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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
+4.6%
1 Year Est. Return
+40.57%
3 Year Est. Return
+130.57%
5 Year Est. Return
+172.93%
10 Year Est. Return
–
AUM
$9.84B
AUM Growth
-$584M
Cap. Flow
-$821M
Cap. Flow %
-8.34%
Top 10 Hldgs %
35.03%
Holding
685
New
4
Increased
61
Reduced
562
Closed
11

Top Buys

Rank Stock Value
1
CVNA icon
Carvana
CVNA
+$4.7M
2
SMCI icon
Super Micro Computer
SMCI
+$3.46M
3
NTNX icon
Nutanix
NTNX
+$3.04M
4
NLY icon
Annaly Capital Management
NLY
+$999K
5
HAL icon
Halliburton
HAL
+$962K

Top Sells

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$59.3M
2
MSFT icon
Microsoft
MSFT
+$51.1M
3
AAPL icon
Apple
AAPL
+$32M
4
AMZN icon
Amazon
AMZN
+$30.9M
5
META icon
Meta Platforms (Facebook)
META
+$22M

Sector Composition

Rank Sector Weight
1 Technology 32.43%
2 Financials 12.29%
3 Consumer Discretionary 11.19%
4 Healthcare 9.93%
5 Communication Services 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CURB
626
Curbline Properties
CURB
$3.41B
$509K 0.01%
+21,912
New +$516K
ROIC
627
DELISTED
Retail Opportunity Investments Corp.
ROIC
$499K 0.01%
28,748
– –
ALE
628
DELISTED
Allete
ALE
$497K 0.01%
7,665
– –
BAP icon
629
Credicorp
BAP
$30.7B
$461K ﹤0.01%
2,515
-952
-27% -$178K
MGEE icon
630
MGE Energy Inc
MGEE
$3.08B
$452K ﹤0.01%
4,811
– –
NWE icon
631
NorthWestern Energy
NWE
$4.43B
$435K ﹤0.01%
8,136
– –
IIPR icon
632
Innovative Industrial Properties
IIPR
$1.72B
$434K ﹤0.01%
6,520
– –
DRH icon
633
Diamondrock Hospitality Co
DRH
$2.56B
$430K ﹤0.01%
47,631
-1,169
-2% -$10.7K
CCOI icon
634
Cogent Communications
CCOI
$508M
$390K ﹤0.01%
5,060
– –
AWR icon
635
American States Water
AWR
$3.46B
$382K ﹤0.01%
4,920
– –
AVA icon
636
Avista
AVA
$3.24B
$378K ﹤0.01%
10,332
– –
PEB icon
637
Pebblebrook Hotel Trust
PEB
$2.05B
$375K ﹤0.01%
27,697
– –
IRDM icon
638
Iridium Communications
IRDM
$5.29B
$375K ﹤0.01%
12,922
-480
-4% -$14.3K
TME icon
639
Tencent Music
TME
$15.6B
$363K ﹤0.01%
31,942
-12,099
-27% -$144K
RLJ icon
640
RLJ Lodging Trust
RLJ
$1.69B
$361K ﹤0.01%
35,348
– –
CWT icon
641
California Water Service
CWT
$3.12B
$358K ﹤0.01%
7,887
+248
+3% +$12.5K
LTC
642
LTC Properties
LTC
$2.15B
$356K ﹤0.01%
10,294
+332
+3% +$12.3K
CPK icon
643
Chesapeake Utilities
CPK
$3.21B
$354K ﹤0.01%
2,918
– –
XHR
644
Xenia Hotels & Resorts
XHR
$1.79B
$351K ﹤0.01%
23,647
– –
GTY
645
Getty Realty Corp
GTY
$2.07B
$344K ﹤0.01%
11,416
– –
GNL icon
646
Global Net Lease
GNL
$1.95B
$338K ﹤0.01%
46,334
– –
SILA
647
DELISTED
Sila Realty Trust
SILA
$322K ﹤0.01%
13,243
– –
ESRT icon
648
Empire State Realty Trust
ESRT
$836M
$321K ﹤0.01%
31,133
– –
UMH
649
UMH Properties
UMH
$1.36B
$314K ﹤0.01%
16,644
+1,691
+11% +$32.2K
ELME
650
Elme Communities
ELME
$144M
$312K ﹤0.01%
20,412
– –
24 25
26
27 28

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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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Verition Fund Management
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NMO
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IFM Investors's Q4 2024 Portfolio in Review

As of Q4 2024, IFM Investors held 685 positions worth $9.84B, down 5.6% from $10.4B the previous quarter. Its ten largest holdings account for 35% of the portfolio.

IFM Investors withdrew a net $821M in Q4 2024, closing 11 positions and reducing 562 holdings. Its most notable exit was Marathon Oil Corporation, an estimated $2.86M position sold in full.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

Against the trend, IFM Investors opened a new position in Carvana worth $4.26M.

  • IFM Investors's largest Q4 2024 buy was Carvana: 104,630 shares worth $4.26M.
  • IFM Investors added most to Annaly Capital Management in Q4 2024, an estimated $999K increase.
  • IFM Investors's biggest Q4 2024 reduction was NVIDIA, cutting an estimated $59.3M.
  • IFM Investors fully exited Marathon Oil Corporation in Q4 2024, selling an estimated $2.86M.
  • IFM Investors's ten largest holdings make up 35% of its $9.84B portfolio in Q4 2024.
  • IFM Investors opened 4 new positions and closed 11 in Q4 2024.
  • IFM Investors's portfolio value fell 5.6% quarter-over-quarter to $9.84B.

Based on IFM Investors's 13F filing for Q4 2024, filed 29 Apr 2025.