Klingman & Associates’s Ares Management ARES Stock Holding History

Klingman & Associates’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 Q3	$419K	Buy	3,611 +23	+0.6%	+$3K	0.02%	251
2026 Q2	$399K	Buy	3,588 +154	+4%	+$18.5K	0.02%	230
2026 Q1	$375K	Buy	3,434 +820	+31%	+$109K	0.02%	232
2025 Q4	$423K	Buy	2,614 +18	+0.7%	+$2.8K	0.02%	210
2025 Q3	$415K	Sell	2,596 -432	-14%	-$77.9K	0.02%	215
2025 Q2	$524K	Buy	3,028 +392	+15%	+$62K	0.03%	168
2025 Q1	$386K	Sell	2,636 -2,450	-48%	-$423K	0.02%	189
2024 Q4	$900K	Sell	5,086 -112	-2%	-$19.1K	0.06%	109
2024 Q3	$810K	Buy	+5,198	New	+$754K	0.05%	118

Other funds holding ARES

Curated Wealth Partners El Segundo, California $1.22B AUM 0.27% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

ICG Advisors Los Angeles, California $136M AUM 28.28% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Klingman & Associates's ARES Position: Q3 2026 in Review

Klingman & Associates increased its Ares Management (ARES) stake by 0.64% in Q3 2026, buying an estimated $3K and bringing the position to 3,611 shares worth $419K. The position accounts for 0.02% of the portfolio, ranked #251.

Klingman & Associates first reported a position in ARES in Q3 2024 and has held it in 9 quarters since. The position peaked at $900K in Q4 2024. 176 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

Klingman & Associates held 3,611 shares of Ares Management worth $419K as of Q3 2026.
Klingman & Associates bought 23 Ares Management shares in Q3 2026, an estimated $3K.
Ares Management made up 0.02% of Klingman & Associates's portfolio in Q3 2026, its #251 holding.
Klingman & Associates first reported a position in Ares Management in Q3 2024 and has held it in 9 quarters since.
Klingman & Associates's Ares Management position peaked at $900K in Q4 2024.
176 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.