Apollo Diversif RL Est-IGRIFX
13F holders, Q4 2025 (December 31)4holders +1
1new positions
1sold out
$24.74avg. 13F price*
At the end of Q4 2025, 4 institutions reported holding Apollo Diversif RL Est-I (GRIFX) in their 13F filings, up 1 from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Motiv8 Investments LLC ($245K), Financial Gravity Asset Management, Inc. ($57K) and Oakworth Capital, Inc. ($45K).
- Company
- Apollo Diversif RL Est-I
- CUSIP
- 39822J300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $245K |
| Exits | 1 | $2.9M |
All 13F filers, Q3 2025 → Q4 2025: 9,923 shares bought and 11,497 shares sold, net −1,574 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Motiv8 Investments LLC | 0.13% | New | 9,899 | $245K |
| Financial Gravity Asset Management, Inc. | 0.01% | Reduce -1.6% | 2,290 | $57K |
| Oakworth Capital, Inc. | 0.00% | Add +1.3% | 1,833 | $45K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 139 | $3K |
"% 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.