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, Q2 2024
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Jun 30, 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
- 58
- +8 vs. Q1 2024
- Shares held
- 20.1M
- +143.4K (+0.7%) vs. Q1 2024
- Total value
- $263.5M
- +$48.2M (+22.4%) vs. Q1 2024
- New holders
- 13
- 20 more added
- Sold out
- 5
- 14 more reduced
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Davidson Kempner Capital Management LP | 7,389,791 | $96.8M | 1.60% | 00.0% | Unchanged |
| Morgan Stanley | 5,172,072 | $67.8M | 0.01% | +10.0% | Added |
| Canada Pension Plan Investment Board | 2,105,263 | $27.6M | 0.03% | 00.0% | Unchanged |
| Masters Capital Management LLC | 1,115,000 | $14.6M | 2.62% | −35,000−3.0% | Reduced |
| BlackRock Inc. | 1,074,347 | $14.1M | 0.00% | +73,566+7.4% | Added |
| Vanguard Group Inc | 884,870 | $11.6M | 0.00% | +20,502+2.4% | Added |
| Geode Capital Management, LLC | 382,014 | $5.01M | 0.00% | +11,308+3.1% | Added |
| Amundi | 410,332 | $4.92M | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 327,978 | $4.30M | 1.22% | −10,496−3.1% | Reduced |
| State Street Corp | 323,080 | $4.23M | 0.00% | −3,763−1.2% | Reduced |
| Wells Fargo & Company | 151,705 | $1.99M | 0.00% | −8,007−5.0% | Reduced |
| Northern Trust Corp | 132,508 | $1.74M | 0.00% | −2,063−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 75,153 | $984.5K | 0.01% | +17,580+30.5% | Added |
| Goldman Sachs Group Inc | 43,762 | $573.3K | 0.00% | −7,229−14.2% | Reduced |
| Charles Schwab Investment Management Inc | 39,840 | $521.9K | 0.00% | +2,396+6.4% | Added |
| Ritholtz Wealth Management | 39,212 | $513.7K | 0.02% | +10,171+35.0% | Added |
| Bank of New York Mellon Corp | 34,459 | $451.4K | 0.00% | +126+0.4% | Added |
| State of Wisconsin Investment Board | 32,500 | $425.8K | 0.00% | +3,900+13.6% | Added |
| Invesco Ltd. | 31,833 | $417.0K | 0.00% | +31,833 | New |
| Two Sigma Investments, LP | 31,250 | $409.4K | 0.00% | +8,708+38.6% | Added |
| Renaissance Technologies LLC | 25,200 | $330.1K | 0.00% | +4,400+21.2% | Added |
| UBS Group AG | 23,860 | $312.6K | 0.00% | −12,863−35.0% | Reduced |
| Raymond James & Associates | 23,135 | $303.1K | 0.00% | +10,178+78.6% | Added |
| Ameriprise Financial Inc | 22,020 | $288.5K | 0.00% | −1,084−4.7% | Reduced |
| Nuveen Asset Management, LLC | 21,497 | $281.6K | 0.00% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 20,425 | $267.6K | 0.00% | −5,190−20.3% | Reduced |
| Rhumbline Advisers | 18,398 | $241.0K | 0.00% | +42+0.2% | Added |
| Rappaport Reiches Capital Management, LLC | 17,921 | $234.8K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 17,491 | $229.1K | 0.00% | −7,080−28.8% | Reduced |
| Kingsview Wealth Management, LLC | 16,734 | $219.2K | 0.01% | +16,734 | New |
| FMR LLC | 14,191 | $185.9K | 0.00% | +87+0.6% | Added |
| Advisory Services Network, LLC | 13,842 | $181.3K | 0.00% | +13,842 | New |
| Jane Street Group, LLC | 12,996 | $170.2K | 0.00% | +12,996 | New |
| Deutsche Bank AG | 11,275 | $147.7K | 0.00% | +6,019+114.5% | Added |
| Alliancebernstein L.P. | 11,110 | $145.5K | 0.00% | +11,110 | New |
| Nisa Investment Advisors, LLC | 9,075 | $118.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,222 | $108.0K | 0.00% | +7,950+2,922.8% | Added |
| MetLife Investment Management | 7,429 | $97.3K | 0.00% | +7,429 | New |
| JPMorgan Chase & Co | 7,059 | $92.5K | 0.00% | −18,020−71.9% | Reduced |
| New York State Common Retirement Fund | 6,968 | $91.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,508 | $85.3K | 0.00% | +6,508 | New |
| Bank of America Corp | 6,436 | $84.3K | 0.00% | +1,337+26.2% | Added |
| Corebridge Financial, Inc. | 6,392 | $83.7K | 0.00% | +6,392 | New |
| Barclays PLC | 4,009 | $52.5K | 0.00% | −4,186−51.1% | Reduced |
| Citigroup Inc | 3,086 | $40.4K | 0.00% | +425+16.0% | Added |
| Gladius Capital Management LP | 2,647 | $34.7K | 0.03% | +2,647 | New |
| Russell Investments Group, Ltd. | 2,636 | $34.5K | 0.00% | +147+5.9% | Added |
| STRS Ohio | 2,600 | $34.1K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,164 | $28.3K | 0.00% | −1,001−31.6% | Reduced |
| Legal & General Group Plc | 1,142 | $15.0K | 0.00% | +93+8.9% | Added |
| California State Teachers Retirement System | 861 | $11.3K | 0.00% | −328−27.6% | Reduced |
| Ameritas Investment Partners, Inc. | 557 | $7.30K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 500 | $6.55K | 0.00% | +500 | New |
| Amalgamated Bank | 418 | $5.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $2.62K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 99 | $1.30K | 0.00% | +99 | New |
| Farther Finance Advisors, LLC | 3 | $39 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 15 | $0 | 0.00% | +15 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −19,079−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −5,826−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −4,638−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |