ARES — ARES MANAGEMENT CORPORATION

Ownership history in CreativeOne Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in ARES MANAGEMENT CORPORATION (ARES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,314 -168 -11.3% 0.01% $210K $156.72
2025 Q2 ADDED 1,482 +72 +5.1% 0.01% $257K $168.71
2025 Q1 INITIATED 1,410 — — 0.01% $207K $141.85
% of Fund (quarterly)    ARES price (monthly, adj. close)

Other funds also holding ARES

As of 2025 Q4 — sorted by position size

SUMITOMO MITSUI FINANCIAL GROUP, INC. 3Y 7Y 38.24% LRI Investments, LLC 27.81% Curated Wealth Partners LLC 3Y 24.79% GUARDIAN POINT CAPITAL, LP 3Y 7Y 10.0% Northern Right Capital Management, L.P. 3Y 7Y 5.23% Vulcan Value Partners, LLC 3Y 7Y 5.04% Partners Group Holding AG 3Y 7Y 4.77% PORTLAND INVESTMENT COUNSEL INC. 3Y 7Y 4.7% Overbrook Management Corp 3Y 7Y 4.16% Hamlin Capital Management, LLC 3Y 7Y 3.9%
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