CUSIP 39822J300
APOLLO DIVERSIFIED RE FD CL I
9 institutions · $4.4M total · 78,182 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | VSM Wealth Advisory, LLC | 11,460 | $2.9M | 14.65% | 2025-09-30 |
| 2 | Blueprint Investment Partners LLC | 24,642 | $622.0K | 31.51% | 2024-03-31 |
| 3 | KINGSWOOD WEALTH ADVISORS, LLC | 16,716 | $441.8K | 21.38% | 2024-09-30 |
| 4 | GREAT LAKES ADVISORS, LLC | 8,607 | $216.0K | 11.00% | 2024-06-30 |
| 5 | Financial Gravity Companies, Inc. | 2,596 | $65.4K | 3.32% | 2025-06-30 |
| 6 | Financial Gravity Asset Management, Inc. | 2,290 | $56.6K | 2.92% | 2025-12-31 |
| 7 | OAKWORTH CAPITAL, INC. | 1,833 | $45.3K | 2.34% | 2025-12-31 |
| 8 | Garton & Associates Financial Advisors LLC | 139 | $3.4K | 0.17% | 2025-12-31 |
| 9 | Motiv8 Investments LLC | 9,899 | $245 | 12.66% | 2025-12-31 |