Position in ARES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$135,130
-$72,536 QoQ
Shares Held
1,214
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#620
of 799 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ARES Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WEST PACES ADVISORS INC. holds $1,808,660 across 15 Asset Management names. ARES ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
5,008 | $870,590 | |
| 2 | APO |
Apollo Global Management, Inc.
|
3,711 | $439,048 | |
| 3 | BLK |
BlackRock, Inc.
|
180 | $173,080 | |
| 4 | ARES |
Ares Management Corp
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|
1,214 | $135,130 | |
| 5 | BX |
Blackstone Inc.
|
595 | $70,013 | |
| 6 | AMP |
Ameriprise Financial Inc
|
138 | $63,308 | |
| 7 | PFG |
Principal Financial Group Inc
|
152 | $16,382 | |
| 8 | KKR |
KKR & Co. Inc.
|
105 | $9,636 |
All Filings in ARES
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,130 | 1,214 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $207,666 | 1,199 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $175,785 | 1,199 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $212,258 | 1,199 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $186,852 | 1,199 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $159,802 | 1,199 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $159,443 | 1,199 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $142,585 | 1,199 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $123,341 | 1,199 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $115,523 | 1,199 | Shares | Sole | 2023-12-18 | |
| 2023-03-31 | $100,044 | 1,199 | Shares | Sole | 2023-12-18 | |
| 2022-12-31 | $82,059 | 1,199 | Shares | Sole | 2023-12-18 | |
| 2022-09-30 | $74,278 | 1,199 | Shares | Sole | 2023-12-19 | |
| 2022-06-30 | $68,175 | 1,199 | Shares | Sole | 2023-12-19 | |
| 2022-03-31 | $97,394 | 1,199 | Shares | Sole | 2023-12-19 | |
| 2021-12-31 | $97,442 | 1,199 | Shares | Sole | 2023-12-20 | |
| 2021-09-30 | $88,522 | 1,199 | Shares | Sole | 2023-12-20 | |
| No filing history on record for this holder in this stock. | ||||||