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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 28 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 TIGO MILLICOM INTL CELLULAR S A Communication Services 20,529.0 $1.9M 0.01% +20K +10000.0% $90.76 +2.4%
542 CPT CAMDEN PPTY TR Real Estate 16,212.0 $1.9M 0.01% -1K -6.3% $114.49 -4.7%
543 AMH AMERICAN HOMES 4 RENT Real Estate 55,009.0 $1.8M 0.01% -1K -2.1% $33.52 +3.8%
544 EGP EASTGROUP PPTYS INC Real Estate 8,805.0 $1.8M 0.01% +100.0 +1.1% $202.53 -0.1%
545 FRT FEDERAL RLTY INVT TR NEW Real Estate 14,090.0 $1.7M 0.01% +100.0 +0.7% $123.44 -4.8%
546 BXP BXP INC Real Estate 25,953.0 $1.7M 0.01% $66.31 +5.5%
547 AHR AMERICAN HEALTHCARE REIT INC Real Estate 31,304.0 $1.6M 0.01% +2K +7.6% $52.15 +7.7%
548 BRX BRIXMOR PPTY GROUP INC Real Estate 50,075.0 $1.6M 0.01% $31.53 -6.2%
549 H HYATT HOTELS CORP Consumer Cyclical 7,802.0 $1.5M 0.01% +315.0 +4.2% $193.84 -7.1%
550 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 28,219.0 $1.5M 0.01% $52.85 +2.3%
551 CUBE CUBESMART Real Estate 37,141.0 $1.5M 0.01% $39.77 +2.9%
552 ADC AGREE RLTY CORP Real Estate 19,401.0 $1.5M 0.01% +800.0 +4.3% $75.74 -1.5%
553 CTRE CARETRUST REIT INC Real Estate 36,408.0 $1.5M 0.01% -200.0 -0.6% $40.35 -1.7%
554 NNN NNN REIT INC Real Estate 31,075.0 $1.4M 0.01% $46.53 -0.4%
555 ERIE ERIE INDTY CO Financial Services 5,927.0 $1.4M 0.01% +645.0 +12.2% $239.75 +12.1%
556 HEI HEICO CORP NEW Industrials 3,862.0 $1.4M 0.01% -344.0 -8.2% $356.19 -1.0%
557 FR FIRST INDL RLTY TR INC Real Estate 21,693.0 $1.3M 0.01% +702.0 +3.3% $61.31 +3.5%
558 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 10,028.0 $1.3M 0.01% $128.55 +2.0%
559 REXR REXFORD INDL RLTY INC Real Estate 36,960.0 $1.2M 0.01% -1K -3.6% $33.50 +12.4%
560 LEIDOS HOLDINGS INC 11,677.0 $1.2M 0.01% +1K +10.2% $102.97
Page 28 of 33  ·  641 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%