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, Q1 2024
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 20.0M
- −3.93K (0.0%) vs. Q4 2023
- Total value
- $215.3M
- +$3.35M (+1.6%) vs. Q4 2023
- New holders
- 5
- 13 more added
- Sold out
- 5
- 21 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davidson Kempner Capital Management LP | 7,389,791 | $79.4M | 1.18% | 00.0% | Unchanged |
| Morgan Stanley | 5,172,071 | $55.5M | 0.00% | −20.0% | Reduced |
| Canada Pension Plan Investment Board | 2,105,263 | $22.6M | 0.02% | 00.0% | Unchanged |
| Masters Capital Management LLC | 1,150,000 | $12.4M | 2.33% | +622+0.1% | Added |
| BlackRock Inc. | 1,000,781 | $10.7M | 0.00% | −2,676−0.3% | Reduced |
| Vanguard Group Inc | 864,368 | $9.28M | 0.00% | +12,208+1.4% | Added |
| Amundi | 410,332 | $4.60M | 0.00% | +10,275+2.6% | Added |
| Geode Capital Management, LLC | 370,706 | $3.98M | 0.00% | +24,216+7.0% | Added |
| Vivaldi Capital Management, LLC | 338,474 | $3.92M | 1.14% | 00.0% | Unchanged |
| State Street Corp | 326,843 | $3.51M | 0.00% | +19,440+6.3% | Added |
| Wells Fargo & Company | 159,712 | $1.72M | 0.00% | −2,393−1.5% | Reduced |
| Northern Trust Corp | 134,571 | $1.45M | 0.00% | +3,562+2.7% | Added |
| O'Shaughnessy Asset Management, LLC | 57,573 | $618.3K | 0.01% | +44,256+332.3% | Added |
| Goldman Sachs Group Inc | 50,991 | $547.6K | 0.00% | −6,433−11.2% | Reduced |
| Charles Schwab Investment Management Inc | 37,444 | $402.1K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 36,723 | $394.4K | 0.00% | −770−2.1% | Reduced |
| Bank of New York Mellon Corp | 34,333 | $368.7K | 0.00% | −40,584−54.2% | Reduced |
| Ritholtz Wealth Management | 29,041 | $311.9K | 0.01% | +29,041 | New |
| State of Wisconsin Investment Board | 28,600 | $307.2K | 0.00% | +600+2.1% | Added |
| D. E. Shaw & Co., Inc. | 25,615 | $275.1K | 0.00% | −11,952−31.8% | Reduced |
| JPMorgan Chase & Co | 25,079 | $269.3K | 0.00% | +2,971+13.4% | Added |
| Advisor Group Holdings, Inc. | 24,571 | $263.8K | 0.00% | −3,624−12.9% | Reduced |
| Ameriprise Financial Inc | 23,104 | $248.1K | 0.00% | −4,000−14.8% | Reduced |
| Two Sigma Investments, LP | 22,542 | $242.1K | 0.00% | +2,153+10.6% | Added |
| Nuveen Asset Management, LLC | 21,497 | $230.9K | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 20,800 | $223.0K | 0.00% | −12,100−36.8% | Reduced |
| HRT Financial LP | 19,079 | $204.0K | 0.00% | +19,079 | New |
| Rhumbline Advisers | 18,356 | $197.1K | 0.00% | +421+2.3% | Added |
| Rappaport Reiches Capital Management, LLC | 17,921 | $192.5K | 0.06% | 00.0% | Unchanged |
| FMR LLC | 14,104 | $151.5K | 0.00% | −10.0% | Reduced |
| Raymond James & Associates | 12,957 | $139.2K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 9,075 | $97.5K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 8,195 | $88.0K | 0.00% | −7,982−49.3% | Reduced |
| New York State Common Retirement Fund | 6,968 | $74.8K | 0.00% | −2,000−22.3% | Reduced |
| American International Group, Inc. | 5,826 | $62.6K | 0.00% | −50−0.9% | Reduced |
| Deutsche Bank AG | 5,256 | $56.4K | 0.00% | −483−8.4% | Reduced |
| Bank of America Corp | 5,099 | $54.8K | 0.00% | −7,072−58.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,638 | $49.8K | 0.02% | +4,638 | New |
| Tower Research Capital LLC (TRC) | 3,165 | $34.0K | 0.00% | −94−2.9% | Reduced |
| Citigroup Inc | 2,661 | $28.6K | 0.00% | +1,014+61.6% | Added |
| STRS Ohio | 2,600 | $27.0K | 0.00% | −200−7.1% | Reduced |
| Russell Investments Group, Ltd. | 2,489 | $26.7K | 0.00% | +270+12.2% | Added |
| California State Teachers Retirement System | 1,189 | $12.8K | 0.00% | −757−38.9% | Reduced |
| Legal & General Group Plc | 1,049 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 557 | $5.98K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 418 | $4.00K | 0.00% | −697−62.5% | Reduced |
| Royal Bank of Canada | 272 | $3.00K | 0.00% | −4,392−94.2% | Reduced |
| Qube Research & Technologies Ltd | 19 | $204 | 0.00% | +19 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $118 | 0.00% | +11 | New |
| Farther Finance Advisors, LLC | 3 | $32 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −45,602−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −13,328−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −7,136−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −774−100.0% | Sold out |