Concurrent Investment Advisors’s Ares Management ARES Stock Holding History

Concurrent Investment Advisors’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
2026 Q2	$842K	Sell	7,563 -97	-1%	-$11.6K	0.01%	1104
2026 Q1	$836K	Sell	7,660 -7,158	-48%	-$950K	0.01%	955
2025 Q4	$2.4M	Buy	14,818 +6,537	+79%	+$1.02M	0.03%	518
2025 Q3	$1.32M	Buy	8,281 +2,956	+56%	+$533K	0.02%	578
2025 Q2	$922K	Sell	5,325 -3,779	-42%	-$598K	0.02%	619
2025 Q1	$1.33M	Buy	9,104 +3,319	+57%	+$573K	0.03%	463
2024 Q4	$1.02M	Sell	5,785 -295	-5%	-$50.3K	0.03%	479
2024 Q3	$948K	Buy	6,080 +283	+5%	+$41.1K	0.03%	480
2024 Q2	$773K	Buy	5,797 +704	+14%	+$96.1K	0.03%	492
2024 Q1	$677K	Sell	5,093 -750	-13%	-$95.8K	0.03%	470
2023 Q4	$695K	Buy	+5,843	New	+$634K	0.03%	411

Other funds holding ARES

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Concurrent Investment Advisors's ARES Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Ares Management (ARES) stake by 1.3% in Q2 2026, selling an estimated $11.6K and leaving 7,563 shares worth $842K. The position accounts for 0.01% of the portfolio, ranked #1104.

Concurrent Investment Advisors first reported a position in ARES in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.4M in Q4 2025. 288 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Concurrent Investment Advisors held 7,563 shares of Ares Management worth $842K as of Q2 2026.
Concurrent Investment Advisors sold 97 Ares Management shares in Q2 2026, an estimated $11.6K.
Ares Management made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1104 holding.
Concurrent Investment Advisors first reported a position in Ares Management in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Ares Management position peaked at $2.4M in Q4 2025.
288 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.