APOLLO DIVERSIFIED RE FD CL I

GRIFX

Institutions

Combined AUM (Q2 2026)

$113,400

Combined Shares (Q2 2026)

4,536

Overall Trend

Decrease

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+2,680

2 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-7,741

3 institutions reduced · 3 exits

Est. sell amount ≈ —

⚖️ Net Share Change

-5,061

—

Net Sell

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$113,400

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Financial Gravity Companies, Inc.		0.01%	—	#1	$65,250	2,610	$0	0	+2,610	New Buy
Oakworth Capital, Inc.		<0.01%	<0.01%	#2	$48,150	1,926	$46,104	1,856	+70+3.77%	Add

🧭 Institutional Sector Flow Heatmap

⏳

Net Outflow Net Inflow