Copeland Capital Management, LLC
Position in ARES — Ares Management Corp
CIK 1541743
Conshohocken, PA
Position in ARES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$10,895,578
+$1,387,623 QoQ
Shares Held
97,885
+12.3% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#143
of 806 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 28%
Shared 70%
None 2%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Copeland Capital Management, LLC holds $109,492,552 across 10 Asset Management names. ARES ranks #3 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNS |
Cohen & Steers, Inc.
|
768,748 | $58,532,472 | |
| 2 | HLNE |
Hamilton Lane INC
|
486,440 | $38,346,063 | |
| 3 | ARES |
Ares Management Corp
This page
|
97,885 | $10,895,578 | |
| 4 | BAM |
Brookfield Asset Management Ltd.
|
16,718 | $749,802 | |
| 5 | AMP |
Ameriprise Financial Inc
|
1,423 | $652,815 | |
| 6 | BLK |
BlackRock, Inc.
|
198 | $190,388 | |
| 7 | RPC |
Ridgepost Capital, Inc.
|
9,937 | $78,204 | |
| 8 | SEIC |
Sei Investments Co
|
221 | $19,383 |
All Filings in ARES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,895,578 | 97,885 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $9,507,955 | 87,149 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||