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, Q4 2024
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Dec 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
- 73
- −1 vs. Q3 2024
- Shares held
- 17.2M
- −398.1K (−2.3%) vs. Q3 2024
- Total value
- $159.9M
- −$23.3M (−12.7%) vs. Q3 2024
- New holders
- 7
- 30 more added
- Sold out
- 8
- 17 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 45 | $0 | 0.00% | +20+80.0% | Added |
| Roble, Belko & Company, Inc | 52 | $0 | 0.00% | +42+420.0% | Added |
| Farther Finance Advisors, LLC | 13 | $121 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $696 | 0.00% | +75 | New |
| Bessemer Group Inc | 140 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $1.86K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 270 | $2.51K | 0.00% | +241+831.0% | Added |
| Covestor Ltd | 360 | $3.00K | 0.00% | +360 | New |
| Amalgamated Bank | 418 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 557 | $5.17K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 861 | $7.99K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,000 | $9.28K | 0.00% | +1,000 | New |
| Point72 (DIFC) Ltd | 1,120 | $10.4K | 0.00% | +1,117+37,233.3% | Added |
| Legal & General Group Plc | 1,142 | $10.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 1,161 | $10.8K | 0.00% | −1,117−49.0% | Reduced |
| Royal Bank of Canada | 1,183 | $11.0K | 0.00% | −7,271−86.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,800 | $16.7K | 0.00% | +875+94.6% | Added |
| Tower Research Capital LLC (TRC) | 1,950 | $18.1K | 0.00% | +81+4.3% | Added |
| STRS Ohio | 2,600 | $24.1K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 3,270 | $30.3K | 0.00% | +738+29.1% | Added |
| Corebridge Financial, Inc. | 5,907 | $54.8K | 0.00% | −446−7.0% | Reduced |
| National Bank of Canada | 6,000 | $55.7K | 0.00% | +3,500+140.0% | Added |
| Public Employees Retirement System of Ohio | 6,465 | $60.0K | 0.00% | +2,300+55.2% | Added |
| Nisa Investment Advisors, LLC | 6,779 | $62.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 6,815 | $63.2K | 0.00% | +304+4.7% | Added |
| New York State Common Retirement Fund | 6,968 | $64.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 8,219 | $76.3K | 0.00% | +8,219 | New |
| Citigroup Inc | 9,439 | $87.6K | 0.00% | +248+2.7% | Added |
| Jump Financial, LLC | 10,842 | $100.6K | 0.00% | −5,275−32.7% | Reduced |
| Algert Global LLC | 11,084 | $102.9K | 0.00% | 00.0% | Unchanged |
| Voya Investment Management LLC | 12,022 | $111.6K | 0.00% | +12,022 | New |
| Bank of America Corp | 12,215 | $113.4K | 0.00% | −845,440−98.6% | Reduced |
| Alliancebernstein L.P. | 12,980 | $120.5K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 14,468 | $134.3K | 0.00% | +120+0.8% | Added |
| Lazard Asset Management LLC | 14,785 | $137.0K | 0.00% | +4,282+40.8% | Added |
| Deutsche Bank AG | 14,963 | $138.9K | 0.00% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 16,062 | $149.1K | 0.00% | −5,435−25.3% | Reduced |
| Rappaport Reiches Capital Management, LLC | 17,921 | $166.3K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,712 | $173.6K | 0.00% | −2,943−13.6% | Reduced |
| Barclays PLC | 18,945 | $175.8K | 0.00% | +3,132+19.8% | Added |
| Cubist Systematic Strategies, LLC | 24,913 | $231.2K | 0.00% | −15,998−39.1% | Reduced |
| Two Sigma Advisers, LP | 26,700 | $247.8K | 0.00% | +7,300+37.6% | Added |
| JPMorgan Chase & Co | 28,931 | $268.5K | 0.00% | +1,730+6.4% | Added |
| Ritholtz Wealth Management | 35,278 | $327.4K | 0.01% | −16,584−32.0% | Reduced |
| Jane Street Group, LLC | 38,207 | $354.6K | 0.00% | −8,086−17.5% | Reduced |
| Charles Schwab Investment Management Inc | 40,398 | $374.9K | 0.00% | +3,577+9.7% | Added |
| Renaissance Technologies LLC | 47,600 | $441.7K | 0.00% | −88,900−65.1% | Reduced |
| UBS Group AG | 53,264 | $494.3K | 0.00% | +27,715+108.5% | Added |
| D. E. Shaw & Co., Inc. | 59,630 | $553.4K | 0.00% | +15,661+35.6% | Added |
| Wolverine Asset Management LLC | 63,914 | $593.1K | 0.01% | +4,895+8.3% | Added |
| Two Sigma Investments, LP | 65,094 | $604.1K | 0.00% | −44,013−40.3% | Reduced |
| State of Wisconsin Investment Board | 68,363 | $634.4K | 0.00% | +5,991+9.6% | Added |
| Ameriprise Financial Inc | 82,223 | $763.0K | 0.00% | +50,739+161.2% | Added |
| Goldman Sachs Group Inc | 86,819 | $805.7K | 0.00% | −17,020−16.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 87,583 | $812.8K | 0.01% | −32,187−26.9% | Reduced |
| Penserra Capital Management LLC | 96,719 | $897.0K | 0.02% | +96,719 | New |
| Millennium Management LLC | 102,221 | $948.6K | 0.00% | +34,977+52.0% | Added |
| CF Capital LLC | 117,971 | $1.09M | 1.18% | +117,971 | New |
| Northern Trust Corp | 134,391 | $1.25M | 0.00% | +22,141+19.7% | Added |
| Marshall Wace, LLP | 168,952 | $1.57M | 0.00% | +60,135+55.3% | Added |
| Jacobs Levy Equity Management, Inc | 174,986 | $1.62M | 0.01% | +29,695+20.4% | Added |
| Bank of New York Mellon Corp | 181,539 | $1.68M | 0.00% | +90,844+100.2% | Added |
| Wells Fargo & Company | 184,965 | $1.72M | 0.00% | +70,990+62.3% | Added |
| Vivaldi Capital Management, LLC | 275,688 | $2.79M | 0.43% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 312,457 | $2.90M | 0.00% | +8,316+2.7% | Added |
| State Street Corp | 331,539 | $3.08M | 0.00% | −2,450−0.7% | Reduced |
| Jacobs Asset Management, LLC | 341,591 | $3.17M | 2.03% | +248,131+265.5% | Added |
| Amundi | 410,332 | $4.02M | 0.00% | 00.0% | Unchanged |
| Vanguard Group Inc | 823,318 | $7.64M | 0.00% | −75,361−8.4% | Reduced |
| BlackRock, Inc. | 1,002,608 | $9.30M | 0.00% | −9,577−0.9% | Reduced |
| Masters Capital Management LLC | 1,115,000 | $10.3M | 1.77% | 00.0% | Unchanged |
| Morgan Stanley | 5,172,071 | $48.0M | 0.00% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 5,181,869 | $48.1M | 0.85% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −66,726−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −39,395−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −28,182−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −13,842−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |