 46284V101 | 05/29/2025     | The approval of a non-binding, advisory resolution approving the compensation of our named executive officers as described in the Iron Mountain Incorporated Proxy Statement.                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  32391           |                0 | FOR         |                          32391           | FOR                         |  |
| JPMorgan Chase  Co.                          | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES | 219550           |                0 | FOR         |                         219550           | FOR                         |  |
| Jabil Inc.                                   | 466313103 | 01/23/2025     | Approve (on an advisory basis) Jabil's executive compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 516448           |                0 | FOR         |                         516448           | FOR                         |  |
| Johnson  Johnson                             | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 779800           |                0 | FOR         |                         779800           | FOR                         |  |
| Kenvue Inc.                                  | 49177J102 | 05/22/2025     | Approve, on a non-binding advisory basis, the compensation of Kenvue Inc.'s named executive officers.                                                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |      1.2772e+06  |                0 | FOR         |                              1.2772e+06  | FOR                         |  |
| Kilroy Realty Corporation                    | 49427F108 | 05/20/2025     | Approval, on an advisory basis, of the compensation of the Company's named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |   5952           |                0 | AGAINST     |                           5952           | AGAINST                     |  |
| Kinder Morgan, Inc.                          | 49456B101 | 05/15/2025     | Approval, on an advisory basis, of the compensation of our named executive officers, as disclosed in the Proxy Statement                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 817199           |                0 | AGAINST     |                         817199           | AGAINST                     |  |
| The Estee Lauder Companies Inc.              | 518439104 | 11/08/2024     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 246515           |                0 | AGAINST     |                         246515           | AGAINST                     |  |
| LXP Industrial Trust                         | 529043101 | 05/27/2025     | To consider and vote upon an advisory, non-binding resolution to approve the compensation of the named executive officers, as disclosed in the accompanying proxy statement;                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  13119           |                0 | AGAINST     |                          13119           | AGAINST                     |  |
| Eli Lilly and Company                        | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to the company's named executive officers.                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  49188           |                0 | AGAINST     |                          49188           | AGAINST                     |  |
| Littelfuse, Inc.                             | 537008104 | 04/24/2025     | Approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 530729           |                0 | AGAINST     |                         530729           | AGAINST                     |  |
| Lumentum Holdings Inc.                       | 55024U109 | 11/20/2024     | To approve, on a non-binding advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 939027           |                0 | FOR         |                         939027           | FOR                         |  |
| MSA Safety Incorporated                      | 553498106 | 05/13/2025     | To provide an advisory vote to approve the executive compensation of the Company's named executive officers.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  34141           |                0 | AGAINST     |                          34141           | AGAINST                     |  |
| MSC Industrial Direct Co., Inc.              | 553530106 | 01/22/2025     | Advisory Vote to Approve Named Executive Officer Compensation<br>To approve, on an advisory basis, the compensation of MSC's named executive officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 261772           |                0 | AGAINST     |                         261772           | AGAINST                     |  |
| Markel Group Inc.                            | 570535104 | 05/21/2025     | Advisory vote on approval of executive compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 125045           |                0 | FOR         |                         125045           | FOR                         |  |
| Marsh  McLennan Companies, Inc.              | 571748102 | 05/15/2025     | Advisory (Nonbinding) Vote to Approve Named Executive Officer Compensation                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 182250           |                0 | FOR         |                         182250           | FOR                         |  |
| Mastercard Incorporated                      | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  59325           |                0 | FOR         |                          59325           | FOR                         |  |
| McDonald's Corporation                       | 580135101 | 05/20/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  43719           |                0 | FOR         |                          43719           | FOR                         |  |
| Merck  Co., Inc.                             | 58933Y105 | 05/27/2025     | Non-binding advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 484903           |                0 | FOR         |                         484903           | FOR                         |  |
| Microsoft Corporation                        | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation (say-on-pay vote)                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 919964           |                0 | FOR         |                         919964           | FOR                         |  |
| Mohawk Industries, Inc.                      | 608190104 | 05/22/2025     | Advisory vote to approve executive compensation, as disclosed in the Company's Proxy Statement for the 2025 Annual Meeting of Stockholders.                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 146785           |                0 | AGAINST     |                         146785           | AGAINST                     |  |
| Mueller Water Products, Inc.                 | 624758108 | 02/06/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers.                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |      1.77273e+06 |                0 | FOR         |                              1.77273e+06 | FOR                         |  |
