ARES — ARES MANAGEMENT CORPORATION

Ownership history in SHELL ASSET MANAGEMENT CO  ·  4 quarters on record

This page tracks every 13F SEC filing in which SHELL ASSET MANAGEMENT CO 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
0.05% (2024 Q4)
Avg. % of fund
0.03%
First filed
2024 Q3
Last filed
2025 Q2
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 3,375 -2,853 -45.8% 0.02% $585K $168.71
2025 Q1 REDUCED 6,228 -263 -4.1% 0.04% $913K $141.85
2024 Q4 ADDED 6,491 +2,977 +84.7% 0.05% $1.1M $169.96
2024 Q3 INITIATED 3,514 — — 0.02% $548K $148.86
% 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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