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Portfolio (Quarterly) Guide ↗

IFM Investors Pty Ltd

· CIK 0001698246
13F Portfolio $15.1B AUM 641 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 17 New 526 Added 59 Reduced 62 Exited
Page 26 of 27  ·  526 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 IDA IDACORP INC Utilities 3,954.0 $598K 0.00% +100.0 +2.6% $151.30 -8.6%
502 BZ KANZHUN LIMITED Industrials 46,475.0 $598K 0.00% +11K +30.9% $12.87 +20.0%
503 NHI NATIONAL HEALTH INVS INC Real Estate 7,830.0 $597K 0.00% +200.0 +2.6% $76.26 -4.2%
504 HIW HIGHWOODS PPTYS INC Real Estate 17,909.0 $540K 0.00% +317.0 +1.8% $30.16 +5.3%
505 TAL TAL ED GROUP Consumer Defensive 55,105.0 $527K 0.00% +10K +21.1% $9.57 +20.0%
506 NSA NATIONAL STORAGE AFFILIATES Real Estate 11,703.0 $520K 0.00% +229.0 +2.0% $44.47 -2.4%
507 CURB CURBLINE PPTYS CORP Real Estate 15,879.0 $483K 0.00% +178.0 +1.1% $30.40 -2.0%
508 AKR ACADIA RLTY TR Real Estate 21,828.0 $456K 0.00% +555.0 +2.6% $20.91 +2.1%
509 IVT INVENTRUST PPTYS CORP Real Estate 12,728.0 $451K 0.00% +151.0 +1.2% $35.40 -7.3%
510 FCPT FOUR CORNERS PPTY TR INC Real Estate 17,872.0 $439K 0.00% +793.0 +4.6% $24.55 +3.9%
511 POR PORTLAND GEN ELEC CO Utilities 8,314.0 $431K 0.00% +300.0 +3.7% $51.83 -4.1%
512 TXNM ENERGY INC 7,329.0 $416K 0.00% +200.0 +2.8% $56.78
513 BKH BLACK HILLS CORP Utilities 5,486.0 $408K 0.00% +100.0 +1.9% $74.40 -3.2%
514 MPT MEDICAL PROPERTIES TRUST INC Financial Services 82,216.0 $380K 0.00% +918.0 +1.1% $4.62 -10.8%
515 OGS ONE GAS INC Utilities 4,484.0 $346K 0.00% +200.0 +4.7% $77.07 +4.3%
516 NTST NETSTREIT CORP Real Estate 15,916.0 $336K 0.00% +2K +17.4% $21.13 -1.6%
517 IRIDIUM COMMUNICATIONS INC 5,800.0 $318K 0.00% +100.0 +1.8% $54.85
518 GTY GETTY RLTY CORP NEW Real Estate 9,372.0 $313K 0.00% +600.0 +6.8% $33.36 +0.1%
519 DEI DOUGLAS EMMETT INC Real Estate 26,426.0 $312K 0.00% +314.0 +1.2% $11.80 +1.3%
520 LTC LTC PPTYS INC Real Estate 7,965.0 $306K 0.00% +300.0 +3.9% $38.45 +5.1%
Page 26 of 27  ·  526 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 39.2%
Financial Services 10.6%
Consumer Cyclical 9.7%
Healthcare 9.4%
Industrials 7.8%
Communication Services 7.5%
Consumer Defensive 4.4%
Real Estate 3.4%
Utilities 3.2%
Energy 3.2%