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II

IFM Investors Portfolio holdings

AUM $15.1B
1-Year Est. Return 40.57%
This Fund
S&P 500
This Quarter Est. Return
+9.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$11.4B
AUM Growth
+$870M
Cap. Flow
+$116M
Cap. Flow %
1.02%
Top 10 Hldgs %
37.34%
Holding
628
New
11
Increased
275
Reduced
209
Closed
9

Top Buys

Rank Stock Value
1
INDA icon
iShares MSCI India ETF
INDA
+$95.2M
2
CVX icon
Chevron
CVX
+$8.78M
3
PDD icon
Pinduoduo
PDD
+$5.24M
4
SOFI icon
SoFi Technologies
SOFI
+$4.98M
5
TPR icon
Tapestry
TPR
+$4.41M

Top Sells

Rank Stock Value
1
HES
Hess
HES
+$8.92M
2
AAPL icon
Apple
AAPL
+$4.29M
3
LKQ icon
LKQ Corp
LKQ
+$3.3M
4
JNPR
Juniper Networks
JNPR
+$3.09M
5
META icon
Meta Platforms (Facebook)
META
+$2.75M

Sector Composition

Rank Sector Weight
1 Technology 34.63%
2 Financials 12.7%
3 Consumer Discretionary 10.68%
4 Communication Services 10.66%
5 Healthcare 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
H icon
526
Hyatt Hotels
H
$16.7B
$1.38M 0.01%
9,703
+1,322
+16% +$190K
FRT icon
527
Federal Realty Investment Trust
FRT
$10.3B
$1.38M 0.01%
13,853
+70
+0.5% +$6.77K
BRX icon
528
Brixmor Property Group
BRX
$9.32B
$1.36M 0.01%
49,580
+252
+0.5% +$6.75K
DVA icon
529
DaVita
DVA
$11.7B
$1.32M 0.01%
10,117
– –
HEI icon
530
HEICO Corp
HEI
$51.4B
$1.3M 0.01%
4,050
– –
NNN icon
531
NNN REIT
NNN
$8.99B
$1.29M 0.01%
30,451
+149
+0.5% +$6.33K
ADC icon
532
Agree Realty
ADC
$9.41B
$1.26M 0.01%
17,629
+89
+0.5% +$6.45K
BF.B icon
533
Brown-Forman Class B
BF.B
$13.1B
$1.21M 0.01%
44,527
-80
-0.2% -$2.32K
CTRE icon
534
CareTrust REIT
CTRE
$9.74B
$1.2M 0.01%
34,354
+4,028
+13% +$132K
UAL icon
535
United Airlines
UAL
$42.1B
$1.19M 0.01%
12,145
-1,985
-14% -$191K
BVN icon
536
Compañía de Minas Buenaventura
BVN
$8.67B
$1.16M 0.01%
50,100
+10,222
+26% +$192K
VNO icon
537
Vornado Realty Trust
VNO
$7.38B
$1.16M 0.01%
28,721
+145
+0.5% +$5.65K
HRL icon
538
Hormel Foods
HRL
$13.8B
$1.13M 0.01%
45,787
– –
BAH icon
539
Booz Allen Hamilton
BAH
$9.15B
$1.13M 0.01%
11,415
-3,426
-23% -$366K
AHR icon
540
American Healthcare REIT
AHR
$10.9B
$1.08M 0.01%
25,663
+130
+0.5% +$5.22K
FR icon
541
First Industrial Realty Trust
FR
$8.44B
$1.07M 0.01%
20,843
+106
+0.5% +$5.33K
STAG icon
542
STAG Industrial
STAG
$7.19B
$1.06M 0.01%
30,399
+154
+0.5% +$5.49K
ACI icon
543
Albertsons Companies
ACI
$5.83B
$1.05M 0.01%
59,730
– –
HR icon
544
Healthcare Realty
HR
$6.84B
$954K 0.01%
53,439
+271
+0.5% +$4.58K
EPRT icon
545
Essential Properties Realty Trust
EPRT
$6.62B
$953K 0.01%
32,029
+162
+0.5% +$4.96K
TRNO icon
546
Terreno Realty
TRNO
$7.49B
$951K 0.01%
16,487
+84
+0.5% +$4.76K
RHP icon
547
Ryman Hospitality Properties
RHP
$7.63B
$923K 0.01%
9,957
+501
+5% +$49K
UHAL.B icon
548
U-Haul Holding Co Series N
UHAL.B
$12.8B
$829K 0.01%
16,102
– –
HTHT icon
549
Huazhu Hotels Group
HTHT
$13B
$818K 0.01%
20,856
+12,349
+145% +$431K
KRC icon
550
Kilroy Realty
KRC
$4.42B
$815K 0.01%
19,101
+117
+0.6% +$4.61K
20 21
22
23 24

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IA
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AT
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UM
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FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
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GF
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Verition Fund Management
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NMO
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IFM Investors's Q3 2025 Portfolio in Review

As of Q3 2025, IFM Investors held 628 positions worth $11.4B, up 8.3% from $10.5B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q3 2025: portfolio turnover was 3.2%. IFM Investors opened 11 new positions and exited 9, leaving the 628-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

  • IFM Investors's largest Q3 2025 buy was iShares MSCI India ETF: 1,780,559 shares worth $93M.
  • IFM Investors added most to Chevron in Q3 2025, an estimated $8.78M increase.
  • IFM Investors's biggest Q3 2025 reduction was Apple, cutting an estimated $4.29M.
  • IFM Investors fully exited Hess in Q3 2025, selling an estimated $8.92M.
  • IFM Investors's ten largest holdings make up 37% of its $11.4B portfolio in Q3 2025.
  • IFM Investors opened 11 new positions and closed 9 in Q3 2025.
  • IFM Investors's portfolio value rose 8.3% quarter-over-quarter to $11.4B.

Based on IFM Investors's 13F filing for Q3 2025, filed 15 Oct 2025.