Position in ARES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$345,519
New position
Shares Held
3,167
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 12.156615093148089.ToString("F0")%
Shared 0.ToString("F0")%
None 87.84338490685191.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Calamos Wealth Management LLC holds $4,344,857 across 7 Asset Management names. ARES ranks #3 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
13,938 | $1,602,730 | |
| 2 | CSQ |
Calamos Strategic Total Return Fund
|
85,160 | $1,457,939 | |
| 3 | ARES |
Ares Management Corp
This page
|
3,167 | $345,519 | |
| 4 | OWL |
Blue Owl Capital Inc.
|
37,107 | $338,786 | |
| 5 | BLK |
BlackRock, Inc.
|
268 | $257,738 | |
| 6 | KKR |
KKR & Co. Inc.
|
2,242 | $207,385 | |
| 7 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
12,000 | $134,760 |
All Filings in ARES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $345,519 | 3,167 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||