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, Q1 2025
Institutional positions in Angel Oak Mortgage REIT, Inc. as of Mar 31, 2025. 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
- 79
- +7 vs. Q4 2024
- Shares held
- 17.4M
- +233.7K (+1.4%) vs. Q4 2024
- Total value
- $165.7M
- +$5.88M (+3.7%) vs. Q4 2024
- New holders
- 12
- 33 more added
- Sold out
- 5
- 21 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Angel Oak Mortgage REIT, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3 | $28 | 0.00% | −10−76.9% | Reduced |
| True Wealth Design, LLC | 14 | $134 | 0.00% | +14 | New |
| Rothschild Investment LLC | 100 | $953 | 0.00% | +25+33.3% | Added |
| Bessemer Group Inc | 130 | $1.00K | 0.00% | −10−7.1% | Reduced |
| Roble, Belko & Company, Inc | 53 | $1.00K | 0.00% | +1+1.9% | Added |
| EverSource Wealth Advisors, LLC | 126 | $1.20K | 0.00% | +126 | New |
| Sterling Capital Management LLC | 145 | $1.38K | 0.00% | −125−46.3% | Reduced |
| Robinswood Financial LLC | 200 | $1.91K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 197 | $2.00K | 0.00% | +152+337.8% | Added |
| Coldstream Capital Management Inc | 294 | $2.80K | 0.00% | +294 | New |
| Covestor Ltd | 349 | $3.00K | 0.00% | −11−3.1% | Reduced |
| Amalgamated Bank | 418 | $4.00K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 487 | $4.64K | 0.00% | −633−56.5% | Reduced |
| Ameritas Investment Partners, Inc. | 557 | $5.31K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 861 | $8.21K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 887 | $8.45K | 0.00% | −7,332−89.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,081 | $10.3K | 0.00% | −869−44.6% | Reduced |
| Legal & General Group Plc | 1,142 | $10.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,217 | $11.6K | 0.00% | −5,248−81.2% | Reduced |
| STRS Ohio | 2,600 | $24.8K | 0.00% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 3,099 | $29.5K | 0.00% | +3,099 | New |
| Russell Investments Group, Ltd. | 4,011 | $38.2K | 0.00% | +741+22.7% | Added |
| Advisor Group Holdings, Inc. | 4,207 | $40.1K | 0.00% | +2,407+133.7% | Added |
| Nisa Investment Advisors, LLC | 5,102 | $48.6K | 0.00% | −1,677−24.7% | Reduced |
| Royal Bank of Canada | 5,712 | $54.0K | 0.00% | +4,529+382.8% | Added |
| Corebridge Financial, Inc. | 5,821 | $55.5K | 0.00% | −86−1.5% | Reduced |
| Bank of America Corp | 6,945 | $66.2K | 0.00% | −5,270−43.1% | Reduced |
| New York State Common Retirement Fund | 6,968 | $66.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 7,127 | $67.9K | 0.00% | +312+4.6% | Added |
| Citigroup Inc | 9,549 | $91.0K | 0.00% | +110+1.2% | Added |
| M&T Bank Corp | 11,500 | $109.6K | 0.00% | +11,500 | New |
| State of Wyoming | 12,223 | $116.5K | 0.02% | +12,223 | New |
| Barclays PLC | 12,914 | $123.1K | 0.00% | −6,031−31.8% | Reduced |
| Alliancebernstein L.P. | 12,980 | $123.7K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 13,130 | $125.1K | 0.00% | −11,783−47.3% | Reduced |
| FMR LLC | 14,588 | $139.0K | 0.00% | +120+0.8% | Added |
| Deutsche Bank AG | 14,963 | $142.6K | 0.00% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 16,000 | $152.5K | 0.02% | +16,000 | New |
| Algert Global LLC | 16,190 | $154.3K | 0.00% | +5,106+46.1% | Added |
