We are live on ! Find out more
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
GTY
601
Getty Realty Corp
GTY
$2.07B
$228K ﹤0.01%
8,536
+216
+3% +$6.02K
SILA
602
DELISTED
Sila Realty Trust
SILA
$224K ﹤0.01%
8,923
– –
JBGS
603
JBG SMITH
JBGS
$708M
$220K ﹤0.01%
10,058
-1,786
-15% -$36.8K
PEB icon
604
Pebblebrook Hotel Trust
PEB
$2.05B
$217K ﹤0.01%
18,948
-228
-1% -$2.46K
MGEE icon
605
MGE Energy Inc
MGEE
$3.08B
$217K ﹤0.01%
2,610
– –
CPK icon
606
Chesapeake Utilities
CPK
$3.21B
$217K ﹤0.01%
+1,620
New +$201K
VSAT icon
607
Viasat
VSAT
$11.1B
$214K ﹤0.01%
+7,392
New +$177K
AVA icon
608
Avista
AVA
$3.24B
$214K ﹤0.01%
5,677
– –
ALEX
609
DELISTED
Alexander & Baldwin
ALEX
$213K ﹤0.01%
11,690
– –
PGRE
610
DELISTED
Paramount Group
PGRE
$196K ﹤0.01%
30,107
+480
+2% +$3.19K
UMH
611
UMH Properties
UMH
$1.36B
$189K ﹤0.01%
12,812
+295
+2% +$4.72K
VRE
612
DELISTED
Veris Residential
VRE
$185K ﹤0.01%
12,607
– –
RLJ icon
613
RLJ Lodging Trust
RLJ
$1.69B
$179K ﹤0.01%
24,104
– –
PDM
614
Piedmont Realty Trust
PDM
$1.19B
$174K ﹤0.01%
19,826
– –
ESRT icon
615
Empire State Realty Trust
ESRT
$836M
$170K ﹤0.01%
22,246
+355
+2% +$2.71K
AIV
616
Aimco
AIV
$383M
$164K ﹤0.01%
21,170
– –
KW
617
DELISTED
Kennedy-Wilson Holdings
KW
$163K ﹤0.01%
19,399
– –
HE icon
618
Hawaiian Electric Industries
HE
$2.14B
$139K ﹤0.01%
12,449
– –
BDN
619
Brandywine Realty Trust
BDN
$554M
$121K ﹤0.01%
27,752
+539
+2% +$2.27K
AVTR icon
620
Avantor
AVTR
$9.19B
– –
-124,065
Closed -$1.67M
AWR icon
621
American States Water
AWR
$3.46B
– –
-2,710
Closed -$208K
CAG icon
622
Conagra Brands
CAG
$7.23B
– –
-93,676
Closed -$1.92M
CPB icon
623
Campbell Soup
CPB
$6.87B
– –
-34,256
Closed -$1.05M
HES
624
DELISTED
Hess
HES
– –
-64,354
Closed -$8.92M
JNPR
625
DELISTED
Juniper Networks
JNPR
– –
-77,338
Closed -$3.09M
22 23 24
25
26

Similar funds

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
UM
UniSuper Management Melbourne, Victoria, Australia $15.3B AUM 29.4% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

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.