Angel Oak Mortgage REITAOMR
13F holders, Q1 2026 (March 31)84holders +4
12new positions
10sold out
3famous investors
$8.22avg. 13F price*
At the end of Q1 2026, 84 institutions reported holding Angel Oak Mortgage REIT Inc. (AOMR) in their 13F filings, up 4 from Q4 2025. 12 opened new positions and 10 sold out. The largest holders were Morgan Stanley ($42.5M), Davidson Kempner Capital Management LP ($30.0M) and Victory Capital Management Inc. ($13.5M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Angel Oak Mortgage REIT Inc.
- CUSIP
- 03464Y108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 12 | $1.5M |
| Exits | 10 | $1.0M |
All 13F filers, Q4 2025 → Q1 2026: 770,543 shares bought and 1,596,563 shares sold, net −826,020 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 84 holders
| Morgan Stanley | 0.00% | No change | 5,172,061 | $42.5M |
| Davidson Kempner Capital Management LP | 0.82% | Reduce -11.7% | 3,652,673 | $30.0M |
| Victory Capital Management Inc. | 0.01% | Reduce -25.9% | 1,643,382 | $13.5M |
| Masters Capital Management LLC | 1.21% | No change | 1,000,000 | $8.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.8% | 906,638 | $7.5M |
| Vanguard Capital Management LLC | 0.00% | — | 779,690 | $6.4M |
| JPMorgan Chase & Co. | 0.00% | Add +193.0% | 575,035 | $4.7M |
| State Street Corp. | 0.00% | Reduce -0.6% | 416,735 | $3.4M |
| Geode Capital Management, LLC | 0.00% | Add +16.4% | 379,576 | $3.1M |
| Jacobs Asset Management, LLC | 1.84% | Add +30.4% | 375,000 | $3.1M |
| Wolverine Asset Management LLC | 0.10% | Reduce -20.5% | 229,882 | $1.9M |
| Wells Fargo & Company | 0.00% | Reduce -0.9% | 211,297 | $1.7M |
| Riverbridge Partners LLC | 0.04% | Add +8.0% | 197,392 | $1.6M |
| Penserra Capital Management LLC | 0.01% | Add +2.9% | 141,379 | $1.2M |
| North Ground Capital | 1.35% | Reduce -45.4% | 136,424 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +9.3% | 124,520 | $1.0M |
| Debussy Capital Management LP | 0.13% | Reduce -4.6% | 113,287 | $931K |
| Ameriprise Financial Inc. | 0.00% | Add +8.2% | 98,569 | $810K |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 95,838 | $788K |
| UBS Group AG | 0.00% | Reduce -25.8% | 95,339 | $784K |
| Goldman Sachs Group Inc. | 0.00% | Add +6.0% | 93,926 | $772K |
| Jacobs Levy Equity Management, Inc. | 0.00% | Reduce -10.1% | 90,741 | $746K |
| Vanguard Portfolio Management LLC | 0.00% | — | 82,800 | $681K |
| Two Sigma Investments, LP | 0.00% | Reduce -52.1% | 74,774 | $615K |
| State of Wisconsin Investment Board | 0.00% | Reduce -22.9% | 67,776 | $557K |
| Alpine Global Management, LLC | 0.09% | New | 62,438 | $513K |
| Bank of New York Mellon Corp | 0.00% | Reduce -12.4% | 48,714 | $400K |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.4% | 41,639 | $342K |
| Millennium Management | 0.00% | New | 40,750 | $335K |
| Renaissance Technologies | 0.00% | Add +6.6% | 31,223 | $257K |
| Rhumbline Advisers | 0.00% | Add +0.0% | 29,419 | $242K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -47.6% | 28,682 | $236K |
| Voya Investment Management LLC | 0.00% | No change | 27,116 | $223K |
| Alliancebernstein L.P. | 0.00% | No change | 20,380 | $175K |
| Invesco Ltd. | 0.00% | Reduce -44.2% | 19,978 | $164K |
