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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 5 of 5  ·  84 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PK PARK HOTELS & RESORTS INC Real Estate 30,372.0 $320K 0.00% -2K -5.1% $10.53 +40.4%
82 PEB PEBBLEBROOK HOTEL TR Real Estate 18,267.0 $231K 0.00% -681.0 -3.6% $12.63 +50.9%
83 HE HAWAIIAN ELEC INDS INC MTN B Utilities 11,576.0 $172K 0.00% -873.0 -7.0% $14.84 -8.6%
84 RLJ RLJ LODGING TR Real Estate 20,136.0 $149K 0.00% -2K -9.1% $7.42 +62.1%
Page 5 of 5  ·  84 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%