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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 20 of 22  ·  425 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 HST HOST HOTELS & RESORTS INC Real Estate 112,594.0 $2.2M 0.02% +717.0 +0.6% $19.16 +30.8%
382 DAL DELTA AIR LINES INC Industrials 32,310.0 $2.1M 0.02% +4K +14.7% $66.48 +39.2%
383 OHI OMEGA HEALTHCARE INVS INC Real Estate 48,387.0 $2.1M 0.02% +308.0 +0.6% $43.82 +9.7%
384 TTD THE TRADE DESK INC Technology 89,180.0 $2.0M 0.02% +3K +3.0% $22.69 -19.0%
385 DKNG DRAFTKINGS INC NEW Consumer Cyclical 91,002.0 $2.0M 0.02% +6K +7.7% $21.62 +18.9%
386 HEICO CORP NEW 8,830.0 $1.9M 0.02% +184.0 +2.1% $211.09
387 GRAB GRAB HOLDINGS LIMITED Technology 489,409.0 $1.8M 0.01% +43K +9.7% $3.66 -3.0%
388 CPT CAMDEN PPTY TR Real Estate 17,312.0 $1.7M 0.01% +132.0 +0.8% $97.66 +19.1%
389 IONQ IONQ INC Technology 58,479.0 $1.7M 0.01% +3K +5.8% $28.83 +71.0%
390 FRT FEDERAL RLTY INVT TR NEW Real Estate 13,990.0 $1.5M 0.01% +127.0 +0.9% $106.21 +17.8%
391 Z ZILLOW GROUP INC Communication Services 35,028.0 $1.4M 0.01% +2K +7.2% $41.38 -24.7%
392 BRX BRIXMOR PPTY GROUP INC Real Estate 50,073.0 $1.4M 0.01% +459.0 +0.9% $28.80 +12.7%
393 ADC AGREE RLTY CORP Real Estate 18,601.0 $1.4M 0.01% +171.0 +0.9% $75.38 +2.2%
394 AHR AMERICAN HEALTHCARE REIT INC Real Estate 29,104.0 $1.4M 0.01% +2K +6.7% $47.16 +8.1%
395 CUBE CUBESMART Real Estate 37,241.0 $1.4M 0.01% +352.0 +0.9% $36.65 +12.6%
396 CTRE CARETRUST REIT INC Real Estate 36,608.0 $1.3M 0.01% +345.0 +0.9% $36.65 +11.4%
397 NNN NNN REIT INC Real Estate 31,075.0 $1.3M 0.01% +603.0 +2.0% $42.03 +12.9%
398 REXR REXFORD INDL RLTY INC Real Estate 38,360.0 $1.3M 0.01% +370.0 +1.0% $32.73 +4.9%
399 FR FIRST INDL RLTY TR INC Real Estate 20,991.0 $1.2M 0.01% +134.0 +0.6% $57.85 +9.9%
400 HRL HORMEL FOODS CORP Consumer Defensive 51,917.0 $1.2M 0.01% +6K +13.4% $22.65 +17.0%
Page 20 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%