Copeland Capital Management, LLC
Position in ARES — Ares Management Corp
CIK 1541743
Conshohocken, PA
Position in ARES
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$9,507,955
New position
Shares Held
87,149
first reported quarter
Ownership
0.024%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 30.468507957635772.ToString("F0")%
Shared 67.74604413131533.ToString("F0")%
None 1.7854479110488934.ToString("F0")%
Position in Asset Management
Financial Services · as of Mar 31, 2026Copeland Capital Management, LLC holds $125,264,927 across 9 Asset Management names. ARES ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNS |
Cohen & Steers, Inc.
|
804,516 | $50,322,475 | |
| 2 | HLNE |
Hamilton Lane INC
|
505,806 | $50,277,115 | |
| 3 | AMP |
Ameriprise Financial Inc
|
31,604 | $14,044,817 | |
| 4 | ARES |
Ares Management Corp
This page
|
87,149 | $9,507,955 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
17,004 | $755,827 | |
| 6 | BLK |
BlackRock, Inc.
|
298 | $286,589 | |
| 7 | RPC |
Ridgepost Capital, Inc.
|
5,705 | $41,418 | |
| 8 | SEIC |
Sei Investments Co
|
221 | $17,341 |
All Filings in ARES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,507,955 | 87,149 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||