ASN
AOMR

Advisory Services Network’s Angel Oak Mortgage REIT AOMR Stock Holding History

Advisory Services Network’s Portfolio AOMR Stock Details AOMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-7
Closed -$66 – 1910
2025
Q3 		$66 Buy
+7
New +$67 ﹤0.01% 4434
2024
Q4 		– Sell
-13,842
Closed -$181K – 1573
2024
Q3 		$181K Hold
13,842
– – ﹤0.01% 1411
2024
Q2 		$181K Buy
+13,842
New +$161K ﹤0.01% 1411

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Advisory Services Network's AOMR Position: Q4 2025 in Review

Advisory Services Network sold out of Angel Oak Mortgage REIT (AOMR) in Q4 2025, closing a stake of 7 shares — an estimated $66 sold.

Advisory Services Network first reported a position in AOMR in Q2 2024 and held it in 3 quarters. The position peaked at $181K in Q3 2024. 80 funds tracked by Wall St. Rank hold AOMR as of Q4 2025.

  • Advisory Services Network reported no remaining Angel Oak Mortgage REIT position as of Q4 2025 after selling out during the quarter.
  • Advisory Services Network sold 7 Angel Oak Mortgage REIT shares in Q4 2025, an estimated $66.
  • Advisory Services Network first reported a position in Angel Oak Mortgage REIT in Q2 2024 and held it in 3 quarters.
  • Advisory Services Network's Angel Oak Mortgage REIT position peaked at $181K in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q4 2025.

Based on Advisory Services Network's 13F filing for Q4 2025, filed 17 Feb 2026.