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Overbrook Management Corp’s Ares Management ARES Stock Holding History

Overbrook Management Corp’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 		$681K Sell
5,862
-20,507
-78% -$2.68M 0.11% 41
2026
Q2 		$2.94M Sell
26,369
-24,509
-48% -$2.94M 0.44% 36
2026
Q1 		$5.55M Sell
50,878
-98,101
-66% -$13M 1.05% 26
2025
Q4 		$24.1M Buy
148,979
+40,417
+37% +$6.3M 4.16% 9
2025
Q3 		$17.4M Sell
108,562
-18,711
-15% -$3.38M 3.12% 11
2025
Q2 		$22M Sell
127,273
-5,708
-4% -$903K 4.11% 9
2025
Q1 		$19.5M Sell
132,981
-1,498
-1% -$259K 4.58% 8
2024
Q4 		$23.8M Buy
134,479
+484
+0.4% +$82.6K 5.13% 5
2024
Q3 		$20.9M Buy
133,995
+39,754
+42% +$5.77M 4.79% 5
2024
Q2 		$12.6M Buy
94,241
+2,924
+3% +$399K 3.17% 12
2024
Q1 		$12.1M Sell
91,317
-42,123
-32% -$5.38M 3.27% 12
2023
Q4 		$15.9M Buy
133,440
+1,335
+1% +$145K 3.21% 14
2023
Q3 		$13.6M Sell
132,105
-91
-0.1% -$9.2K 3.16% 12
2023
Q2 		$12.7M Buy
+132,196
New +$11.4M 3.03% 15

Other funds holding ARES

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCI
Stableford Capital II Scottsdale, Arizona $288M AUM 21.3% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
JRPIM
Journey Retirement Planning & Investment Management Ammon, Idaho $140M AUM 16.06% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Overbrook Management Corp's ARES Position: Q3 2026 in Review

Overbrook Management Corp reduced its Ares Management (ARES) stake by 78% in Q3 2026, selling an estimated $2.68M and leaving 5,862 shares worth $681K. The position accounts for 0.11% of the portfolio, ranked #41.

Overbrook Management Corp first reported a position in ARES in Q2 2023 and has held it in 14 quarters since. The position peaked at $24.1M in Q4 2025. 35 funds tracked by Wall St. Rank hold ARES as of Q3 2026.

  • Overbrook Management Corp held 5,862 shares of Ares Management worth $681K as of Q3 2026.
  • Overbrook Management Corp sold 20,507 Ares Management shares in Q3 2026, an estimated $2.68M.
  • Ares Management made up 0.11% of Overbrook Management Corp's portfolio in Q3 2026, its #41 holding.
  • Overbrook Management Corp first reported a position in Ares Management in Q2 2023 and has held it in 14 quarters since.
  • Overbrook Management Corp's Ares Management position peaked at $24.1M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Ares Management as of Q3 2026.

Based on Overbrook Management Corp's 13F filing for Q3 2026, filed 8 Oct 2026.