GIREX
Apollo Diversified Real Estate Fund
1W: -0.3%
1M: -1.6%
3M: -3.4%
YTD: -3.8%
1Y: -5.4%
3Y: +2.2%
5Y: +5.7%
$23.20
+0.01 (+0.04%)
Weekly Expected Move ±0.3%
$23
$23
$23
$23
$23
Institutional Ownership — GIREX
3
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
3M
Total Invested
2
New Positions
1
Increased
0
Reduced
0
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (4 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. NEW | 65,104 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 2 | Financial Gravity Asset Management, In | 64,176 | 1M | +19,976 | +45.2% | 3Q | SEC ↗ |
| 3 | Ethos Financial Group, LLC NEW | 64,106 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | OAKWORTH CAPITAL, INC. | 1,383 | 32K | +51 | +3.8% | 4Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 65,104 | 2M |
| Ethos Financial Group, LLC | 64,106 | 1M |
Sold Out (0)
No sold-out positions this quarter.
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +19,976 | +45.2% | 64,176 |
| OAKWORTH CAPITAL, INC. | +51 | +3.8% | 1,383 |
Biggest Decreases (0)
None.