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 2 open-market purchases 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 |
|---|---|---|---|---|---|
| Covestor Ltd | 12 | $0 | 0.00% | −7−36.8% | Reduced |
| Advisor Group Holdings, Inc. | 101 | $737 | 0.00% | +101 | New |
| Ellevest, Inc. | 144 | $1.05K | 0.00% | +144 | New |
| Ameritas Investment Partners, Inc. | 557 | $4.07K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 750 | $5.47K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,049 | $7.66K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,240 | $9.00K | 0.00% | −277−18.3% | Reduced |
| 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 |
| Russell Investments Group, Ltd. | 2,130 | $15.5K | 0.00% | +2,130 | New |
| STRS Ohio | 2,800 | $20.0K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 4,435 | $32.4K | 0.00% | −327−6.9% | Reduced |
| American International Group, Inc. | 5,757 | $42.0K | 0.00% | +115+2.0% | Added |
| Barclays PLC | 6,038 | $44.1K | 0.00% | +2,834+88.5% | Added |
| Deutsche Bank AG | 7,449 | $54.4K | 0.00% | +1,910+34.5% | Added |
| New York State Common Retirement Fund | 8,968 | $65.5K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 9,273 | $68.0K | 0.00% | +2,482+36.5% | Added |
| Nisa Investment Advisors, LLC | 10,175 | $74.0K | 0.00% | +2,581+34.0% | Added |
| Goldman Sachs Group Inc | 10,250 | $74.8K | 0.00% | −51,346−83.4% | Reduced |
| Mariner, LLC | 11,080 | $81.0K | 0.00% | −3,602−24.5% | Reduced |
| FMR LLC | 13,264 | $96.8K | 0.00% | +12,338+1,332.4% | Added |
| Bank of America Corp | 14,735 | $107.6K | 0.00% | +1,661+12.7% | Added |
| Squarepoint Ops LLC | 16,005 | $116.8K | 0.00% | −9,850−38.1% | Reduced |
| Cerity Partners LLC | 17,921 | $130.8K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,542 | $135.0K | 0.00% | +508+2.8% | Added |
| Nuveen Asset Management, LLC | 18,638 | $136.0K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 30,600 | $223.4K | 0.00% | +17,100+126.7% | Added |
| Ameriprise Financial Inc | 33,765 | $246.5K | 0.00% | +2,984+9.7% | Added |
| Charles Schwab Investment Management Inc | 37,444 | $273.3K | 0.00% | +1,433+4.0% | Added |
| UBS Group AG | 45,183 | $329.8K | 0.00% | −4,157−8.4% | Reduced |
| Bank of New York Mellon Corp | 74,853 | $546.4K | 0.00% | −20,481−21.5% | Reduced |
| Northern Trust Corp | 109,441 | $798.9K | 0.00% | +1,885+1.8% | Added |
| Equitec Proprietary Markets, LLC | 124,829 | $911.3K | 0.86% | −104,665−45.6% | Reduced |
| Wells Fargo & Company | 139,735 | $1.02M | 0.00% | +4,083+3.0% | Added |
| Wolverine Asset Management LLC | 185,048 | $1.35M | 0.02% | +72,554+64.5% | Added |
| Geode Capital Management, LLC | 300,363 | $2.19M | 0.00% | +12,843+4.5% | Added |
| State Street Corp | 336,270 | $2.45M | 0.00% | +38,822+13.1% | Added |
| Amundi | 386,402 | $2.94M | 0.00% | +5,104+1.3% | Added |
| Vanguard Group Inc | 572,923 | $4.18M | 0.00% | +3,319+0.6% | Added |
| BlackRock Inc. | 942,914 | $6.88M | 0.00% | +9,281+1.0% | Added |
| Masters Capital Management LLC | 1,000,000 | $7.30M | 1.75% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 1,539,945 | $11.2M | 3.40% | −52,356−3.3% | Reduced |
| Canada Pension Plan Investment Board | 2,105,263 | $15.4M | 0.02% | 00.0% | Unchanged |
| Morgan Stanley | 5,172,071 | $37.8M | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |