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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 30 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 OGE OGE ENERGY CORP Utilities 15,033.0 $721K 0.01% +518.0 +3.6% $47.96 +3.4%
582 XP XP INC Financial Services 35,523.0 $676K 0.01% +9K +33.0% $19.04 -15.3%
583 TME TENCENT MUSIC ENTMT GROUP Communication Services 70,037.0 $650K 0.01% $9.28 -9.6%
584 SKT TANGER INC Real Estate 18,452.0 $627K 0.01% +435.0 +2.4% $33.98 +19.2%
585 CUZ COUSINS PPTYS INC Real Estate 27,368.0 $618K 0.01% +175.0 +0.6% $22.57 +32.7%
586 NHI NATIONAL HEALTH INVS INC Real Estate 7,630.0 $617K 0.01% NEW $80.86 -4.1%
587 EPR EPR PPTYS Real Estate 12,237.0 $611K 0.01% +78.0 +0.6% $49.96 +19.5%
588 IRT INDEPENDENCE RLTY TR INC Real Estate 39,060.0 $582K 0.01% +528.0 +1.4% $14.89 +13.6%
589 CDP COPT DEFENSE PROPERTIES Real Estate 18,502.0 $566K 0.01% +120.0 +0.7% $30.60 +18.7%
590 BNL BROADSTONE NET LEASE INC Real Estate 30,799.0 $563K 0.01% +199.0 +0.7% $18.27 +16.1%
591 IDA IDACORP INC Utilities 3,854.0 $551K 0.01% NEW $142.97 +6.9%
592 KRC KILROY REALTY CORP Real Estate 19,237.0 $543K 0.01% +123.0 +0.6% $28.21 +34.8%
593 COLD AMERICOLD REALTY TRUST INC Real Estate 46,758.0 $536K 0.00% +297.0 +0.6% $11.46 +39.4%
594 MNDY MONDAY COM LTD Technology 7,551.0 $522K 0.00% NEW $69.11 +5.7%
595 TAL TAL ED GROUP Consumer Defensive 45,508.0 $517K 0.00% $11.37 -16.6%
596 JBS N.V. 27,220.0 $489K 0.00% $17.96
597 BZ KANZHUN LIMITED Industrials 35,494.0 $475K 0.00% $13.39 -0.7%
598 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 28,452.0 $447K 0.00% $15.72 -16.4%
599 LXP INDUSTRIAL TRUST 9,405.0 $435K 0.00% NEW $46.26
600 NSA NATIONAL STORAGE AFFILIATES Real Estate 11,474.0 $433K 0.00% $37.74 +20.4%
Page 30 of 35  ·  686 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%