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