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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 32 of 33  ·  641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 MDU MDU RES GROUP INC Industrials 14,600.0 $310K 0.00% $21.21 -6.0%
622 LTC LTC PPTYS INC Real Estate 7,965.0 $306K 0.00% +300.0 +3.9% $38.45 +4.7%
623 XHR XENIA HOTELS & RESORTS INC Real Estate 14,999.0 $305K 0.00% -327.0 -2.1% $20.36 -4.1%
624 SMA SMARTSTOP SELF STORAG REIT I Real Estate 9,032.0 $294K 0.00% $32.50 +4.4%
625 IIPR INNOVATIVE INDL PPTYS INC Real Estate 4,580.0 $284K 0.00% +100.0 +2.2% $61.98 -9.1%
626 JBS N.V. 23,520.0 $279K 0.00% -4K -13.6% $11.85
627 GNL GLOBAL NET LEASE INC Real Estate 30,971.0 $277K 0.00% -1K -4.0% $8.94 +2.7%
628 VIPS VIPSHOP HLDGS LTD Consumer Cyclical 20,791.0 $276K 0.00% -8K -26.9% $13.26 +8.6%
629 AUGO AURA MINERALS INC Basic Materials 4,170.0 $263K 0.00% +4K +10000.0% $62.95 +37.6%
630 GSAT GLOBALSTAR INC Communication Services 3,145.0 $256K 0.00% $81.29 +1.6%
631 RLJ RLJ LODGING TR Real Estate 20,136.0 $239K 0.00% $11.85 -3.2%
632 AVA AVISTA CORP Utilities 5,830.0 $239K 0.00% $40.91 -7.9%
633 AWR AMER STATES WTR CO Utilities 2,810.0 $232K 0.00% +100.0 +3.7% $82.63 +9.4%
634 MGEE MGE ENERGY INC Utilities 2,610.0 $213K 0.00% $81.54 -3.1%
635 CWT CALIFORNIA WTR SVC GROUP Utilities 4,268.0 $208K 0.00% $48.65 +4.0%
636 CPK CHESAPEAKE UTILS CORP Utilities 1,677.0 $205K 0.00% $122.48 +10.1%
637 UMH UMH PPTYS INC Real Estate 13,098.0 $198K 0.00% +286.0 +2.2% $15.14 +9.4%
638 PDM PIEDMONT REALTY TRUST INC Real Estate 20,273.0 $185K 0.00% +447.0 +2.2% $9.15 +7.0%
639 STNE STONECO LTD Technology 14,657.0 $159K 0.00% $10.84 -10.1%
640 HE HAWAIIAN ELEC INDS INC MTN B Utilities 11,576.0 $157K 0.00% $13.53 -15.5%
Page 32 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%