GRIFX
Apollo Diversified Real Estate Fund Class I
1W: -0.3%
1M: -1.6%
3M: -3.3%
YTD: -3.5%
1Y: -3.8%
3Y: +4.4%
5Y: +7.1%
$23.89
+0.01 (+0.04%)
Weekly Expected Move ±0.3%
$24
$24
$24
$24
$24
Institutional Ownership — GRIFX
3
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
1
New Positions
1
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (6 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Financial Gravity Asset Management, In | 2,765 | 66K | +475 | +20.7% | 3Q | SEC ↗ |
| 2 | Financial Gravity Companies, Inc. NEW | 2,610 | 62K | — | +0.0% | 1Q | SEC ↗ |
| 3 | OAKWORTH CAPITAL, INC. | 1,926 | 46K | +70 | +3.8% | 4Q | SEC ↗ |
| 4 | McIlrath & Eck, LLC NEW | 481 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Garton & Associates Financial Advisors | 0 | 0K | -139 | -100.0% | 1Q | SEC ↗ |
| 6 | PRIVATE TRUST CO NA | 0 | 0K | -4,495 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Financial Gravity Companies, Inc. | 2,610 | 62K |
| McIlrath & Eck, LLC | 481 | 11K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PRIVATE TRUST CO NA | 4,495 | 107K |
| Garton & Associates Financial Advis | 139 | 3K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Financial Gravity Asset Management, | +475 | +20.7% | 2,765 |
| OAKWORTH CAPITAL, INC. | +70 | +3.8% | 1,926 |
Biggest Decreases (0)
None.