Angel Oak Mortgage REIT, Inc.
AOMR- Exchange
- NYSE
- Industry
- Real Estate
- SEC CIK
- 0001766478
In the last 90 days, Angel Oak Mortgage REIT, Inc. insiders filed 1 open-market purchase and 1 sale; 81 institutions reported holding it in 13F filings for Q2 2026, worth $150.4M in total; no superinvestor holds it.
13F holders, Q1 2023
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 46
- −1 vs. Q4 2022
- Shares held
- 28.1M
- +7.28M (+35.0%) vs. Q4 2022
- Total value
- $205.3M
- +$102.6M (+100.0%) vs. Q4 2022
- New holders
- 4
- 19 more added
- Sold out
- 5
- 12 more reduced
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AOMR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 81 | $150.4M |
| Q1 2026 | 84 | $142.7M |
| Q4 2025 | 80 | $156.6M |
| Q3 2025 | 80 | $165.4M |
| Q2 2025 | 83 | $157.2M |
| Q1 2025 | 79 | $165.7M |
| Q4 2024 | 73 | $159.9M |
| Q3 2024 | 75 | $183.4M |
| Q2 2024 | 58 | $263.5M |
| Q1 2024 | 50 | $215.3M |
| Q4 2023 | 50 | $212.0M |
| Q3 2023 | 43 | $167.4M |
| Q2 2023 | 46 | $162.6M |
| Q1 2023 | 46 | $205.3M |
| Q4 2022 | 47 | $102.6M |
| Q3 2022 | 45 | $253.8M |
| Q2 2022 | 44 | $273.1M |
| Q1 2022 | 43 | $331.8M |
| Q4 2021 | 39 | $301.1M |
| Q3 2021 | 34 | $295.2M |
| Q2 2021 | 26 | $287.9M |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davidson Kempner Capital Management LP | 7,389,791 | $53.9M | 1.13% | 00.0% | Unchanged |
| Davidson Kempner Partners | 7,389,791 | $53.9M | 1.34% | +7,389,791 | New |
| Morgan Stanley | 5,172,071 | $37.8M | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,105,263 | $15.4M | 0.02% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,539,945 | $11.2M | 3.40% | −52,356−3.3% | Reduced |
| Masters Capital Management LLC | 1,000,000 | $7.30M | 1.75% | 00.0% | Unchanged |
| BlackRock Inc. | 942,914 | $6.88M | 0.00% | +9,281+1.0% | Added |
| Vanguard Group Inc | 572,923 | $4.18M | 0.00% | +3,319+0.6% | Added |
| Amundi | 386,402 | $2.94M | 0.00% | +5,104+1.3% | Added |
| State Street Corp | 336,270 | $2.45M | 0.00% | +38,822+13.1% | Added |
| Geode Capital Management, LLC | 300,363 | $2.19M | 0.00% | +12,843+4.5% | Added |
| Wolverine Asset Management LLC | 185,048 | $1.35M | 0.02% | +72,554+64.5% | Added |
| Wells Fargo & Company | 139,735 | $1.02M | 0.00% | +4,083+3.0% | Added |
| Equitec Proprietary Markets, LLC | 124,829 | $911.3K | 0.86% | −104,665−45.6% | Reduced |
| Northern Trust Corp | 109,441 | $798.9K | 0.00% | +1,885+1.8% | Added |
| Bank of New York Mellon Corp | 74,853 | $546.4K | 0.00% | −20,481−21.5% | Reduced |
| UBS Group AG | 45,183 | $329.8K | 0.00% | −4,157−8.4% | Reduced |
| Charles Schwab Investment Management Inc | 37,444 | $273.3K | 0.00% | +1,433+4.0% | Added |
| Ameriprise Financial Inc | 33,765 | $246.5K | 0.00% | +2,984+9.7% | Added |
| State of Wisconsin Investment Board | 30,600 | $223.4K | 0.00% | +17,100+126.7% | Added |
| Nuveen Asset Management, LLC | 18,638 | $136.0K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,542 | $135.0K | 0.00% | +508+2.8% | Added |
| Cerity Partners LLC | 17,921 | $130.8K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 16,005 | $116.8K | 0.00% | −9,850−38.1% | Reduced |
| Bank of America Corp | 14,735 | $107.6K | 0.00% | +1,661+12.7% | Added |
| FMR LLC | 13,264 | $96.8K | 0.00% | +12,338+1,332.4% | Added |
| Mariner, LLC | 11,080 | $81.0K | 0.00% | −3,602−24.5% | Reduced |
| Goldman Sachs Group Inc | 10,250 | $74.8K | 0.00% | −51,346−83.4% | Reduced |
| Nisa Investment Advisors, LLC | 10,175 | $74.0K | 0.00% | +2,581+34.0% | Added |
| JPMorgan Chase & Co | 9,273 | $68.0K | 0.00% | +2,482+36.5% | Added |
| New York State Common Retirement Fund | 8,968 | $65.5K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,449 | $54.4K | 0.00% | +1,910+34.5% | Added |
| Barclays PLC | 6,038 | $44.1K | 0.00% | +2,834+88.5% | Added |
| American International Group, Inc. | 5,757 | $42.0K | 0.00% | +115+2.0% | Added |
| California State Teachers Retirement System | 4,435 | $32.4K | 0.00% | −327−6.9% | Reduced |
| STRS Ohio | 2,800 | $20.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,130 | $15.5K | 0.00% | +2,130 | New |
| Tower Research Capital LLC (TRC) | 1,643 | $12.0K | 0.00% | −2,705−62.2% | Reduced |
| Royal Bank of Canada | 1,667 | $12.0K | 0.00% | −94−5.3% | Reduced |
| Amalgamated Bank | 1,240 | $9.00K | 0.00% | −277−18.3% | Reduced |
| Legal & General Group Plc | 1,049 | $7.66K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 750 | $5.47K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 557 | $4.07K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 144 | $1.05K | 0.00% | +144 | New |
| Advisor Group Holdings, Inc. | 101 | $737 | 0.00% | +101 | New |
| Covestor Ltd | 12 | $0 | 0.00% | −7−36.8% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −50,941−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −81−100.0% | Sold out |