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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 30 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 KRC KILROY REALTY CORP Real Estate 18,937.0 $710K 0.01% -300.0 -1.6% $37.47 -2.1%
582 VSAT VIASAT INC Technology 7,668.0 $689K 0.01% +52.0 +0.7% $89.81 -18.2%
583 CDP COPT DEFENSE PROPERTIES Real Estate 18,602.0 $677K 0.00% +100.0 +0.5% $36.39 +2.6%
584 BNL BROADSTONE NET LEASE INC Real Estate 31,145.0 $644K 0.00% +346.0 +1.1% $20.67 +2.7%
585 IRT INDEPENDENCE RLTY TR INC Real Estate 38,450.0 $642K 0.00% -610.0 -1.6% $16.69 +0.2%
586 TME TENCENT MUSIC ENTMT GROUP Communication Services 74,040.0 $618K 0.00% +4K +5.7% $8.35 +3.7%
587 SLG SL GREEN RLTY CORP Real Estate 11,665.0 $604K 0.00% $51.77 +11.7%
588 IDA IDACORP INC Utilities 3,954.0 $598K 0.00% +100.0 +2.6% $151.30 -9.2%
589 BZ KANZHUN LIMITED Industrials 46,475.0 $598K 0.00% +11K +30.9% $12.87 +17.4%
590 NHI NATIONAL HEALTH INVS INC Real Estate 7,830.0 $597K 0.00% +200.0 +2.6% $76.26 -4.0%
591 APLE APPLE HOSPITALITY REIT INC Real Estate 35,233.0 $592K 0.00% -867.0 -2.4% $16.81 -1.6%
592 XP XP INC Financial Services 35,523.0 $578K 0.00% $16.26 +6.5%
593 HIW HIGHWOODS PPTYS INC Real Estate 17,909.0 $540K 0.00% +317.0 +1.8% $30.16 +4.8%
594 TAL TAL ED GROUP Consumer Defensive 55,105.0 $527K 0.00% +10K +21.1% $9.57 +19.4%
595 NSA NATIONAL STORAGE AFFILIATES Real Estate 11,703.0 $520K 0.00% +229.0 +2.0% $44.47 -2.4%
596 LXP INDUSTRIAL TRUST 9,411.0 $507K 0.00% $53.88
597 YMM FULL TRUCK ALLIANCE CO LTD Technology 61,514.0 $499K 0.00% NEW $8.12 +4.6%
598 LINE LINEAGE INC Real Estate 11,440.0 $495K 0.00% -70.0 -0.6% $43.25 -4.7%
599 CURB CURBLINE PPTYS CORP Real Estate 15,879.0 $483K 0.00% +178.0 +1.1% $30.40 -2.6%
600 UE URBAN EDGE PPTYS Real Estate 20,651.0 $472K 0.00% $22.88 -6.0%
Page 30 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%