Position in ARES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,003,904
-$610,339 QoQ
Shares Held
9,019
-39.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#389
of 804 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Atria Investments, Inc holds $64,702,077 across 32 Asset Management names. ARES ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
13,355 | $12,841,633 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
130,306 | $5,242,210 | |
| 3 | LDP |
Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.
|
246,045 | $5,206,312 | |
| 4 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
164,937 | $4,550,611 | |
| 5 | APO |
Apollo Global Management, Inc.
|
33,715 | $3,988,821 | |
| 6 | BX |
Blackstone Inc.
|
31,789 | $3,740,611 | |
| 7 | SEIC |
Sei Investments Co
|
39,169 | $3,435,512 | |
| 8 | AMP |
Ameriprise Financial Inc
|
7,020 | $3,220,495 |
All Filings in ARES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,904 | 9,019 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,614,243 | 14,796 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,047,372 | 18,854 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,003,853 | 18,787 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,510,360 | 14,494 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,006,357 | 13,685 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,441,201 | 8,141 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,178,617 | 7,563 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $720,378 | 5,405 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||