| Netflix, Inc.                                | 64110L106 | 06/05/2025     | Advisory approval of named executive officer compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  14517           |                0 | AGAINST     |                          14517           | AGAINST                     |  |
| Nexstar Media Group, Inc.                    | 65336K103 | 06/17/2025     | To conduct an advisory vote on the compensation of our Named Executive Officers.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 160480           |                0 | FOR         |                         160480           | FOR                         |  |
| NextEra Energy, Inc.                         | 65339F101 | 05/22/2025     | Approval, by non-binding advisory vote, of NextEra Energy's compensation of its named executive officers as disclosed in the proxy statement.                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 447926           |                0 | AGAINST     |                         447926           | AGAINST                     |  |
| NIKE, Inc.                                   | 654106103 | 09/10/2024     | To approve executive compensation by an advisory vote.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 418958           |                0 | AGAINST     |                         418958           | AGAINST                     |  |
| NorthWestern Energy Group, Inc.              | 668074305 | 04/30/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 106494           |                0 | AGAINST     |                         106494           | AGAINST                     |  |
| Nucor Corporation                            | 670346105 | 05/08/2025     | Approval, on an advisory basis, of Nucor's named executive officer compensation in 2024                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  70054           |                0 | FOR         |                          70054           | FOR                         |  |
| NVIDIA Corporation                           | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |      1.15411e+06 |                0 | AGAINST     |                              1.15411e+06 | AGAINST                     |  |
| Omnicom Group Inc.                           | 681919106 | 05/06/2025     | Advisory resolution to approve executive compensation.                                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 171752           |                0 | AGAINST     |                         171752           | AGAINST                     |  |
| Otis Worldwide Corporation                   | 68902V107 | 05/15/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |  98702           |                0 | AGAINST     |                          98702           | AGAINST                     |  |
| PG Corporation                               | 69331C108 | 05/22/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 476707           |                0 | FOR         |                         476707           | FOR                         |  |
| TXNM Energy, Inc.                            | 69349H107 | 05/13/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 123298           |                0 | AGAINST     |                         123298           | AGAINST                     |  |
| PPL Corporation                              | 69351T106 | 05/16/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 440946           |                0 | AGAINST     |                         440946           | AGAINST                     |  |
| PTC Inc.                                     | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 468700           |                0 | AGAINST     |                         468700           | AGAINST                     |  |
| PTC Inc.                                     | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 110166           |                0 | FOR         |                         110166           | FOR                         |  |
| PepsiCo, Inc.                                | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES | 199396           |                0 | AGAINST     |                         199396           | AGAINST                     |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | The Company's proposal to approve, on an advisory basis, the Company's named executive officer compensation.                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 115977           |                0 | FOR         |                         115977           | NONE                        |  |
| Phillips 66                                  | 718546104 | 05/21/2025     | The Company's proposal to approve, on an advisory basis, the frequency of future shareholder advisory votes to approve executive compensation.                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 115977           |                0 | ONE YEAR    |                         115977           | NONE                        |  |
| Pinnacle Financial Partners, Inc.            | 72346Q104 | 04/15/2025     | To approve, on a non-binding, advisory basis, the Company's named executive officer's compensation as disclosed in the proxy statement for the Annual Meeting.                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 422399           |                0 | FOR         |                         422399           | FOR                         |  |
| Portland General Electric Company            | 736508847 | 04/18/2025     | To approve, by a non- binding vote, the compensation of the Company's named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 133400           |                0 | FOR         |                         133400           | FOR                         |  |
| The Procter  Gamble Company                  | 742718109 | 10/08/2024     | Advisory Vote to Approve the Company's Executive Compensation (the Say on Pay vote)                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 120451           |                0 | AGAINST     |                         120451           | AGAINST                     |  |
| The Progressive Corporation                  | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program;                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  25753           |                0 | FOR         |                          25753           | FOR                         |  |
| Prologis, Inc.                               | 74340W103 | 05/08/2025     | Advisory Vote to Approve the Company's Executive Compensation for 2024.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  79545           |                0 | FOR         |                          79545           | FOR                         |  |
