Cox Capital Management’s Ares Management ARES Stock Holding History

Cox 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
2026 Q2	$1.9M	Buy	17,073 +10,702	+168%	+$1.28M	1.06%	29
2026 Q1	$695K	Sell	6,371 -1,516	-19%	-$201K	0.46%	55
2025 Q4	$1.33M	Buy	+7,887	New	+$1.23M	0.83%	34

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

GIM

Generate Investment Management Auckland, New Zealand $2.43B AUM 37.24% 1-Year Est. Return

Cox Capital Management's ARES Position: Q2 2026 in Review

Cox Capital Management increased its Ares Management (ARES) stake by 168% in Q2 2026, buying an estimated $1.28M and bringing the position to 17,073 shares worth $1.9M. The position accounts for 1.06% of the portfolio, ranked #29.

Cox Capital Management first reported a position in ARES in Q4 2025 and has held it in 3 quarters since. 272 funds tracked by Wall St. Rank hold ARES as of Q2 2026.

Cox Capital Management held 17,073 shares of Ares Management worth $1.9M as of Q2 2026.
Cox Capital Management bought 10,702 Ares Management shares in Q2 2026, an estimated $1.28M.
Ares Management made up 1.06% of Cox Capital Management's portfolio in Q2 2026, its #29 holding.
Cox Capital Management first reported a position in Ares Management in Q4 2025 and has held it in 3 quarters since.
272 funds tracked by Wall St. Rank held Ares Management as of Q2 2026.

Based on Cox Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.