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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.

Other share classesAOMDAOMN

13F holders, Q2 2023

Institutional positions in Angel Oak Mortgage REIT, Inc. as of Jun 30, 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. Q1 2023
Shares held
19.7M
−975.4K (−4.7%) vs. Q1 2023
Total value
$162.6M
+$11.3M (+7.4%) vs. Q1 2023
New holders
6
13 more added
Sold out
5
14 more reduced

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 46 institutions
Q1 2021: 0 institutionsQ2 2021: 26 institutionsQ3 2021: 34 institutionsQ4 2021: 39 institutionsQ1 2022: 43 institutionsQ2 2022: 44 institutionsQ3 2022: 45 institutionsQ4 2022: 47 institutionsQ1 2023: 46 institutionsQ2 2023: 46 institutionsQ3 2023: 43 institutionsQ4 2023: 50 institutionsQ1 2024: 50 institutionsQ2 2024: 58 institutionsQ3 2024: 75 institutionsQ4 2024: 73 institutionsQ1 2025: 79 institutionsQ2 2025: 83 institutionsQ3 2025: 80 institutionsQ4 2025: 80 institutionsQ1 2026: 84 institutionsQ2 2026: 81 institutions
Value heldQ2 2023: $162.6M
Q1 2021: $0Q2 2021: $287.9MQ3 2021: $295.2MQ4 2021: $301.1MQ1 2022: $331.8MQ2 2022: $273.1MQ3 2022: $253.8MQ4 2022: $102.6MQ1 2023: $205.3MQ2 2023: $162.6MQ3 2023: $167.4MQ4 2023: $212.0MQ1 2024: $215.3MQ2 2024: $263.5MQ3 2024: $183.4MQ4 2024: $159.9MQ1 2025: $165.7MQ2 2025: $157.2MQ3 2025: $165.4MQ4 2025: $156.6MQ1 2026: $142.7MQ2 2026: $150.4M
Institutions holding AOMR and their total value by quarter
QuarterHoldersValue
Q2 202681$150.4M
Q1 202684$142.7M
Q4 202580$156.6M
Q3 202580$165.4M
Q2 202583$157.2M
Q1 202579$165.7M
Q4 202473$159.9M
Q3 202475$183.4M
Q2 202458$263.5M
Q1 202450$215.3M
Q4 202350$212.0M
Q3 202343$167.4M
Q2 202346$162.6M
Q1 202346$205.3M
Q4 202247$102.6M
Q3 202245$253.8M
Q2 202244$273.1M
Q1 202243$331.8M
Q4 202139$301.1M
Q3 202134$295.2M
Q2 202126$287.9M
Q1 20210$0

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q1 2023.

Institutions holding AOMR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Davidson Kempner Capital Management LP7,389,791$60.9M1.28%00.0%Unchanged
Morgan Stanley5,172,071$42.6M0.00%00.0%Unchanged
Canada Pension Plan Investment Board2,105,263$17.3M0.03%00.0%Unchanged
BlackRock Inc.1,000,282$8.24M0.00%+57,368+6.1%Added
Masters Capital Management LLC1,000,000$8.24M1.67%00.0%Unchanged
Vanguard Group Inc577,610$4.76M0.00%+4,687+0.8%Added
Vivaldi Capital Management, LLC394,691$3.25M1.00%−1,145,254−74.4%Reduced
Amundi389,849$3.16M0.00%+3,447+0.9%Added
State Street Corp322,686$2.66M0.00%−13,584−4.0%Reduced
Geode Capital Management, LLC301,653$2.49M0.00%+1,290+0.4%Added
Wolverine Asset Management LLC184,659$1.52M0.03%−389−0.2%Reduced
Wells Fargo & Company157,071$1.29M0.00%+17,336+12.4%Added
Northern Trust Corp123,956$1.02M0.00%+14,515+13.3%Added
Equitec Proprietary Markets, LLC117,376$967.2K0.68%−7,453−6.0%Reduced
Bank of New York Mellon Corp80,529$663.6K0.00%+5,676+7.6%Added
UBS Group AG47,317$389.9K0.00%+2,134+4.7%Added
Goldman Sachs Group Inc41,320$340.5K0.00%+31,070+303.1%Added
State of Wisconsin Investment Board38,200$314.8K0.00%+7,600+24.8%Added
Charles Schwab Investment Management Inc37,444$308.5K0.00%00.0%Unchanged
Ameriprise Financial Inc30,804$253.8K0.00%−2,961−8.8%Reduced
Millennium Management LLC29,274$241.2K0.00%+29,274New
Two Sigma Investments, LP25,226$207.9K0.00%+25,226New
D. E. Shaw & Co., Inc.18,717$154.2K0.00%+18,717New
Nuveen Asset Management, LLC18,638$153.6K0.00%00.0%Unchanged
Rhumbline Advisers18,166$149.7K0.00%−376−2.0%Reduced
Virtu Financial LLC14,975$123.0K0.01%+14,975New
Raymond James & Associates13,757$113.4K0.00%+13,757New
FMR LLC13,614$112.2K0.00%+350+2.6%Added
Bank of America Corp10,685$88.0K0.00%−4,050−27.5%Reduced
JPMorgan Chase & Co10,134$83.5K0.00%+861+9.3%Added
New York State Common Retirement Fund8,968$73.9K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC7,615$62.7K0.00%−2,560−25.2%Reduced
Deutsche Bank AG5,739$47.3K0.00%−1,710−23.0%Reduced
American International Group, Inc.5,690$46.9K0.00%−67−1.2%Reduced
California State Teachers Retirement System3,933$32.4K0.00%−502−11.3%Reduced
Citigroup Inc3,526$29.1K0.00%+3,526New
STRS Ohio2,800$23.0K0.00%00.0%Unchanged
Barclays PLC2,511$20.7K0.00%−3,527−58.4%Reduced
Russell Investments Group, Ltd.2,130$17.6K0.00%00.0%Unchanged
Royal Bank of Canada1,438$12.0K0.00%−229−13.7%Reduced
Tower Research Capital LLC (TRC)1,408$11.6K0.00%−235−14.3%Reduced
Amalgamated Bank1,240$10.0K0.00%00.0%Unchanged
Legal & General Group Plc1,049$8.64K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.1,000$8.24K0.00%+899+890.1%Added
The PNC Financial Services Group, Inc.750$6.18K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.557$4.59K0.00%00.0%Unchanged
Cerity Partners LLC0$00.00%−17,921−100.0%Sold out
Squarepoint Ops LLC0$00.00%−16,005−100.0%Sold out
Mariner, LLC0$00.00%−11,080−100.0%Sold out
Ellevest, Inc.0$00.00%−144−100.0%Sold out
Covestor Ltd0$00.00%−12−100.0%Sold out
Davidson Kempner Partners––––Not filed