13F 机构持仓

IFM Investors Pty Ltd

MELBOURNE C3 · SEC CIK 0001698246

2026Q22026Q1 更早 9 个季度 🔒
$151.13亿2026Q2 申报市值
641持仓数
34.6%前十大占比 · 第一大 7.0%
12 / 60新建仓 / 清仓
申报市值走势$151.13亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 7.0%
AAPL 6.4%
MSFT 4.0%
AMZN 3.4%
GOOGL 3.1%
AVGO 2.6%
GOOG 2.5%
MU 2.0%
META 1.8%
TSLA 1.8%

2026Q2 买入最多 按季末市值估算

AAPL 加仓+$9,674.40万
AMZN 加仓+$6,238.74万
MSFT 加仓+$6,113.95万
NVDA 加仓+$5,560.22万
GOOGL 加仓+$4,696.13万

2026Q2 卖出最多 按季末市值估算

LINDE PLC 清仓-$4,703.97万
ALLE 减仓-$4,640.22万
AER 减仓-$1,305.97万
DD 减仓-$1,218.16万
HON 减仓-$755.55万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
AKR ACADIA RLTY TR $45.64万0.00%21,828 5552.6% $1.16万 加仓
UE URBAN EDGE PPTYS $47.25万0.00%20,651 00.0% — 不变
CURB CURBLINE PPTYS CORP $48.27万0.00%15,879 1781.1% $5,411 加仓
LINE LINEAGE INC $49.48万0.00%11,440 -70-0.6% -$3,028 减仓
YMM FULL TRUCK ALLIANCE CO LTD $49.95万0.00%61,514 61,514— $49.95万 新建仓
— LXP INDUSTRIAL TRUST $50.71万0.00%9,411 60.1% $323 加仓
— NATIONAL STORAGE AFFILIATES $52.04万0.00%11,703 2292.0% $1.02万 加仓
TAL TAL ED GROUP $52.74万0.00%55,105 9,59721.1% $9.18万 加仓
HIW HIGHWOODS PPTYS INC $54.01万0.00%17,909 3171.8% $9,561 加仓
XP XP INC $57.76万0.00%35,523 00.0% — 不变
APLE APPLE HOSPITALITY REIT INC $59.23万0.00%35,233 -867-2.4% -$1.46万 减仓
NHI NATIONAL HEALTH INVS INC $59.71万0.00%7,830 2002.6% $1.53万 加仓
BZ KANZHUN LIMITED $59.81万0.00%46,475 10,98130.9% $14.13万 加仓
IDA IDACORP INC $59.82万0.00%3,954 1002.6% $1.51万 加仓
SLG SL GREEN RLTY CORP $60.39万0.00%11,665 00.0% — 不变
TME TENCENT MUSIC ENTMT GROUP $61.82万0.00%74,040 4,0035.7% $3.34万 加仓
IRT INDEPENDENCE RLTY TR INC $64.17万0.00%38,450 -610-1.6% -$1.02万 减仓
BNL BROADSTONE NET LEASE INC $64.38万0.00%31,145 3461.1% $7,152 加仓
CDP COPT DEFENSE PROPERTIES $67.69万0.00%18,602 1000.5% $3,639 加仓
VSAT VIASAT INC $68.87万0.00%7,668 520.7% $4,670 加仓
KRC KILROY REALTY CORP $70.96万0.00%18,937 -300-1.6% -$1.12万 减仓
EPR EPR PPTYS $70.99万0.00%12,237 00.0% — 不变
OGE OGE ENERGY CORP $71.69万0.00%14,733 -300-2.0% -$1.46万 减仓
SKT TANGER INC $72.44万0.00%18,352 -100-0.5% -$3,947 减仓
COLD AMERICOLD REALTY TRUST INC $73.86万0.00%46,985 2270.5% $3,568 加仓
MRP MILLROSE PPTYS INC $75.49万0.00%25,120 25,120— $75.49万 新建仓
BVN COMPANIA DE MINAS BUENAVENTU $77.18万0.01%26,350 4511.7% $1.32万 加仓
WTRG ESSENTIAL UTILS INC $77.57万0.01%20,249 2001.0% $7,662 加仓
