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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 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.

Other share classesAOMDAOMN

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.

Institutional holdersQ4 2023: 50 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 heldQ4 2023: $212.0M
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, Q4 2023

Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q3 2023.

Institutions holding AOMR in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Farther Finance Advisors, LLC3$320.00%+3New
Ameritas Investment Partners, Inc.557$5.90K0.00%00.0%Unchanged
Metropolitan Life Insurance Co774$8.20K0.00%+774New
Legal & General Group Plc1,049$11.1K0.00%00.0%Unchanged
Amalgamated Bank1,115$12.0K0.00%−125−10.1%Reduced
Citigroup Inc1,647$17.5K0.00%+1,635+13,625.0%Added
California State Teachers Retirement System1,946$20.6K0.00%−663−25.4%Reduced
Russell Investments Group, Ltd.2,219$23.5K0.00%+89+4.2%Added
STRS Ohio2,800$29.0K0.00%00.0%Unchanged
Tower Research Capital LLC (TRC)3,259$34.5K0.00%+1,152+54.7%Added
Gladius Capital Management LP3,626$38.4K0.02%−143−3.8%Reduced
Royal Bank of Canada4,664$50.0K0.00%+2,679+135.0%Added
Deutsche Bank AG5,739$60.8K0.00%00.0%Unchanged
American International Group, Inc.5,876$62.3K0.00%−24−0.4%Reduced
MetLife Investment Management7,136$75.6K0.00%+7,136New
New York State Common Retirement Fund8,968$95.1K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC9,075$96.2K0.00%00.0%Unchanged
Bank of America Corp12,171$129.0K0.00%+3,894+47.0%Added
Raymond James & Associates12,957$137.3K0.00%00.0%Unchanged
O'Shaughnessy Asset Management, LLC13,317$141.2K0.00%+13,317New
Citadel Advisors LLC13,328$141.3K0.00%+13,328New
FMR LLC14,105$149.5K0.00%−622−4.2%Reduced
Barclays PLC16,177$171.5K0.00%+14,191+714.6%Added
Rappaport Reiches Capital Management, LLC17,921$190.0K0.07%+17,921New
Rhumbline Advisers17,935$190.1K0.00%−110−0.6%Reduced
Two Sigma Investments, LP20,389$216.1K0.00%+20,389New
Nuveen Asset Management, LLC21,497$227.9K0.00%+2,859+15.3%Added
JPMorgan Chase & Co22,108$234.3K0.00%+14,305+183.3%Added
Ameriprise Financial Inc27,104$287.3K0.00%−2,700−9.1%Reduced
State of Wisconsin Investment Board28,000$296.8K0.00%−2,200−7.3%Reduced
Advisor Group Holdings, Inc.28,195$298.8K0.00%+27,445+3,659.3%Added
Renaissance Technologies LLC32,900$349.0K0.00%+32,900New
Charles Schwab Investment Management Inc37,444$396.9K0.00%00.0%Unchanged
UBS Group AG37,493$397.4K0.00%−2,470−6.2%Reduced
D. E. Shaw & Co., Inc.37,567$398.2K0.00%+6,183+19.7%Added
Wolverine Asset Management LLC45,602$483.4K0.01%−65,030−58.8%Reduced
Goldman Sachs Group Inc57,424$608.7K0.00%+11,727+25.7%Added
Bank of New York Mellon Corp74,917$794.1K0.00%−3,861−4.9%Reduced
Northern Trust Corp131,009$1.39M0.00%−2,594−1.9%Reduced
Wells Fargo & Company162,105$1.72M0.00%−11,743−6.8%Reduced
State Street Corp307,403$3.26M0.00%+198+0.1%Added
Vivaldi Capital Management, LLC338,474$3.46M1.04%−10,000−2.9%Reduced
Geode Capital Management, LLC346,490$3.67M0.00%+21,959+6.8%Added
Amundi400,057$4.25M0.00%00.0%Unchanged
Vanguard Group Inc852,160$9.03M0.00%+96,180+12.7%Added
BlackRock Inc.1,003,457$10.6M0.00%+48,467+5.1%Added
Masters Capital Management LLC1,149,378$12.2M2.14%+157,378+15.9%Added
Canada Pension Plan Investment Board2,105,263$22.3M0.03%00.0%Unchanged
Morgan Stanley5,172,073$54.8M0.00%+10.0%Added
Davidson Kempner Capital Management LP7,389,791$78.3M1.38%00.0%Unchanged
Equitec Proprietary Markets, LLC0$00.00%−53,791−100.0%Sold out