3 institutions reported holding $3.1M of APOLLO DIVERSIFIED RE FD CL A (GIREX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Financial Gravity Companies, Inc. ($1.6M), Ethos Financial Group, LLC ($1.5M), OAKWORTH CAPITAL, INC. ($33,174). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Financial Gravity Companies, Inc. | $1.6M | 65,104 | Trimmed |
| 2 | Ethos Financial Group, LLC | $1.5M | 64,106 | New |
| 3 | OAKWORTH CAPITAL, INC. | $33,174 | 1,383 | Added |
Source: SEC Form 13F filings · as of 2026-06-30