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DLTR icon

IFM Investors’s Dollar Tree DLTR Stock Holding History

IFM Investors’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.27M Buy
43,582
+4,492
+11% +$467K 0.03% 400
2026
Q1 		$4.28M Buy
39,090
+125
+0.3% +$15.3K 0.04% 408
2025
Q4 		$4.79M Buy
38,965
+944
+2% +$101K 0.04% 367
2025
Q3 		$3.61M Hold
38,021
– – 0.03% 432
2025
Q2 		$3.77M Buy
38,021
+2,666
+8% +$230K 0.04% 407
2025
Q1 		$2.65M Sell
35,355
-1,754
-5% -$125K 0.03% 464
2024
Q4 		$2.78M Sell
37,109
-2,799
-7% -$192K 0.03% 468
2024
Q3 		$2.81M Sell
39,908
-632
-2% -$57.6K 0.03% 473
2024
Q2 		$4.33M Buy
40,540
+135
+0.3% +$15.9K 0.04% 369
2024
Q1 		$5.38M Hold
40,405
– – 0.06% 316
2023
Q4 		$5.74M Sell
40,405
-1,036
-2% -$123K 0.07% 278
2023
Q3 		$4.41M Buy
41,441
+389
+0.9% +$52.1K 0.06% 317
2023
Q2 		$5.89M Buy
41,052
+1,054
+3% +$155K 0.08% 266
2023
Q1 		$5.74M Buy
39,998
+1,426
+4% +$207K 0.09% 251
2022
Q4 		$5.46M Hold
38,572
– – 0.09% 249
2022
Q3 		$5.25M Sell
38,572
-524
-1% -$81.5K 0.1% 231
2022
Q2 		$6.09M Buy
39,096
+4,688
+14% +$743K 0.11% 200
2022
Q1 		$5.51M Buy
34,408
+5,093
+17% +$720K 0.09% 239
2021
Q4 		$4.12M Sell
29,315
-921
-3% -$112K 0.08% 265
2021
Q3 		$2.89M Hold
30,236
– – 0.06% 319
2021
Q2 		$3.01M Buy
30,236
+4,351
+17% +$473K 0.06% 312
2021
Q1 		$2.96M Buy
25,885
+3,061
+13% +$329K 0.08% 265
2020
Q4 		$2.47M Buy
22,824
+3,705
+19% +$372K 0.08% 258
2020
Q3 		$1.75M Buy
19,119
+1,566
+9% +$147K 0.07% 263
2020
Q2 		$1.63M Sell
17,553
-6,450
-27% -$538K 0.08% 241
2020
Q1 		$1.92M Sell
24,003
-892
-4% -$75.9K 0.09% 232
2019
Q4 		$2.34M Sell
24,895
-1,012
-4% -$106K 0.08% 251
2019
Q3 		$2.96M Buy
25,907
+9,017
+53% +$943K 0.11% 200
2019
Q2 		$1.81M Buy
16,890
+2,047
+14% +$215K 0.1% 213
2019
Q1 		$1.56M Buy
14,843
+1,186
+9% +$116K 0.1% 202
2018
Q4 		$1.23M Buy
13,657
+1,150
+9% +$97.1K 0.1% 208
2018
Q3 		$1.02M Buy
12,507
+1,777
+17% +$156K 0.08% 267
2018
Q2 		$912K Buy
10,730
+3,349
+45% +$309K 0.09% 246
2018
Q1 		$700K Buy
7,381
+682
+10% +$71.5K 0.1% 221
2017
Q4 		$719K Sell
6,699
-43
-0.6% -$4.2K 0.11% 199
2017
Q3 		$585K Buy
6,742
+172
+3% +$13.1K 0.1% 242
2017
Q2 		$459K Buy
6,570
+1,686
+35% +$130K 0.08% 288
2017
Q1 		$383K Buy
4,884
+1,833
+60% +$141K 0.1% 247
2016
Q4 		$235K Buy
+3,051
New +$246K 0.11% 248

Other funds holding DLTR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
KMC
Kirr Marbach & Co Columbus, Indiana $594M AUM 34% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

IFM Investors's DLTR Position: Q2 2026 in Review

IFM Investors increased its Dollar Tree (DLTR) stake by 11% in Q2 2026, buying an estimated $467K and bringing the position to 43,582 shares worth $5.27M. The position accounts for 0.03% of the portfolio, ranked #400.

IFM Investors first reported a position in DLTR in Q4 2016 and has held it in 39 quarters since. The position peaked at $6.09M in Q2 2022. 203 funds tracked by Wall St. Rank hold DLTR as of Q2 2026.

  • IFM Investors held 43,582 shares of Dollar Tree worth $5.27M as of Q2 2026.
  • IFM Investors bought 4,492 Dollar Tree shares in Q2 2026, an estimated $467K.
  • Dollar Tree made up 0.03% of IFM Investors's portfolio in Q2 2026, its #400 holding.
  • IFM Investors first reported a position in Dollar Tree in Q4 2016 and has held it in 39 quarters since.
  • IFM Investors's Dollar Tree position peaked at $6.09M in Q2 2022.
  • 203 funds tracked by Wall St. Rank held Dollar Tree as of Q2 2026.

Based on IFM Investors's 13F filing for Q2 2026, filed 21 Jul 2026.