SBRA SABRA HEALTH CARE REIT INC $79.89万0.01%40,947 4921.2% $9,599 加仓
CUZ COUSINS PPTYS INC $80.35万0.01%26,800 -568-2.1% -$1.70万 减仓
PECO PHILLIPS EDISON & CO INC $85.74万0.01%20,601 1000.5% $4,162 加仓
HTHT H WORLD GROUP LTD $90.93万0.01%21,796 00.0% — 不变
PNW PINNACLE WEST CAP CORP $93.27万0.01%8,717 2002.3% $2.14万 加仓
KRG KITE REALTY GROUP TRUST $94.18万0.01%33,187 -2,129-6.0% -$6.04万 减仓
FUTU FUTU HLDGS LTD $101.82万0.01%10,862 -310-2.8% -$2.91万 减仓
EPRT ESSENTIAL PPTYS RLTY TR INC $105.41万0.01%35,314 3,0579.5% $9.13万 加仓
TRNO TERRENO RLTY CORP $110.78万0.01%17,104 5003.0% $3.24万 加仓
HR HEALTHCARE RLTY TR $110.89万0.01%54,980 1,1612.2% $2.34万 加仓
VNO VORNADO RLTY TR $113.05万0.01%28,766 -160-0.6% -$6,288 减仓
MAC MACERICH CO $115.29万0.01%45,768 3,9419.4% $9.93万 加仓
STAG STAG INDUSTRIAL INC $119.37万0.01%31,364 7482.4% $2.85万 加仓
LDOS LEIDOS HOLDINGS INC $120.24万0.01%11,677 1,07710.2% $11.09万 加仓
REXR REXFORD INDL RLTY INC $123.82万0.01%36,960 -1,400-3.6% -$4.69万 减仓
RHP RYMAN HOSPITALITY PPTYS INC $128.91万0.01%10,028 00.0% — 不变
FR FIRST INDL RLTY TR INC $133.00万0.01%21,693 7023.3% $4.30万 加仓
HEI HEICO CORP NEW $137.56万0.01%3,862 -344-8.2% -$12.25万 减仓
ERIE ERIE INDTY CO $142.10万0.01%5,927 64512.2% $15.46万 加仓
NNN NNN REIT INC $144.59万0.01%31,075 00.0% — 不变
CTRE CARETRUST REIT INC $146.91万0.01%36,408 -200-0.5% -$8,070 减仓
ADC AGREE RLTY CORP $146.94万0.01%19,401 8004.3% $6.06万 加仓
CUBE CUBESMART $147.71万0.01%37,141 -100-0.3% -$3,977 减仓
ARE ALEXANDRIA REAL ESTATE EQ IN $149.14万0.01%28,219 00.0% — 不变
H HYATT HOTELS CORP $151.23万0.01%7,802 3154.2% $6.11万 加仓
BRX BRIXMOR PPTY GROUP INC $157.89万0.01%50,075 20.0% $63 加仓
AHR AMERICAN HEALTHCARE REIT INC $163.25万0.01%31,304 2,2007.6% $11.47万 加仓
BXP BXP INC $172.09万0.01%25,953 -100-0.4% -$6,631 减仓
FRT FEDERAL RLTY INVT TR NEW $173.93万0.01%14,090 1000.7% $1.23万 加仓
EGP EASTGROUP PPTYS INC $178.33万0.01%8,805 1001.1% $2.03万 加仓
AMH AMERICAN HOMES 4 RENT $184.39万0.01%55,009 -1,176-2.1% -$3.94万 减仓
CPT CAMDEN PPTY TR $185.61万0.01%16,212 -1,100-6.4% -$12.59万 减仓
TIGO MILLICOM INTL CELLULAR S A $186.32万0.01%20,529 20,50070,689.7% $186.06万 加仓
CRBG COREBRIDGE FINL INC $188.69万0.01%65,907 7,96813.8% $22.81万 加仓
UAL UNITED AIRLS HLDGS INC $189.22万0.01%13,914 1,83215.2% $24.91万 加仓
CRCL CIRCLE INTERNET GROUP INC $197.38万0.01%31,516 31,516— $197.38万 新建仓