| Prudential Financial, Inc.                   | 744320102 | 05/13/2025     | Advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES | 245730           |                0 | FOR         |                         245730           | FOR                         |  |
| Public Service Enterprise Group Incorporated | 744573106 | 04/22/2025     | Advisory Vote on the Approval of Executive Compensation.                                                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 310559           |                0 | FOR         |                         310559           | FOR                         |  |
| Public Storage                               | 74460D109 | 05/07/2025     | Advisory vote to approve the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  27520           |                0 | AGAINST     |                          27520           | AGAINST                     |  |
| Quest Diagnostics Incorporated               | 74834L100 | 05/15/2025     | An advisory resolution to approve the executive officer compensation disclosed in the Company's 2025 proxy statement                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 346900           |                0 | FOR         |                         346900           | FOR                         |  |
| Realty Income Corporation                    | 756109104 | 05/13/2025     | A non-binding advisory proposal to approve the compensation of our named executive officers as described in the Proxy Statement.                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 137749           |                0 | FOR         |                         137749           | FOR                         |  |
| Regency Centers Corporation                  | 758849103 | 05/07/2025     | Approval, in an advisory vote, of the Company's executive compensation.                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |  28246           |                0 | AGAINST     |                          28246           | AGAINST                     |  |
| Rexford Industrial Realty, Inc.              | 76169C100 | 06/03/2025     | The advisory resolution to approve the Company's named executive officer compensation for the fiscal year ended December 31, 2024, as described in the Rexford Industrial Realty, Inc. Proxy Statement.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 131418           |                0 | AGAINST     |                         131418           | AGAINST                     |  |
| S Global Inc.                                | 78409V104 | 05/07/2025     | Approve, on an advisory basis, the executive compensation program for the Company's named executive officers, as described in the Proxy Statement;                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |  81717           |                0 | AGAINST     |                          81717           | AGAINST                     |  |
| Sabra Health Care REIT, Inc.                 | 78573L106 | 06/12/2025     | Approval, on an advisory basis, of the compensation of Sabra's named executive officers.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 189378           |                0 | FOR         |                         189378           | FOR                         |  |
| Salesforce, Inc.                             | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |  59473           |                0 | AGAINST     |                          59473           | AGAINST                     |  |
| Henry Schein, Inc.                           | 806407102 | 05/22/2025     | Proposal to approve, by non-binding vote, the 2024 compensation paid to the Company's Named Executive Officers.                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 540821           |                0 | FOR         |                         540821           | FOR                         |  |
| ServiceNow, Inc.                             | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officer compensation.                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |   9550           |                0 | AGAINST     |                           9550           | AGAINST                     |  |
| The Sherwin-Williams Company                 | 824348106 | 04/16/2025     | Advisory approval of the compensation of the named executive officers.                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |  22635           |                0 | AGAINST     |                          22635           | AGAINST                     |  |
| Simon Property Group, Inc.                   | 828806109 | 05/14/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  34260           |                0 | AGAINST     |                          34260           | AGAINST                     |  |
| Sleep Number Corporation                     | 83125X103 | 05/28/2025     | Advisory Vote to Approve Executive Compensation (Say on Pay)                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES | 306044           |                0 | AGAINST     |                         306044           | AGAINST                     |  |
| STAG Industrial, Inc.                        | 85254J102 | 04/28/2025     | The approval, by non-binding vote, of executive compensation.                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES | 203777           |                0 | FOR         |                         203777           | FOR                         |  |
| Strategic Education, Inc.                    | 86272C103 | 04/23/2025     | To approve, on an advisory basis, the compensation of the named executive officers.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 428023           |                0 | FOR         |                         428023           | FOR                         |  |
| Sun Communities, Inc.                        | 866674104 | 05/13/2025     | To approve, by a non-binding advisory vote, executive compensation.                                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |  51793           |                0 | AGAINST     |                          51793           | AGAINST                     |  |
| Sysco Corporation                            | 871829107 | 11/15/2024     | To approve, by advisory vote, the compensation paid to Sysco's named executive officers, as disclosed in Sysco's 2024 proxy statement.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 447119           |                0 | FOR         |                         447119           | FOR                         |  |
| The TJX Companies, Inc.                      | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 121754           |                0 | FOR         |                         121754           | FOR                         |  |
| Targa Resources Corp.                        | 87612G101 | 05/20/2025     | To approve, on an advisory basis, the compensation of the Company's named executive officers for the fiscal year ended December 31, 2024.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  37894           |                0 | AGAINST     |                          37894           | AGAINST                     |  |
