DOSSIER · 13F Holders · Q2 2026
GIREX

APOLLO DIVERSIFIED RE FD CL A

4 institutions still hold APOLLO DIVERSIFIED RE FD CL A as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 39822J102·4 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$5M
visible holders
Holders
4
filers reporting
Concentration
33.29%
Financial Gravity Companies, Inc. #1
top holder share
AI Holders Summary · Q2 2026

4 institutions reported GIREX in Q2 2026. Financial Gravity Companies, Inc. leads at 33.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Financial Gravity Companies, Inc.
CIK 0001377167
$2M65K0.25%Q2 2026
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$2M64K0.28%Q1 2026
03
Ethos Financial Group, LLC
CIK 0001954242
$2M64K0.10%Q2 2026
04
Oakworth Capital, Inc.
CIK 0001588871
$33K1K0.00%Q2 2026
Insiders at APOLLO DIVERSIFIED RE FD CL A
Shields Kevin