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Apollo Diversified Real Estate Fund

CIK: 0001597634 Equity
Report date: 2026-05-28
AUM $3.4B
Expense Ratio
Category Equity
State DE
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-28

Holdings

From latest SEC N-PORT filing · US-listed stocks only

42 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 AMH American Homes 4 Rent Since 2026-07-07 02665T868 Equity (Preferred)
0.14%
$4.71 199,306
2 AMH American Homes 4 Rent Since 2026-07-07 02665T876 Equity (Preferred)
0.03%
$0.96 43,000
3 DLR Digital Realty Trust Inc Since 2026-07-07 253868830 Equity (Preferred)
0.04%
$1.43 64,984
4 DBRG Digitalbridge Group Inc Since 2026-07-07 25401T306 Equity (Preferred)
0.02%
$0.64 39,000
5 DBRG Digitalbridge Group Inc Since 2026-07-07 25401T405 Equity (Preferred)
0.04%
$1.48 91,000
6 EPR Epr Properties Since 2026-07-07 26884U505 Equity (Preferred)
0.05%
$1.58 78,009
7 GNL Global Net Lease Inc Since 2026-07-07 379378300 Equity (Preferred)
0.03%
$0.93 43,027
8 GNL Global Net Lease Inc Since 2026-07-07 379378508 Equity (Preferred)
0.06%
$1.92 85,500
9 GNL Global Net Lease Inc Since 2026-07-07 379378607 Equity (Preferred)
0.01%
$0.45 20,440
10 PSA Public Storage Since 2026-07-07 74460W552 Equity (Preferred)
0.04%
$1.26 71,931
11 SLG Sl Green Realty Corp Since 2026-07-07 78440X507 Equity (Preferred)
0.05%
$1.59 78,135
12 BFS Saul Centers Inc Since 2026-07-07 804395804 Equity (Preferred)
0.04%
$1.47 71,198
13 BFS Saul Centers Inc Since 2026-07-07 804395879 Equity (Preferred)
0.04%
$1.19 52,500
14 INN Summit Hotel Properties Since 2026-07-07 866082605 Equity (Preferred)
0.02%
$0.75 43,262
15 INN Summit Hotel Properties Since 2026-07-07 866082704 Equity (Preferred)
0.02%
$0.53 30,759
16 VNO Vornado Realty Trust Since 2026-07-07 929042794 Equity (Preferred)
0.02%
$0.58 41,022
17 VNO Vornado Realty Trust Since 2026-07-07 929042810 Equity (Preferred)
0.04%
$1.49 91,500
18 VNO Vornado Realty Trust Since 2026-07-07 929042828 Equity (Preferred)
0.05%
$1.52 93,729
19 VNO Vornado Realty Trust Since 2026-07-07 929042844 Equity (Preferred)
0.05%
$1.78 109,929
20 AHR American Healthcare Reit Inc Since 2026-07-07 398182303 Equity (Common)
0.39%
$13.27 281,320
21 AMH American Homes 4 Rent Since 2026-07-07 02665T306 Equity (Common)
0.51%
$17.03 610,070
22 BRX Brixmor Property Group Inc Since 2026-07-07 11120U105 Equity (Common)
0.88%
$29.50 1,024,300
23 BXP Bxp Inc Since 2026-07-07 101121101 Equity (Common)
0.22%
$7.29 140,410
24 COLD Americold Realty Trust Inc Since 2026-07-07 03064D108 Equity (Common)
0.08%
$2.61 227,720
25 CPT Camden Property Trust Since 2026-07-07 133131102 Equity (Common)
0.71%
$23.97 245,410
26 ELS Equity Lifestyle Properties Inc Since 2026-07-07 29472R108 Equity (Common)
0.49%
$16.52 264,680
27 EPR Epr Properties Since 2026-07-07 26884U109 Equity (Common)
0.13%
$4.33 86,610
28 EQR Equity Residential Since 2026-07-07 29476L107 Equity (Common)
0.39%
$13.17 222,720
29 ESS Essex Property Trust Inc Since 2026-07-07 297178105 Equity (Common)
0.35%
$11.63 48,060
30 EXR Extra Space Storage Inc Since 2026-07-07 30225T102 Equity (Common)
1.12%
$37.57 286,510
31 FR First Industrial Realty Trust Inc Since 2026-07-07 32054K103 Equity (Common)
0.36%
$12.09 208,950
32 GLPI Gaming And Leisure Properties Inc Since 2026-07-07 36467J108 Equity (Common)
0.08%
$2.81 63,350
33 HLT Hilton Worldwide Holdings Inc Since 2026-07-07 43300A203 Equity (Common)
0.15%
$4.90 16,100
34 HST Host Hotels & Resorts Inc Since 2026-07-07 44107P104 Equity (Common)
0.46%
$15.37 802,070
35 KRG Kite Realty Group Trust Since 2026-07-07 49803T300 Equity (Common)
0.56%
$18.86 768,330
36 OHI Omega Healthcare Investors Inc Since 2026-07-07 681936100 Equity (Common)
0.46%
$15.65 357,078
37 PSA Public Storage Since 2026-07-07 74460D109 Equity (Common)
1.16%
$39.00 143,980
38 SPG Simon Property Group Inc Since 2026-07-07 828806109 Equity (Common)
0.94%
$31.52 169,000
39 UDR Udr Inc Since 2026-07-07 902653104 Equity (Common)
0.76%
$25.48 754,130
40 VICI Vici Properties Inc Since 2026-07-07 925652109 Equity (Common)
1.16%
$38.92 1,424,715
41 VTR Ventas Inc Since 2026-07-07 92276F100 Equity (Common)
1.41%
$47.54 581,300
42 WH Wyndham Hotels & Resorts Inc Since 2026-07-07 98311A105 Equity (Common)
0.14%
$4.78 58,850
Frequently Asked Questions — Apollo Diversified Real Estate Fund
What type of mutual fund is Apollo Diversified Real Estate Fund?
Apollo Diversified Real Estate Fund is a SEC-registered Equity fund, with $3.4B in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, Apollo Diversified Real Estate Fund holds 42 portfolio positions, all detailed in the holdings table on this page.
What are Apollo Diversified Real Estate Fund's assets under management (AUM)?
Apollo Diversified Real Estate Fund has $3.4B in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are Apollo Diversified Real Estate Fund's top holdings?
According to Apollo Diversified Real Estate Fund's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include American Homes 4 Rent, American Homes 4 Rent, Digital Realty Trust Inc , among others. The complete list of all 42 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is Apollo Diversified Real Estate Fund's expense ratio?
Expense ratio data for Apollo Diversified Real Estate Fund is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find Apollo Diversified Real Estate Fund's SEC filings?
Apollo Diversified Real Estate Fund is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0001597634. You can access all of Apollo Diversified Real Estate Fund's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0001597634). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is Apollo Diversified Real Estate Fund's holdings data on StockSifting?
Holdings data for Apollo Diversified Real Estate Fund on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.