Apollo Diversif RL Est-IGRIFX

13F holders, Q3 2024 (September 30)
1holders
1new positions
1sold out
$26.43avg. 13F price*

At the end of Q3 2024, 1 institutions reported holding Apollo Diversif RL Est-I (GRIFX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holder was Kingswood Wealth Advisors, LLC ($442K).

Company
Apollo Diversif RL Est-I
CUSIP
39822J300
Latest filing quarter
Q2 2026

History

Number of 13F holders

01234 Q1 2024: 2Q1 2024Q2 2024: 1Q2 2024Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q2 2025: 1Q2 2025Q3 2025: 3Q3 2025Q4 2025: 4Q4 2025Q1 2026: 4Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions1$442K
Exits1$216K

All 13F filers, Q2 2024 → Q3 2024: 16,716 shares bought and 8,607 shares sold, net +8,109 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kingswood Wealth Advisors, LLC 0.03% New 16,716 $442K

"% of holder's portfolio" is GRIFX's weight in each manager's 13F, not the share of Apollo Diversif RL Est-I the manager owns.