GRIFX

APOLLO DIVERSIFIED RE FD CL A

Institutional Ownership · Q4 2025

Filing: Q4 2025

APOLLO DIVERSIFIED RE FD CL A (GRIFX) is held by 3 institutional investors with combined holdings of $1M. Major holders include Financial Gravity Asset M, Oakworth Capital, Inc., Kohmann Bosshard Financia.

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Institutional Holders

Total Value

$1.3M

Ownership %

—

🏦 Top Institutional Holders

Financial Gravity Asset Management, Inc.

47.7K shares

$1.1M

Oakworth Capital, Inc.

3.1K shares

$77.0K

Kohmann Bosshard Financial Services, LLC

1.5K shares

$36.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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