| Tennant Company                              | 880345103 | 04/29/2025     | Advisory approval of executive compensation.                                                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  88808           |                0 | FOR         |                          88808           | FOR                         |  |
| Texas Instruments Incorporated               | 882508104 | 04/17/2025     | Board proposal regarding advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES | 146882           |                0 | AGAINST     |                         146882           | AGAINST                     |  |
| Thermo Fisher Scientific Inc.                | 883556102 | 05/21/2025     | An advisory vote to approve named executive officer compensation.                                                                                                                                                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES | 288295           |                0 | AGAINST     |                         288295           | AGAINST                     |  |
| Thermon Group Holdings, Inc.                 | 88362T103 | 07/31/2024     | To approve, on a non-binding advisory basis, the compensation of the Company's executive officers as described in the Proxy Statement.                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.67884e+06 |                0 | FOR         |                              1.67884e+06 | FOR                         |  |
| Thermon Group Holdings, Inc.                 | 88362T103 | 07/31/2024     | To recommend, on a non-binding advisory basis, the frequency of future stockholder advisory votes on the compensation of our Named Executive Officers.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.67884e+06 |                0 | ONE YEAR    |                              1.67884e+06 | FOR                         |  |
| Tidewater Inc.                               | 88642R109 | 06/05/2025     | Say on Pay Vote - An advisory vote to approve executive compensation as disclosed in the proxy statement.                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |   8468           |                0 | AGAINST     |                           8468           | AGAINST                     |  |
| Union Pacific Corporation                    | 907818108 | 05/08/2025     | Approve, by non-binding vote, the compensation of the Company's Named Executive Officers (Say on Pay).                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 151301           |                0 | FOR         |                         151301           | FOR                         |  |
| UnitedHealth Group Incorporated              | 91324P102 | 06/02/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  59259           |                0 | AGAINST     |                          59259           | AGAINST                     |  |
| Ventas, Inc.                                 | 92276F100 | 05/13/2025     | Approval, on an advisory basis, of the compensation of named executive officers of Ventas, Inc.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 148370           |                0 | AGAINST     |                         148370           | AGAINST                     |  |
| VICI Properties Inc.                         | 925652109 | 04/29/2025     | To approve (on a non-binding, advisory basis) the compensation of our named executive officers.                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 320601           |                0 | AGAINST     |                         320601           | AGAINST                     |  |
| Visa Inc.                                    | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES | 286389           |                0 | AGAINST     |                         286389           | AGAINST                     |  |
| Vishay Intertechnology, Inc.                 | 928298108 | 05/20/2025     | The advisory approval of the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |      1.65972e+06 |                0 | FOR         |                              1.65972e+06 | FOR                         |  |
| Vishay Intertechnology, Inc.                 | 928298108 | 05/20/2025     | Frequency of advisory vote on the compensation of the Company's Named Executive Officers.                                                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |      1.65972e+06 |                0 | ONE YEAR    |                              1.65972e+06 | FOR                         |  |
| Warner Bros. Discovery, Inc.                 | 934423104 | 06/02/2025     | To vote on an advisory resolution to approve the 2024 compensation of Warner Bros. Discovery, Inc.'s named executive officers, commonly referred to as a Say-on-Pay vote.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |  37557           |                0 | AGAINST     |                          37557           | AGAINST                     |  |
| Waste Management, Inc.                       | 94106L109 | 05/13/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |  51189           |                0 | FOR         |                          51189           | FOR                         |  |
| Wells Fargo  Company                         | 949746101 | 04/29/2025     | Advisory vote to approve executive compensation (Say on Pay).                                                                                                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |  85102           |                0 | AGAINST     |                          85102           | AGAINST                     |  |
| Welltower Inc.                               | 95040Q104 | 05/22/2025     | The approval, on an advisory basis, of the compensation of the named executive officers.                                                                                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |  58817           |                0 | FOR         |                          58817           | FOR                         |  |
| The Williams Companies, Inc.                 | 969457100 | 04/29/2025     | Approve, on an advisory basis, the compensation of our named executive officers.                                                                                                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 380416           |                0 | AGAINST     |                         380416           | AGAINST                     |  |
| Wintrust Financial Corporation               | 97650W108 | 05/22/2025     | Proposal to approve, on an advisory (non-binding) basis, the Company's executive compensation as described in the 2025 Proxy Statement.                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES | 436014           |                0 | FOR         |                         436014           | FOR                         |  |
