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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $12.0B AUM 689 positions Filed Apr 24, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 100 New 425 Added 84 Reduced 20 Exited
Page 15 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RPRX ROYALTY PHARMA PLC Healthcare 120,803.0 $5.8M 0.05% +4K +3.3% $47.97 +17.2%
282 LPLA LPL FINL HLDGS INC Financial Services 19,251.0 $5.8M 0.05% +1K +6.6% $300.83 -10.7%
283 ESS ESSEX PPTY TR INC Real Estate 23,693.0 $5.7M 0.05% +860.0 +3.8% $242.00 +22.0%
284 VRSK VERISK ANALYTICS INC Industrials 30,174.0 $5.7M 0.05% +1K +3.9% $189.75 -4.0%
285 RJF RAYMOND JAMES FINL INC Financial Services 39,423.0 $5.7M 0.05% +2K +5.9% $144.79 +3.6%
286 DD DUPONT DE NEMOURS INC Basic Materials 123,062.0 $5.6M 0.05% +8K +6.7% $45.80 +199.6%
287 WAT WATERS CORP Healthcare 18,883.0 $5.6M 0.05% +8K +67.1% $297.80 +25.7%
288 CCL CARNIVAL CORP Consumer Cyclical 213,895.0 $5.5M 0.05% +18K +9.3% $25.88 +12.3%
289 TSCO TRACTOR SUPPLY CO Consumer Cyclical 122,114.0 $5.5M 0.05% +5K +4.6% $45.30 -31.1%
290 KIM KIMCO REALTY CORP Real Estate 246,077.0 $5.5M 0.05% +8K +3.2% $22.47 +15.2%
291 ANNALY CAPITAL MANAGEMENT IN 260,032.0 $5.5M 0.05% +56K +27.3% $21.15
292 WDAY WORKDAY INC Technology 42,003.0 $5.5M 0.05% +283.0 +0.7% $129.92 -4.4%
293 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 74,024.0 $5.4M 0.04% +3K +4.0% $72.69 +5.6%
294 FLEX FLEXTRONICS INTL LTD Technology 82,196.0 $5.4M 0.04% +4K +5.7% $65.46 +124.1%
295 WPC WP CAREY INC Real Estate 78,994.0 $5.4M 0.04% +458.0 +0.6% $67.96 +8.7%
296 EXPE EXPEDIA GROUP INC Consumer Cyclical 23,136.0 $5.3M 0.04% +2K +9.1% $230.89 +13.8%
297 VEEV VEEVA SYS INC Healthcare 30,254.0 $5.3M 0.04% +2K +6.6% $175.66 -2.4%
298 DXCM DEXCOM INC Healthcare 84,623.0 $5.3M 0.04% +2K +2.9% $62.80 +11.7%
299 ARES ARES MANAGEMENT CORPORATION Financial Services 48,329.0 $5.3M 0.04% +4K +9.1% $109.10 +0.0%
300 NTRA NATERA INC Healthcare 26,024.0 $5.2M 0.04% +889.0 +3.5% $199.99 +31.0%
Page 15 of 22  ·  425 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.8%
Financial Services 11.1%
Communication Services 10.6%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 8.3%
Consumer Defensive 4.9%
Energy 4.2%
Real Estate 3.7%
Utilities 3.5%