| Mariner Investment Group LLC | 0.08% | New | 17,754 | $146K |
| Vident Advisory, LLC | 0.00% | New | 17,166 | $141K |
| Nuveen, LLC | 0.00% | No change | 16,062 | $132K |
| Sanders Morris Harris LLC | 0.02% | New | 16,000 | $132K |
| AQR Capital Management | 0.00% | Add +19.4% | 15,303 | $126K |
| Deutsche Bank AG | 0.00% | No change | 14,963 | $123K |
| FMR LLC | 0.00% | Reduce -8.8% | 14,882 | $122K |
| Qube Research & Technologies Ltd | 0.00% | Add +6.9% | 13,841 | $114K |
| Russell Investments Group, Ltd. | 0.00% | Add +160.7% | 13,661 | $112K |
| Bank of America Corp. | 0.00% | Add +23.1% | 11,490 | $94K |
| Prudential Financial Inc. | 0.00% | Add +11.7% | 11,440 | $94K |
| Brighton Jones LLC | 0.00% | New | 10,385 | $85K |
| T. Rowe Price Associates Inc. | 0.00% | New | 10,222 | $85K |
| Odyssean, LLC | 0.03% | New | 10,008 | $82K |
| New York State Common Retirement Fund | 0.00% | No change | 6,968 | $57K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +2.7% | 6,438 | $53K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -31.9% | 6,400 | $53K |
| Osaic Holdings, Inc. | 0.00% | Add +16.8% | 6,387 | $53K |
| Vanguard Global Advisers, LLC | 0.00% | — | 4,702 | $39K |
| Royal Bank of Canada | 0.00% | Add +94.0% | 4,062 | $33K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +236.6% | 3,386 | $28K |
| Barclays PLC | 0.00% | Reduce -84.3% | 3,343 | $27K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 3,099 | $25K |
| BNP Paribas Financial Markets | 0.00% | Add +2.5% | 3,033 | $25K |
| STRS Ohio | 0.00% | No change | 2,600 | $21K |
| Islay Capital Management, LLC | 0.01% | No change | 2,500 | $21K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.2% | 2,017 | $17K |
| Legal & General Group Plc | 0.00% | Reduce -8.1% | 1,049 | $9K |
| California State Teachers Retirement System | 0.00% | Reduce -11.6% | 735 | $6K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1391.7% | 716 | $6K |
| Citigroup Inc. | 0.00% | Add +101.7% | 698 | $6K |
| Cwm, LLC | 0.00% | Add +58.6% | 601 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 557 | $5K |
| Sterling Capital Management LLC | 0.00% | Reduce -37.3% | 329 | $3K |
| Rothschild Investment LLC | 0.00% | Add +103.1% | 132 | $1K |
| Optiver Holding B.V. | 0.00% | Reduce -44.4% | 120 | $986 |
| GAMMA Investing LLC | 0.00% | Add +97.1% | 67 | $551 |
| Cornerstone Financial Management LLC | 0.00% | No change | 66 | $543 |
| Bare Financial Services, Inc | 0.00% | New | 60 | $493 |
| EverSource Wealth Advisors, LLC | 0.00% | Add +216.7% | 38 | $313 |
| Essential Partners LLC | 0.00% | Add +666.7% | 23 | $189 |
| Allworth Financial LP | 0.00% | Add +1500.0% | 16 | $132 |
| Root Financial Partners, LLC | 0.00% | New | 16 | $132 |
| True Wealth Design, LLC | 0.00% | No change | 10 | $83 |
| IFP Advisors, Inc | 0.00% | Reduce -50.0% | 5 | $41 |
| Farther Finance Advisors, LLC | 0.00% | No change | 3 | $24 |
| GHP Investment Advisors, Inc. | 0.00% | New | 2 | $17 |
| MAI Capital Management | 0.00% | New | 1 | $9 |
| Covestor Ltd | 0.00% | Reduce -75.1% | 56 | $0 |
"% of holder's portfolio" is AOMR's weight in each manager's 13F, not the share of Angel Oak Mortgage REIT Inc. the manager owns.