ARES — ARES MANAGEMENT CORPORATION

Ownership history in Secure Asset Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Secure Asset Management, 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
0.26% (2025 Q2)
Avg. % of fund
0.2%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 8,329 +70 +0.8% 0.21% $1.3M $156.72
2025 Q2 ADDED 8,259 +1,524 +22.6% 0.26% $1.4M $168.71
2025 Q1 ADDED 6,735 +342 +5.3% 0.20% $987K $141.85
2024 Q4 REDUCED 6,393 -405 -6.0% 0.17% $1.1M $169.96
2024 Q3 ADDED 6,798 +216 +3.3% 0.18% $1.1M $148.86
2024 Q2 INITIATED 6,582 — — 0.17% $877K —
% 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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