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, Q4 2023
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Dec 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
- 50
- +7 vs. Q3 2023
- Shares held
- 20.0M
- +360.0K (+1.8%) vs. Q3 2023
- Total value
- $212.0M
- +$44.6M (+26.6%) vs. Q3 2023
- New holders
- 8
- 17 more added
- Sold out
- 1
- 14 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davidson Kempner Capital Management LP | 7,389,791 | $78.3M | 1.38% | 00.0% | Unchanged |
| Morgan Stanley | 5,172,073 | $54.8M | 0.00% | +10.0% | Added |
| Canada Pension Plan Investment Board | 2,105,263 | $22.3M | 0.03% | 00.0% | Unchanged |
| Masters Capital Management LLC | 1,149,378 | $12.2M | 2.14% | +157,378+15.9% | Added |
| BlackRock Inc. | 1,003,457 | $10.6M | 0.00% | +48,467+5.1% | Added |
| Vanguard Group Inc | 852,160 | $9.03M | 0.00% | +96,180+12.7% | Added |
| Amundi | 400,057 | $4.25M | 0.00% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 346,490 | $3.67M | 0.00% | +21,959+6.8% | Added |
| Vivaldi Capital Management, LLC | 338,474 | $3.46M | 1.04% | −10,000−2.9% | Reduced |
| State Street Corp | 307,403 | $3.26M | 0.00% | +198+0.1% | Added |
| Wells Fargo & Company | 162,105 | $1.72M | 0.00% | −11,743−6.8% | Reduced |
| Northern Trust Corp | 131,009 | $1.39M | 0.00% | −2,594−1.9% | Reduced |
| Bank of New York Mellon Corp | 74,917 | $794.1K | 0.00% | −3,861−4.9% | Reduced |
| Goldman Sachs Group Inc | 57,424 | $608.7K | 0.00% | +11,727+25.7% | Added |
| Wolverine Asset Management LLC | 45,602 | $483.4K | 0.01% | −65,030−58.8% | Reduced |
| D. E. Shaw & Co., Inc. | 37,567 | $398.2K | 0.00% | +6,183+19.7% | Added |
| UBS Group AG | 37,493 | $397.4K | 0.00% | −2,470−6.2% | Reduced |
| Charles Schwab Investment Management Inc | 37,444 | $396.9K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 32,900 | $349.0K | 0.00% | +32,900 | New |
| Advisor Group Holdings, Inc. | 28,195 | $298.8K | 0.00% | +27,445+3,659.3% | Added |
| State of Wisconsin Investment Board | 28,000 | $296.8K | 0.00% | −2,200−7.3% | Reduced |
| Ameriprise Financial Inc | 27,104 | $287.3K | 0.00% | −2,700−9.1% | Reduced |
| JPMorgan Chase & Co | 22,108 | $234.3K | 0.00% | +14,305+183.3% | Added |
| Nuveen Asset Management, LLC | 21,497 | $227.9K | 0.00% | +2,859+15.3% | Added |
| Two Sigma Investments, LP | 20,389 | $216.1K | 0.00% | +20,389 | New |
| Rhumbline Advisers | 17,935 | $190.1K | 0.00% | −110−0.6% | Reduced |
| Rappaport Reiches Capital Management, LLC | 17,921 | $190.0K | 0.07% | +17,921 | New |
| Barclays PLC | 16,177 | $171.5K | 0.00% | +14,191+714.6% | Added |
| FMR LLC | 14,105 | $149.5K | 0.00% | −622−4.2% | Reduced |
| Citadel Advisors LLC | 13,328 | $141.3K | 0.00% | +13,328 | New |
| O'Shaughnessy Asset Management, LLC | 13,317 | $141.2K | 0.00% | +13,317 | New |
| Raymond James & Associates | 12,957 | $137.3K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 12,171 | $129.0K | 0.00% | +3,894+47.0% | Added |
| Nisa Investment Advisors, LLC | 9,075 | $96.2K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 8,968 | $95.1K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 7,136 | $75.6K | 0.00% | +7,136 | New |
| American International Group, Inc. | 5,876 | $62.3K | 0.00% | −24−0.4% | Reduced |
| Deutsche Bank AG | 5,739 | $60.8K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,664 | $50.0K | 0.00% | +2,679+135.0% | Added |
| Gladius Capital Management LP | 3,626 | $38.4K | 0.02% | −143−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 3,259 | $34.5K | 0.00% | +1,152+54.7% | Added |
| STRS Ohio | 2,800 | $29.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,219 | $23.5K | 0.00% | +89+4.2% | Added |
| California State Teachers Retirement System | 1,946 | $20.6K | 0.00% | −663−25.4% | Reduced |
| Citigroup Inc | 1,647 | $17.5K | 0.00% | +1,635+13,625.0% | Added |
| Amalgamated Bank | 1,115 | $12.0K | 0.00% | −125−10.1% | Reduced |
| Legal & General Group Plc | 1,049 | $11.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 774 | $8.20K | 0.00% | +774 | New |
| Ameritas Investment Partners, Inc. | 557 | $5.90K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $32 | 0.00% | +3 | New |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −53,791−100.0% | Sold out |