Position in ARES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$34,846,103
-$66,676,932 QoQ
Shares Held
319,396
-49.2% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 96.30403803470541.ToString("F0")%
Shared 0.7525600282485876.ToString("F0")%
None 2.9434019370460045.ToString("F0")%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $766,572,305 across 118 Asset Management names. ARES ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
102,883 | $98,943,609 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,329,960 | $94,293,481 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
2,525,700 | $59,833,833 | |
| 4 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
4,527,780 | $57,321,694 | |
| 5 | BX |
Blackstone Inc.
|
394,035 | $45,310,084 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
901,305 | $40,063,006 | |
| 7 | ARES |
Ares Management Corp
This page
|
319,396 | $34,846,103 | |
| 8 | APO |
Apollo Global Management, Inc.
|
288,847 | $32,183,332 |
All Filings in ARES
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $34,846,103 | 319,396 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $101,523,035 | 628,120 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $132,906,161 | 831,235 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $155,364,902 | 897,026 | Shares | Defined | 2025-09-26 | |
| 2025-03-31 | $155,135,077 | 1,058,148 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $205,181,487 | 1,159,021 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $183,248,982 | 1,175,879 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $162,554,551 | 1,219,647 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $164,545,461 | 1,237,370 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $149,083,344 | 1,253,644 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $40,777,565 | 396,399 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $38,299,028 | 397,499 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $31,223,081 | 374,198 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $27,382,980 | 400,102 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||