| Invesco Ltd. | 17,514 | $166.9K | 0.00% | +17,514 | New |
| Lazard Asset Management LLC | 17,836 | $169.0K | 0.00% | +3,051+20.6% | Added |
| Rappaport Reiches Capital Management, LLC | 17,921 | $170.8K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 18,468 | $176.0K | 0.00% | +18,468 | New |
| Rhumbline Advisers | 18,836 | $179.5K | 0.00% | +124+0.7% | Added |
| Voya Investment Management LLC | 20,109 | $191.6K | 0.00% | +8,087+67.3% | Added |
| Citadel Advisors LLC | 21,187 | $201.9K | 0.00% | +21,187 | New |
| Qube Research & Technologies Ltd | 27,407 | $261.2K | 0.00% | +27,407 | New |
| Nuveen, LLC | 33,222 | $316.6K | 0.00% | +33,222 | New |
| Charles Schwab Investment Management Inc | 40,398 | $385.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 42,000 | $400.3K | 0.00% | +15,300+57.3% | Added |
| State of Wisconsin Investment Board | 46,002 | $438.4K | 0.00% | −22,361−32.7% | Reduced |
| Jane Street Group, LLC | 47,219 | $450.0K | 0.00% | +9,012+23.6% | Added |
| Jacobs Levy Equity Management, Inc | 56,773 | $541.0K | 0.00% | −118,213−67.6% | Reduced |
| Ameriprise Financial Inc | 73,458 | $700.1K | 0.00% | −8,765−10.7% | Reduced |
| UBS Group AG | 74,161 | $706.8K | 0.00% | +20,897+39.2% | Added |
| Two Sigma Investments, LP | 78,596 | $749.0K | 0.00% | +13,502+20.7% | Added |
| Wolverine Asset Management LLC | 86,136 | $820.9K | 0.02% | +22,222+34.8% | Added |
| Renaissance Technologies LLC | 89,200 | $850.1K | 0.00% | +41,600+87.4% | Added |
| Ritholtz Wealth Management | 92,561 | $882.1K | 0.03% | +57,283+162.4% | Added |
| JPMorgan Chase & Co | 102,680 | $978.5K | 0.00% | +73,749+254.9% | Added |
| Vivaldi Capital Management, LLC | 110,105 | $1.05M | 0.17% | −165,583−60.1% | Reduced |
| Penserra Capital Management LLC | 117,075 | $1.11M | 0.02% | +20,356+21.0% | Added |
| Millennium Management LLC | 128,082 | $1.22M | 0.00% | +25,861+25.3% | Added |
| Northern Trust Corp | 135,751 | $1.29M | 0.00% | +1,360+1.0% | Added |
| Goldman Sachs Group Inc | 159,374 | $1.52M | 0.00% | +72,555+83.6% | Added |
| CF Capital LLC | 168,128 | $1.59M | 1.62% | +50,157+42.5% | Added |
| O'Shaughnessy Asset Management, LLC | 170,539 | $1.63M | 0.01% | +82,956+94.7% | Added |
| Marshall Wace, LLP | 178,503 | $1.70M | 0.00% | +9,551+5.7% | Added |
| Wells Fargo & Company | 196,748 | $1.88M | 0.00% | +11,783+6.4% | Added |
| Bank of New York Mellon Corp | 235,002 | $2.24M | 0.00% | +53,463+29.4% | Added |
| Jacobs Asset Management, LLC | 274,243 | $2.61M | 1.65% | −67,348−19.7% | Reduced |
| State Street Corp | 307,813 | $2.93M | 0.00% | −23,726−7.2% | Reduced |
| Geode Capital Management, LLC | 315,772 | $3.01M | 0.00% | +3,315+1.1% | Added |
| Amundi | 423,180 | $3.85M | 0.00% | +12,848+3.1% | Added |
| Vanguard Group Inc | 873,192 | $8.32M | 0.00% | +49,874+6.1% | Added |
| BlackRock, Inc. | 941,576 | $8.97M | 0.00% | −61,032−6.1% | Reduced |
| Masters Capital Management LLC | 1,100,000 | $10.5M | 2.22% | −15,000−1.3% | Reduced |
| Morgan Stanley | 5,172,071 | $49.3M | 0.00% | 00.0% | Unchanged |
| Davidson Kempner Capital Management LP | 5,181,869 | $49.4M | 0.70% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −59,630−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,842−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |