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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
VRE
626
DELISTED
Veris Residential
VRE
$267K ﹤0.01%
15,770
-2,438
-13% -$39.4K
JBGS
627
JBG SMITH
JBGS
$708M
$264K ﹤0.01%
16,377
-2,400
-13% -$36.5K
NTST
628
NETSTREIT Corp
NTST
$2.1B
$260K ﹤0.01%
16,428
-1,511
-8% -$22.1K
VIPS icon
629
Vipshop
VIPS
$7.53B
$257K ﹤0.01%
16,370
– –
NWE icon
630
NorthWestern Energy
NWE
$4.43B
$255K ﹤0.01%
4,415
-3,721
-46% -$202K
ALEX
631
DELISTED
Alexander & Baldwin
ALEX
$252K ﹤0.01%
14,621
-2,261
-13% -$40K
QFIN icon
632
Qfin Holdings
QFIN
$1.61B
$248K ﹤0.01%
5,524
– –
AIV
633
Aimco
AIV
$383M
$246K ﹤0.01%
27,932
-4,092
-13% -$36.3K
PEB icon
634
Pebblebrook Hotel Trust
PEB
$2.05B
$243K ﹤0.01%
23,987
-3,710
-13% -$45.4K
MGEE icon
635
MGE Energy Inc
MGEE
$3.08B
$243K ﹤0.01%
2,610
-2,201
-46% -$200K
XHR
636
Xenia Hotels & Resorts
XHR
$1.79B
$241K ﹤0.01%
20,480
-3,167
-13% -$44.1K
RLJ icon
637
RLJ Lodging Trust
RLJ
$1.69B
$238K ﹤0.01%
30,169
-5,179
-15% -$48.6K
AVA icon
638
Avista
AVA
$3.24B
$238K ﹤0.01%
5,677
-4,655
-45% -$177K
TAL icon
639
TAL Education Group
TAL
$6.87B
$226K ﹤0.01%
17,104
– –
CSR
640
Centerspace
CSR
$952M
$215K ﹤0.01%
3,325
-486
-13% -$30.6K
ESRT icon
641
Empire State Realty Trust
ESRT
$836M
$214K ﹤0.01%
27,367
-3,766
-12% -$33.9K
AWR icon
642
American States Water
AWR
$3.46B
$213K ﹤0.01%
2,710
-2,210
-45% -$167K
DEA
643
Easterly Government Properties
DEA
$1.18B
$212K ﹤0.01%
7,992
-1,014
-11% -$27.9K
CPK icon
644
Chesapeake Utilities
CPK
$3.21B
$208K ﹤0.01%
1,620
-1,298
-44% -$161K
CWT icon
645
California Water Service
CWT
$3.12B
$207K ﹤0.01%
4,268
-3,619
-46% -$164K
BZ icon
646
Kanzhun
BZ
$7.36B
$206K ﹤0.01%
10,758
– –
KW
647
DELISTED
Kennedy-Wilson Holdings
KW
$198K ﹤0.01%
22,841
-3,531
-13% -$32.2K
SAFE
648
Safehold
SAFE
$1.15B
$195K ﹤0.01%
10,404
-1,607
-13% -$28.2K
PDM
649
Piedmont Realty Trust
PDM
$1.19B
$183K ﹤0.01%
24,800
-3,835
-13% -$30.4K
PGRE
650
DELISTED
Paramount Group
PGRE
$159K ﹤0.01%
37,059
-5,732
-13% -$25.9K
24 25
26
27 28

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IA
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AT
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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
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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.