Apollo Diversif RL Est-IGRIFX
13F holders, Q1 2026 (March 31)4holders
2new positions
1sold out
$25.10avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding Apollo Diversif RL Est-I (GRIFX) in their 13F filings, unchanged from Q4 2025. 2 opened new positions and 1 sold out. The largest holders were Private Trust Co. NA ($114K), Financial Gravity Asset Management, Inc. ($69K) and Oakworth Capital, Inc. ($46K).
- Company
- Apollo Diversif RL Est-I
- CUSIP
- 39822J300
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $126K |
| Exits | 1 | $3K |
All 13F filers, Q4 2025 → Q1 2026: 5,474 shares bought and 139 shares sold, net +5,335 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Private Trust Co. NA | 0.01% | New | 4,495 | $114K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +20.7% | 2,765 | $69K |
| Oakworth Capital, Inc. | 0.00% | Add +1.3% | 1,856 | $46K |
| McIlrath & Eck, LLC | 0.00% | New | 481 | $12K |
"% 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.