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, 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.
| 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, Q2 2023
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ameritas Investment Partners, Inc. | 557 | $4.59K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 750 | $6.18K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,000 | $8.24K | 0.00% | +899+890.1% | Added |
| Legal & General Group Plc | 1,049 | $8.64K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 1,240 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,408 | $11.6K | 0.00% | −235−14.3% | Reduced |
| Royal Bank of Canada | 1,438 | $12.0K | 0.00% | −229−13.7% | Reduced |
| Russell Investments Group, Ltd. | 2,130 | $17.6K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,511 | $20.7K | 0.00% | −3,527−58.4% | Reduced |
| STRS Ohio | 2,800 | $23.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,526 | $29.1K | 0.00% | +3,526 | New |
| California State Teachers Retirement System | 3,933 | $32.4K | 0.00% | −502−11.3% | Reduced |
| American International Group, Inc. | 5,690 | $46.9K | 0.00% | −67−1.2% | Reduced |
| Deutsche Bank AG | 5,739 | $47.3K | 0.00% | −1,710−23.0% | Reduced |
| Nisa Investment Advisors, LLC | 7,615 | $62.7K | 0.00% | −2,560−25.2% | Reduced |
| New York State Common Retirement Fund | 8,968 | $73.9K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 10,134 | $83.5K | 0.00% | +861+9.3% | Added |
| Bank of America Corp | 10,685 | $88.0K | 0.00% | −4,050−27.5% | Reduced |
| FMR LLC | 13,614 | $112.2K | 0.00% | +350+2.6% | Added |
| Raymond James & Associates | 13,757 | $113.4K | 0.00% | +13,757 | New |
| Virtu Financial LLC | 14,975 | $123.0K | 0.01% | +14,975 | New |
| Rhumbline Advisers | 18,166 | $149.7K | 0.00% | −376−2.0% | Reduced |
| Nuveen Asset Management, LLC | 18,638 | $153.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 18,717 | $154.2K | 0.00% | +18,717 | New |
| Two Sigma Investments, LP | 25,226 | $207.9K | 0.00% | +25,226 | New |
| Millennium Management LLC | 29,274 | $241.2K | 0.00% | +29,274 | New |
| Ameriprise Financial Inc | 30,804 | $253.8K | 0.00% | −2,961−8.8% | Reduced |
| Charles Schwab Investment Management Inc | 37,444 | $308.5K | 0.00% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 38,200 | $314.8K | 0.00% | +7,600+24.8% | Added |
| Goldman Sachs Group Inc | 41,320 | $340.5K | 0.00% | +31,070+303.1% | Added |
| UBS Group AG | 47,317 | $389.9K | 0.00% | +2,134+4.7% | Added |
| Bank of New York Mellon Corp | 80,529 | $663.6K | 0.00% | +5,676+7.6% | Added |
| Equitec Proprietary Markets, LLC | 117,376 | $967.2K | 0.68% | −7,453−6.0% | Reduced |
| Northern Trust Corp | 123,956 | $1.02M | 0.00% | +14,515+13.3% | Added |
| Wells Fargo & Company | 157,071 | $1.29M | 0.00% | +17,336+12.4% | Added |
| Wolverine Asset Management LLC | 184,659 | $1.52M | 0.03% | −389−0.2% | Reduced |
| Geode Capital Management, LLC | 301,653 | $2.49M | 0.00% | +1,290+0.4% | Added |
| State Street Corp | 322,686 | $2.66M | 0.00% | −13,584−4.0% | Reduced |
| Amundi | 389,849 | $3.16M | 0.00% | +3,447+0.9% | Added |
| Vivaldi Capital Management, LLC | 394,691 | $3.25M | 1.00% | −1,145,254−74.4% | Reduced |
| Vanguard Group Inc | 577,610 | $4.76M | 0.00% | +4,687+0.8% | Added |
| Masters Capital Management LLC | 1,000,000 | $8.24M | 1.67% | 00.0% | Unchanged |
| BlackRock Inc. | 1,000,282 | $8.24M | 0.00% | +57,368+6.1% | Added |
| Canada Pension Plan Investment Board | 2,105,263 | $17.3M | 0.03% | 00.0% | Unchanged |
| Morgan Stanley | 5,172,071 | $42.6M | 0.00% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 7,389,791 | $60.9M | 1.28% | 00.0% | Unchanged |
| Cerity Partners LLC | 0 | $0 | 0.00% | −17,921−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,005−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,080−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Davidson Kempner Partners | – | – | – | – | Not filed |