CNH CNH INDL N V $198.47万0.01%176,732 5,4243.2% $6.09万 加仓
TXT TEXTRON INC $199.50万0.01%21,749 -17,033-43.9% -$156.24万 减仓
GRAB GRAB HOLDINGS LIMITED $203.47万0.01%539,704 50,29510.3% $18.96万 加仓
ELS EQUITY LIFESTYLE PROPERTIES $204.08万0.01%31,665 1880.6% $1.21万 加仓
FOXA FOX CORP $206.63万0.01%39,614 -1,315-3.2% -$6.86万 减仓
UDR UDR INC $212.56万0.01%53,247 -50,921-48.9% -$203.28万 减仓
FOX FOX CORP $216.90万0.01%46,307 3,9069.2% $18.30万 加仓
DPZ DOMINOS PIZZA INC $221.50万0.01%7,482 77511.6% $22.94万 加仓
NWSA NEWS CORP NEW $223.28万0.01%89,923 2,4172.8% $6.00万 加仓
CHKP CHECK POINT SOFTWARE TECH LT $225.26万0.01%17,139 -116-0.7% -$1.52万 减仓
BG BUNGE GLOBAL SA $229.22万0.02%21,477 -651-2.9% -$6.95万 减仓
HEI/A HEICO CORP NEW $232.20万0.02%9,003 1732.0% $4.46万 加仓
SCCO SOUTHERN COPPER CORP $233.06万0.02%13,374 9117.3% $15.88万 加仓
OHI OMEGA HEALTHCARE INVS INC $233.26万0.02%48,922 5351.1% $2.55万 加仓
IOT SAMSARA INC $242.96万0.02%74,919 5,5618.0% $18.03万 加仓
CLX CLOROX CO DEL $243.11万0.02%25,473 1,1894.9% $11.35万 加仓
DOC HEALTHPEAK PROPERTIES INC $243.62万0.02%113,841 -144,656-56.0% -$309.56万 减仓
LYB LYONDELLBASELL INDUSTRIES NV $248.24万0.02%47,150 7,06917.6% $37.22万 加仓
LULU LULULEMON ATHLETICA INC $248.75万0.02%21,786 7043.3% $8.04万 加仓
FNF FIDELITY NATL FINL INC $260.19万0.02%55,171 9,62421.1% $45.39万 加仓
CG CARLYLE GROUP INC $260.74万0.02%61,919 12,31124.8% $51.84万 加仓
SN SHARKNINJA INC $261.28万0.02%17,159 17,159— $261.28万 新建仓
HST HOST HOTELS & RESORTS INC $264.46万0.02%111,540 -1,054-0.9% -$2.50万 减仓
TSN TYSON FOODS INC $271.04万0.02%47,343 3,9249.0% $22.46万 加仓
CHTR CHARTER COMMUNICATIONS INC $271.18万0.02%19,069 8824.8% $12.54万 加仓
TRMB TRIMBLE INC $272.32万0.02%53,209 5,77312.2% $29.55万 加仓
APTV APTIV PLC $273.39万0.02%44,541 4,27910.6% $26.26万 加仓
TW TRADEWEB MKTS INC $274.63万0.02%27,557 5,25123.5% $52.33万 加仓
PODD INSULET CORP $277.70万0.02%18,240 1,78110.8% $27.12万 加仓
TEAM ATLASSIAN CORPORATION $281.26万0.02%36,156 5,11216.5% $39.77万 加仓
ECHO ECHOSTAR CORP $281.87万0.02%27,770 -265-0.9% -$2.69万 减仓
WY WEYERHAEUSER CO $282.26万0.02%117,905 9,8209.1% $23.51万 加仓
TOST TOAST INC $286.13万0.02%102,851 15,95218.4% $44.38万 加仓
ROL ROLLINS INC $290.13万0.02%69,510 11,61520.1% $48.48万 加仓
BRO BROWN & BROWN INC $297.94万0.02%46,445 -2,953-6.0% -$18.94万 减仓
PTC PTC INC $301.96万0.02%26,579 2,96212.5% $33.65万 加仓