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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 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CWT CALIFORNIA WTR SVC GROUP Utilities 4,268.0 $194K 0.00% NEW $45.34 +8.2%
62 IRIDIUM COMMUNICATIONS INC 5,700.0 $158K 0.00% NEW $27.74
63 CSR CENTERSPACE Real Estate 2,715.0 $156K 0.00% NEW $57.45 -0.8%
64 AAT AMERICAN ASSETS TR INC Real Estate 8,338.0 $154K 0.00% NEW $18.41 +36.8%
65 NWN NORTHWEST NAT HLDG CO Utilities 2,866.0 $153K 0.00% NEW $53.22 -4.5%
66 DEA EASTERLY GOVT PPTYS INC Real Estate 6,890.0 $148K 0.00% NEW $21.43 +16.2%
67 JBGS JBG SMITH PPTYS Real Estate 9,651.0 $141K 0.00% NEW $14.61 +2.6%
68 HTO H2O AMERICA Utilities 2,389.0 $140K 0.00% NEW $58.67 +3.4%
69 SAFEHOLD INC 9,003.0 $122K 0.00% NEW $13.53
70 NXRT NEXPOINT RESIDENTIAL TR INC Real Estate 3,594.0 $90K 0.00% NEW $25.00 +14.5%
71 LEGN LEGEND BIOTECH CORP Healthcare 4,476.0 $81K 0.00% NEW $18.09 +58.6%
72 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 16.0 $3K NEW $189.06 +21.7%
73 SM SM ENERGY COMPANY Energy 90.0 $3K NEW $31.18 -15.5%
74 CHRD CHORD ENERGY CORPORATION Energy 19.0 $3K NEW $142.16 -18.0%
75 ONTO ONTO INNOVATION INC Technology 13.0 $3K NEW $205.08 +58.0%
76 BWA BORGWARNER INC Consumer Cyclical 49.0 $3K NEW $54.27 +25.5%
77 ELAN ELANCO ANIMAL HEALTH INC Healthcare 110.0 $3K NEW $23.93 +2.7%
78 CRUS CIRRUS LOGIC INC Technology 18.0 $3K NEW $144.61 +1.3%
79 PBF PBF ENERGY INC Energy 54.0 $3K NEW $47.61 -9.5%
80 SANDISK CORP 4.0 $3K NEW $635.25
Page 4 of 5  ·  100 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%