Institutional Ownership
Apollo Diversified Re Fd CL I
CUSIP 39822J300EQUITY FUNDSGRIFXQ1 2026
Institutional Holders
4
13F filers
Shares Held
9.6K
Aggregate institutional
Institutional Value
$240.9K
Q1 2026
Net New Holders
+1
2 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions2
Increased2
Decreased0
Sold out1
Institutional Holders
4 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Private Trust Co Na | 4.5K | $114.1K | +4.5K | New |
| 2 | Financial Gravity Asset Management, Inc. | 2.8K | $68.7K | +475 | Added |
| 3 | Oakworth Capital, Inc. | 1.9K | $46.1K | +23 | Added |
| 4 | Mcilrath & Eck, LLC | 481 | $12.0K | +481 | New |