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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 32 of 35  ·  686 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GNL GLOBAL NET LEASE INC Real Estate 32,271.0 $302K 0.00% $9.36 -3.8%
622 NWE NORTHWESTERN ENERGY GROUP IN Utilities 4,415.0 $291K 0.00% NEW $65.94 +11.3%
623 LTC LTC PPTYS INC Real Estate 7,665.0 $285K 0.00% NEW $37.16 +3.5%
624 GTY GETTY RLTY CORP NEW Real Estate 8,772.0 $279K 0.00% NEW $31.80 +6.9%
625 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,032.0 $273K 0.00% NEW $30.28 +10.4%
626 SHO SUNSTONE HOTEL INVS INC NEW Real Estate 29,342.0 $264K 0.00% $9.01 +32.3%
627 NTST NETSTREIT CORP Real Estate 13,563.0 $255K 0.00% $18.83 +12.6%
628 DEI DOUGLAS EMMETT INC Real Estate 26,112.0 $246K 0.00% $9.42 +26.6%
629 VRE VERIS RESIDENTIAL INC Real Estate 12,891.0 $243K 0.00% +719.0 +5.9% $18.87 +0.6%
630 DHC DIVERSIFIED HEALTHCARE TR Real Estate 35,633.0 $237K 0.00% NEW $6.64 +42.9%
631 AVA AVISTA CORP Utilities 5,830.0 $234K 0.00% NEW $40.14 +4.1%
632 PEB PEBBLEBROOK HOTEL TR Real Estate 18,267.0 $231K 0.00% -681.0 -3.6% $12.63 +50.9%
633 XHR XENIA HOTELS & RESORTS INC Real Estate 15,326.0 $227K 0.00% $14.83 +40.3%
634 IIPR INNOVATIVE INDL PPTYS INC Real Estate 4,480.0 $225K 0.00% NEW $50.16 +25.5%
635 SILA SILA REALTY TRUST INC Real Estate 8,974.0 $213K 0.00% NEW $23.68 +28.0%
636 CPK CHESAPEAKE UTILS CORP Utilities 1,677.0 $212K 0.00% NEW $126.37 -0.4%
637 KW KENNEDY-WILSON HOLDINGS INC Real Estate 19,399.0 $210K 0.00% $10.82 +0.9%
638 GSAT GLOBALSTAR INC Communication Services 3,145.0 $209K 0.00% NEW $66.42 +20.8%
639 STNE STONECO LTD Technology 14,657.0 $207K 0.00% $14.12 -22.2%
640 AWR AMER STATES WTR CO Utilities 2,710.0 $205K 0.00% NEW $75.62 +9.2%
Page 32 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%