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Advisors Capital Management’s Ares Management ARES Stock Holding History

Advisors Capital Management’s Portfolio ARES Stock Details ARES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,420
Closed -$251K – 509
2024
Q4 		$251K Buy
+1,420
New +$242K ﹤0.01% 472
2024
Q1 		– Sell
-1,864
Closed -$222K – 470
2023
Q4 		$222K Buy
+1,864
New +$202K ﹤0.01% 436
2022
Q4 		– Sell
-3,046
Closed -$242K – 442
2022
Q3 		$242K Buy
+3,046
New +$213K 0.01% 419

Other funds holding ARES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Advisors Capital Management's ARES Position: Q1 2025 in Review

Advisors Capital Management sold out of Ares Management (ARES) in Q1 2025, closing a stake of 1,420 shares — an estimated $251K sold.

Advisors Capital Management first reported a position in ARES in Q3 2022 and held it in 3 quarters. The position peaked at $251K in Q4 2024. 745 funds tracked by Wall St. Rank hold ARES as of Q1 2025.

  • Advisors Capital Management reported no remaining Ares Management position as of Q1 2025 after selling out during the quarter.
  • Advisors Capital Management sold 1,420 Ares Management shares in Q1 2025, an estimated $251K.
  • Advisors Capital Management first reported a position in Ares Management in Q3 2022 and held it in 3 quarters.
  • Advisors Capital Management's Ares Management position peaked at $251K in Q4 2024.
  • 745 funds tracked by Wall St. Rank held Ares Management as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.