DOSSIER · 13F Holders · Q4 2025
GRIFX

APOLLO DIVERSIFIED RE FD CL I

5 institutions still hold APOLLO DIVERSIFIED RE FD CL I as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 39822J300·5 13F holders·last filed Dec 31, 2025
Market cap
13F value held
$437K
visible holders
Holders
5
filers reporting
Concentration
56.00%
Motiv8 Investments LLC #1
top holder share
AI Holders Summary · Q4 2025

5 institutions reported GRIFX in Q4 2025. Motiv8 Investments LLC leads at 56.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Motiv8 Investments LLC
CIK 0002024873
$245K10K0.13%Q4 2025
02
Financial Gravity Asset Management, Inc.
CIK 0001741736
$69K3K0.01%Q1 2026
03
Financial Gravity Companies, Inc.
CIK 0001377167
$64K3K0.01%Q2 2026
04
Oakworth Capital, Inc.
CIK 0001588871
$48K2K0.00%Q2 2026
05
McIlrath & Eck, LLC
CIK 0001701714
$12K4810.00%Q1 2026