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, Q3 2024
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Sep 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
- 75
- +18 vs. Q2 2024
- Shares held
- 17.6M
- −1.46M (−7.7%) vs. Q2 2024
- Total value
- $183.4M
- −$65.9M (−26.4%) vs. Q2 2024
- New holders
- 23
- 25 more added
- Sold out
- 5
- 13 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 25 | $0 | 0.00% | +10+66.7% | Added |
| Roble, Belko & Company, Inc | 10 | $0 | 0.00% | +10 | New |
| Point72 (DIFC) Ltd | 3 | $31 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 13 | $136 | 0.00% | +10+333.3% | Added |
| Sterling Capital Management LLC | 29 | $302 | 0.00% | +29 | New |
| Bessemer Group Inc | 140 | $1.00K | 0.00% | +140 | New |
| SRS Capital Advisors, Inc. | 99 | $1.03K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $2.09K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 418 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 557 | $5.81K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 861 | $8.98K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 925 | $9.64K | 0.00% | −16,566−94.7% | Reduced |
| Legal & General Group Plc | 1,142 | $11.9K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 1,600 | $16.7K | 0.00% | +1,600 | New |
| Tower Research Capital LLC (TRC) | 1,869 | $19.5K | 0.00% | −295−13.6% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,278 | $23.8K | 0.00% | +2,278 | New |
| National Bank of Canada | 2,500 | $26.1K | 0.00% | +2,500 | New |
| Russell Investments Group, Ltd. | 2,532 | $26.4K | 0.00% | −104−3.9% | Reduced |
| Gladius Capital Management LP | 2,588 | $27.0K | 0.02% | −59−2.2% | Reduced |
| STRS Ohio | 2,600 | $27.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 3,808 | $39.7K | 0.00% | +3,808 | New |
| Public Employees Retirement System of Ohio | 4,165 | $43.4K | 0.00% | +4,165 | New |
| Corebridge Financial, Inc. | 6,353 | $66.3K | 0.00% | −39−0.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 6,511 | $67.9K | 0.00% | +30.0% | Added |
| Nisa Investment Advisors, LLC | 6,779 | $70.7K | 0.00% | −2,296−25.3% | Reduced |
| New York State Common Retirement Fund | 6,968 | $72.7K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 8,454 | $88.0K | 0.00% | +232+2.8% | Added |
| Citigroup Inc | 9,191 | $95.9K | 0.00% | +6,105+197.8% | Added |
| Lazard Asset Management LLC | 10,503 | $109.0K | 0.00% | +10,503 | New |
| Algert Global LLC | 11,084 | $115.6K | 0.00% | +11,084 | New |
| Alliancebernstein L.P. | 12,980 | $135.4K | 0.00% | +1,870+16.8% | Added |
| FMR LLC | 14,348 | $149.7K | 0.00% | +157+1.1% | Added |
| Deutsche Bank AG | 14,963 | $156.1K | 0.00% | +3,688+32.7% | Added |
| Barclays PLC | 15,813 | $164.9K | 0.00% | +11,804+294.4% | Added |
| Jump Financial, LLC | 16,117 | $168.1K | 0.00% | +16,117 | New |
| Advisory Services Network, LLC | 13,842 | $181.3K | 0.00% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 17,921 | $186.9K | 0.05% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 19,400 | $202.3K | 0.00% | +19,400 | New |
| Nuveen Asset Management, LLC | 21,497 | $224.2K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,655 | $225.9K | 0.00% | +3,257+17.7% | Added |
| Raymond James & Associates | 23,135 | $241.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 25,549 | $266.5K | 0.00% | +1,689+7.1% | Added |
| JPMorgan Chase & Co | 27,201 | $283.7K | 0.00% | +20,142+285.3% | Added |
| Arrowstreet Capital, Limited Partnership | 28,182 | $293.9K | 0.00% | +28,182 | New |
| Ameriprise Financial Inc | 31,484 | $328.4K | 0.00% | +9,464+43.0% | Added |
| Charles Schwab Investment Management Inc | 36,821 | $384.0K | 0.00% | −3,019−7.6% | Reduced |
| ExodusPoint Capital Management, LP | 39,395 | $411.0K | 0.00% | +39,395 | New |
| Cubist Systematic Strategies, LLC | 40,911 | $426.7K | 0.01% | +40,911 | New |
| D. E. Shaw & Co., Inc. | 43,969 | $458.6K | 0.00% | +23,544+115.3% | Added |
| Jane Street Group, LLC | 46,293 | $482.8K | 0.00% | +33,297+256.2% | Added |
| Ritholtz Wealth Management | 51,862 | $540.9K | 0.02% | +12,650+32.3% | Added |
| Wolverine Asset Management LLC | 59,019 | $615.6K | 0.01% | +59,019 | New |
| State of Wisconsin Investment Board | 62,372 | $650.5K | 0.00% | +29,872+91.9% | Added |
| Citadel Advisors LLC | 66,726 | $696.0K | 0.00% | +66,726 | New |
| Millennium Management LLC | 67,244 | $701.4K | 0.00% | +67,244 | New |
| Bank of New York Mellon Corp | 90,695 | $946.0K | 0.00% | +56,236+163.2% | Added |
| Jacobs Asset Management, LLC | 93,460 | $974.8K | 0.64% | +93,460 | New |
| Goldman Sachs Group Inc | 103,839 | $1.08M | 0.00% | +60,077+137.3% | Added |
| Marshall Wace, LLP | 108,817 | $1.13M | 0.00% | +108,817 | New |
| Two Sigma Investments, LP | 109,107 | $1.14M | 0.00% | +77,857+249.1% | Added |
| Northern Trust Corp | 112,250 | $1.17M | 0.00% | −20,258−15.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 119,770 | $1.18M | 0.01% | +44,617+59.4% | Added |
| Wells Fargo & Company | 113,975 | $1.19M | 0.00% | −37,730−24.9% | Reduced |
| Renaissance Technologies LLC | 136,500 | $1.42M | 0.00% | +111,300+441.7% | Added |
| Jacobs Levy Equity Management, Inc | 145,291 | $1.52M | 0.01% | +145,291 | New |
| Vivaldi Capital Management, LLC | 275,688 | $2.88M | 0.83% | −52,290−15.9% | Reduced |
| Geode Capital Management, LLC | 304,141 | $3.17M | 0.00% | −77,873−20.4% | Reduced |
| State Street Corp | 333,989 | $3.48M | 0.00% | +10,909+3.4% | Added |
| Amundi | 410,332 | $4.10M | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 857,655 | $8.95M | 0.00% | +851,219+13,225.9% | Added |
| Vanguard Group Inc | 898,679 | $9.37M | 0.00% | +13,809+1.6% | Added |
| BlackRock, Inc. | 1,012,185 | $10.6M | 0.00% | +1,012,185 | New |
| Masters Capital Management LLC | 1,115,000 | $11.6M | 2.24% | 00.0% | Unchanged |
| Morgan Stanley | 5,172,071 | $53.9M | 0.00% | −10.0% | Reduced |
| Davidson Kempner Capital Management LP | 5,181,869 | $54.0M | 1.17% | −2,207,922−29.9% | Reduced |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −2,105,263−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −31,833−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −16,734−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −7,429−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |