Form 13-F position report

ARES MGMT CORP COM CL A (DE)

Reported by ANGELES WEALTH MANAGEMENT LLC

ARES CUSIP 03990B101 Manager CIK 0001929170

Reported 198,635 shares, down 104 (0.1%) from the prior quarter.

Reported value 10.4%; share count -0.1% vs. the prior quarter.

Reduced
% of reported 13F value 2.38% This manager · Q4 2022
Shares 198,635 Quarter-end amount reported
Reported value $13,594,579 Fair value at quarter end
Consecutive quarters held 4 Through Q4 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2022-03-31 16144000
2022-06-30 11300000
2022-09-30 12312000
2022-12-31 13594579
2023-03-31 18116576
2023-06-30 20924522
2023-09-30 14841466
2023-12-31 17150999
2024-03-31 23050620
2024-06-30 23129411
2024-09-30 27013461
2024-12-31 30686911
2025-03-31 31382457
2025-06-30 37074326
2025-09-30 34119407
2025-12-31 1462105
2026-03-31 1015503
2026-06-30 361201
2026-09-30 281480

Quarterly position history

How this manager's reported quarter-end position changed over time.

19 quarters
Quarterly reported position history for ARES MGMT CORP COM CL A (DE) held by ANGELES WEALTH MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q3 2026 Reduced 2,423 -822 (-25.3%) 0.01% $281,480 2026-10-26
Q2 2026 Reduced 3,245 -6,063 (-65.1%) 0.02% $361,201 2026-07-28
Q1 2026 Added 9,308 +262 (2.9%) 0.06% $1,015,503 2026-05-06
Q4 2025 Reduced 9,046 -204,347 (-95.8%) 0.08% $1,462,105 2026-02-17
Q3 2025 Reduced 213,393 -662 (-0.3%) 2.09% $34,119,407 2025-11-12
Q2 2025 Added 214,055 +1 (0.0%) 2.54% $37,074,326 2025-07-29
Q1 2025 Added 214,054 +40,711 (23.5%) 2.61% $31,382,457 2025-05-07
Q4 2024 Added 173,343 +2 (0.0%) 2.53% $30,686,911 2025-01-28
Q3 2024 Reduced 173,341 -199 (-0.1%) 2.33% $27,013,461 2024-10-29
Q2 2024 Added 173,540 +201 (0.1%) 2.17% $23,129,411 2024-08-07
Q1 2024 Added 173,339 +29,116 (20.2%) 2.31% $23,050,620 2024-05-08
Q4 2023 Reduced 144,223 -51 (0.0%) 2.09% $17,150,999 2024-02-13
Q3 2023 Reduced 144,274 -72,898 (-33.6%) 2.1% $14,841,466 2023-10-27
Q2 2023 Added 217,172 +51 (0.0%) 2.85% $20,924,522 2023-08-10
Q1 2023 Added 217,121 +18,486 (9.3%) 2.69% $18,116,576 2023-05-11
Q4 2022 Reduced 198,635 -104 (-0.1%) 2.38% $13,594,579 2023-02-14
Q3 2022 Unchanged 198,739 0 (0.0%) 2.44% $12,312,000 2022-11-03
Q2 2022 Unchanged 198,739 0 (0.0%) 2.26% $11,300,000 2022-08-04
Q1 2022 New 198,739 +198,739 (0.0%) 3.05% $16,144,000 2022-05-16

Who else reported the position

460 managers reported ARES MGMT CORP COM CL A (DE) for Q4 2022.

Managers reporting ARES MGMT CORP COM CL A (DE) in Q4 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
WELLINGTON MANAGEMENT GROUP LLP Reduced 19,437,499 -1,003,934 0.27% $1,330,302,432 15 qtrs
VANGUARD GROUP INC Added 14,790,463 +974,280 0.03% $1,012,259,287 17 qtrs
SUMITOMO MITSUI FINANCIAL GROUP INC Unchanged 13,364,740 0 34.6% $914,682,806 12 qtrs
Capital World Investors Unchanged 10,060,602 0 0.15% $688,547,601 17 qtrs
BlackRock Inc Added 9,916,721 +3,919,990 0.02% $678,700,392 17 qtrs
Capital International Investors Unchanged 6,585,110 0 0.12% $450,684,928 17 qtrs
HMI Capital Management L P Reduced 3,818,853 -168,735 11.17% $261,362,299 12 qtrs
FRANKLIN RESOURCES INC Added 3,270,329 +576,848 0.12% $223,821,317 15 qtrs
STATE STREET CORPORATION Added 2,879,312 +540,081 0.01% $197,060,113 17 qtrs
Bank of America Corporation Reduced 2,665,045 -141,563 0.02% $182,395,671 17 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2022
Filed
February 14, 2023
Filing type
13F-HR
Position type
CL A COM STK

Voting authority reported

Sole
198,635
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.