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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
-2.76%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.23B
AUM Growth
-$612M
Cap. Flow
-$151M
Cap. Flow %
-1.63%
Top 10 Hldgs %
31.68%
Holding
678
New
4
Increased
130
Reduced
340
Closed
24

Top Buys

Rank Stock Value
1
V icon
Visa
V
+$4.65M
2
IBKR icon
Interactive Brokers
IBKR
+$4.44M
3
NTRA icon
Natera
NTRA
+$3.98M
4
MSTR icon
Strategy Inc
MSTR
+$2.76M
5
RDDT icon
Reddit
RDDT
+$2.08M

Top Sells

Rank Stock Value
1
NEE icon
NextEra Energy
NEE
+$6.56M
2
UNP icon
Union Pacific
UNP
+$6.31M
3
SO icon
Southern Company
SO
+$5.97M
4
AAPL icon
Apple
AAPL
+$5.55M
5
DUK icon
Duke Energy
DUK
+$5.43M

Sector Composition

Rank Sector Weight
1 Technology 30.27%
2 Financials 13.41%
3 Healthcare 11.15%
4 Consumer Discretionary 10.4%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AKR icon
601
Acadia Realty Trust
AKR
$2.84B
$493K 0.01%
23,529
-3,447
-13% -$78K
UE icon
602
Urban Edge Properties
UE
$2.73B
$481K 0.01%
25,290
-3,705
-13% -$74.1K
WLK icon
603
Westlake Corp
WLK
$9.9B
$463K 0.01%
4,629
– –
CURB
604
Curbline Properties
CURB
$3.41B
$461K 0.01%
19,075
-2,837
-13% -$68.3K
TME icon
605
Tencent Music
TME
$15.6B
$460K 0.01%
31,942
– –
IVT icon
606
InvenTrust Properties
IVT
$2.59B
$457K 0.01%
15,565
-2,280
-13% -$67.2K
PK icon
607
Park Hotels & Resorts
PK
$2.97B
$440K ﹤0.01%
41,189
-6,034
-13% -$76.4K
IDA icon
608
Idacorp
IDA
$8.2B
$440K ﹤0.01%
3,784
-3,299
-47% -$370K
SHO icon
609
Sunstone Hotel Investors
SHO
$2.06B
$379K ﹤0.01%
40,312
-6,610
-14% -$71.7K
BAP icon
610
Credicorp
BAP
$30.7B
$371K ﹤0.01%
1,991
-524
-21% -$97.3K
TXNM
611
TXNM Energy Inc
TXNM
$5.94B
$340K ﹤0.01%
6,364
-5,519
-46% -$277K
POR icon
612
Portland General Electric
POR
$5.77B
$328K ﹤0.01%
7,353
-6,412
-47% -$275K
GNL icon
613
Global Net Lease
GNL
$1.95B
$324K ﹤0.01%
40,322
-6,012
-13% -$45.2K
DRH icon
614
Diamondrock Hospitality Co
DRH
$2.56B
$321K ﹤0.01%
41,544
-6,087
-13% -$51.4K
LTC
615
LTC Properties
LTC
$2.15B
$318K ﹤0.01%
8,979
-1,315
-13% -$45.7K
GTY
616
Getty Realty Corp
GTY
$2.07B
$316K ﹤0.01%
10,131
-1,285
-11% -$39.4K
HTHT icon
617
Huazhu Hotels Group
HTHT
$13B
$315K ﹤0.01%
8,507
– –
SR icon
618
Spire
SR
$4.85B
$314K ﹤0.01%
4,016
-3,520
-47% -$257K
BKH icon
619
Black Hills Corp
BKH
$5.69B
$308K ﹤0.01%
5,082
-4,189
-45% -$248K
SILA
620
DELISTED
Sila Realty Trust
SILA
$308K ﹤0.01%
11,528
-1,715
-13% -$42.8K
ELME
621
Elme Communities
ELME
$144M
$308K ﹤0.01%
17,678
-2,734
-13% -$44.1K
IIPR icon
622
Innovative Industrial Properties
IIPR
$1.72B
$306K ﹤0.01%
5,661
-859
-13% -$59.5K
OGS icon
623
ONE Gas
OGS
$5.04B
$301K ﹤0.01%
3,981
-3,453
-46% -$249K
UMH
624
UMH Properties
UMH
$1.36B
$271K ﹤0.01%
14,517
-2,127
-13% -$38.7K
ALE
625
DELISTED
Allete
ALE
$270K ﹤0.01%
4,105
-3,560
-46% -$233K
23 24
25
26 27

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IA
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AT
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UM
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FCAS
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RFC
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GF
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NMO
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IFM Investors's Q1 2025 Portfolio in Review

As of Q1 2025, IFM Investors held 678 positions worth $9.23B, down 6.2% from $9.84B the previous quarter. Its ten largest holdings account for 32% of the portfolio.

Trading was light in Q1 2025: portfolio turnover was 4.1%. IFM Investors opened 4 new positions and exited 24, leaving the 678-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 32% a quarter earlier, followed by Financials and Healthcare.

  • IFM Investors's largest Q1 2025 buy was Interactive Brokers: 89,556 shares worth $3.71M.
  • IFM Investors added most to Visa in Q1 2025, an estimated $4.65M increase.
  • IFM Investors's biggest Q1 2025 reduction was NextEra Energy, cutting an estimated $6.56M.
  • IFM Investors fully exited Lamb Weston in Q1 2025, selling an estimated $2.14M.
  • IFM Investors's ten largest holdings make up 32% of its $9.23B portfolio in Q1 2025.
  • IFM Investors opened 4 new positions and closed 24 in Q1 2025.
  • IFM Investors's portfolio value fell 6.2% quarter-over-quarter to $9.23B.

Based on IFM Investors's 13F filing for Q1 2025, filed 29 Apr 2025.