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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 29 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 STAG STAG INDUSTRIAL INC Real Estate 31,364.0 $1.2M 0.01% +748.0 +2.4% $38.06 -2.7%
562 MAC MACERICH CO Real Estate 45,768.0 $1.2M 0.01% +4K +9.4% $25.19 -3.3%
563 VNO VORNADO RLTY TR Real Estate 28,766.0 $1.1M 0.01% -160.0 -0.6% $39.30 -1.1%
564 HR HEALTHCARE RLTY TR Real Estate 54,980.0 $1.1M 0.01% +1K +2.2% $20.17 -4.2%
565 TRNO TERRENO RLTY CORP Real Estate 17,104.0 $1.1M 0.01% +500.0 +3.0% $64.77 +6.4%
566 EPRT ESSENTIAL PPTYS RLTY TR INC Real Estate 35,314.0 $1.1M 0.01% +3K +9.5% $29.85 +3.8%
567 FUTU FUTU HLDGS LTD Financial Services 10,862.0 $1.0M 0.01% -310.0 -2.8% $93.74 +23.5%
568 KRG KITE REALTY GROUP TRUST Real Estate 33,187.0 $942K 0.01% -2K -6.0% $28.38 -7.5%
569 PNW PINNACLE WEST CAP CORP Utilities 8,717.0 $933K 0.01% +200.0 +2.4% $107.00 -8.6%
570 HTHT H WORLD GROUP LTD Consumer Cyclical 21,796.0 $909K 0.01% $41.72 +16.6%
571 PECO PHILLIPS EDISON & CO INC Real Estate 20,601.0 $857K 0.01% $41.62 -4.8%
572 CUZ COUSINS PPTYS INC Real Estate 26,800.0 $803K 0.01% -568.0 -2.1% $29.98 +0.1%
573 SBRA SABRA HEALTH CARE REIT INC Real Estate 40,947.0 $799K 0.01% +492.0 +1.2% $19.51 +4.9%
574 WTRG ESSENTIAL UTILS INC Utilities 20,249.0 $776K 0.01% +200.0 +1.0% $38.31 +7.9%
575 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 26,350.0 $772K 0.01% +451.0 +1.7% $29.29 +20.2%
576 MILLROSE PPTYS INC 25,120.0 $755K 0.01% NEW $30.05
577 COLD AMERICOLD REALTY TRUST INC Real Estate 46,985.0 $739K 0.01% $15.72 -3.9%
578 SKT TANGER INC Real Estate 18,352.0 $724K 0.01% -100.0 -0.5% $39.47 -1.3%
579 OGE OGE ENERGY CORP Utilities 14,733.0 $717K 0.01% -300.0 -2.0% $48.66 -5.5%
580 EPR EPR PPTYS Real Estate 12,237.0 $710K 0.01% $58.01 +4.4%
Page 29 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%