| Xylem Inc.                                   | 98419M100 | 05/13/2025     | Advisory vote to approve the compensation of our named executive officers.                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |  57223           |                0 | FOR         |                          57223           | FOR                         |  |
| Yum China Holdings, Inc.                     | 98850P109 | 05/23/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES | 263662           |                0 | AGAINST     |                         263662           | AGAINST                     |  |
| Zoetis Inc.                                  | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES | 118379           |                0 | FOR         |                         118379           | FOR                         |  |
| Accenture plc                                | G1151C101 | 02/06/2025     | To approve, in a non-binding vote, the compensation of our named executive officers.                                                                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |  37110           |                0 | AGAINST     |                          37110           | AGAINST                     |  |
| Linde Plc                                    | G54950103 | 07/30/2024     | To approve, on an advisory and non-binding basis, the compensation of Linde plc's Named Executive Officers, as disclosed in the 2024 Proxy statement.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |  40247           |                0 | AGAINST     |                          40247           | AGAINST                     |  |
| Luxfer Holdings Plc                          | G5698W116 | 06/05/2025     | To approve, by non-binding advisory vote, the compensation of the Company's Named Executive Officers for the year ended December 31, 2024.                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      1.04739e+06 |                0 | FOR         |                              1.04739e+06 | FOR                         |  |
| Luxfer Holdings Plc                          | G5698W116 | 06/05/2025     | To approve, by non-binding advisory vote, the frequency of Say-on-Pay votes.                                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |      1.04739e+06 |                0 | ONE YEAR    |                              1.04739e+06 | FOR                         |  |
| Medtronic Plc                                | G5960L103 | 10/17/2024     | Approving, on an advisory basis, the Company's executive compensation;                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      1.3256e+06  |                0 | FOR         |                              1.3256e+06  | FOR                         |  |
| Noble Corporation plc                        | G65431127 | 05/08/2025     | Approval by Advisory Vote of the Company's Executive Compensation.                                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES | 910467           |                0 | AGAINST     |                         910467           | AGAINST                     |  |
| RenaissanceRe Holdings Ltd.                  | G7496G103 | 05/06/2025     | To approve, by a non-binding advisory vote, the compensation of the named executive officers of RenaissanceRe Holdings Ltd. as disclosed in the proxy statement.                                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES | 189444           |                0 | AGAINST     |                         189444           | AGAINST                     |  |
| Tronox Holdings plc                          | G9087Q102 | 05/07/2025     | A non-binding advisory vote to approve executive compensation.                                                                                                                                                                                                                                                             | SECTION 14A SAY-ON-PAY VOTES |      2.20043e+06 |                0 | FOR         |                              2.20043e+06 | FOR                         |  |
| Tronox Holdings plc                          | G9087Q102 | 05/07/2025     | To approve, on a non-binding advisory basis, the frequency of the Say on Pay vote.                                                                                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |      2.20043e+06 |                0 | ONE YEAR    |                              2.20043e+06 | FOR                         |  |
| Valaris Limited                              | G9460G101 | 06/12/2025     | To approve on a non-binding advisory basis the compensation of our named executive officers.                                                                                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |  23775           |                0 | AGAINST     |                          23775           | AGAINST                     |  |
| Chubb Limited                                | H1467J104 | 05/15/2025     | Advisory vote to approve executive compensation under U.S. securities law requirements                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES | 329999           |                0 | AGAINST     |                         329999           | AGAINST                     |  |
| CNH Industrial N.V.                          | N20944109 | 05/12/2025     | Approval of executive compensation (Say on Pay) (advisory voting item)                                                                                                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |      2.78332e+06 |                0 | AGAINST     |                              2.78332e+06 | AGAINST                     |  |
| LyondellBasell Industries N.V.               | N53745100 | 05/23/2025     | Advisory Vote Approving Executive Compensation (Say-on-Pay)                                                                                                                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES | 471123           |                0 | FOR         |                         471123           | FOR                         |  |
| NXP Semiconductors N.V.                      | N6596X109 | 06/11/2025     | Non-binding, advisory vote to approve Named Executive Officer compensation                                                                                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |      1.548e+06   |                0 | AGAINST     |                              1.548e+06   | AGAINST                     |  |

## N-PX: Signature Block

**Reporting Person:** VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.

**By (Signature):** E.J.G. Jansen

**By (Printed Signature):** E.J.G. Jansen

**By (Title):** Managing Director

**Date:** 08/29/2025