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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
2024
Q4 		– Sell
-300
Closed -$46.8K – 1128
2024
Q3 		$46.8K Buy
+300
New +$43.5K ﹤0.01% 1022

Other funds holding ARES

LI
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
Truist Financial
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return
Mirae Asset Global Investments
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
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.