AG
AOMR

Algert Global’s Angel Oak Mortgage REIT AOMR Stock Holding History

Algert Global’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
-14,710
Closed -$138K – 1134
2025
Q3 		$138K Buy
14,710
+3,730
+34% +$35.7K ﹤0.01% 1069
2025
Q2 		$103K Sell
10,980
-5,210
-32% -$47.3K ﹤0.01% 1137
2025
Q1 		$154K Buy
16,190
+5,106
+46% +$50.7K ﹤0.01% 1105
2024
Q4 		$103K Hold
11,084
– – ﹤0.01% 1118
2024
Q3 		$116K Buy
+11,084
New +$128K ﹤0.01% 1103

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

Algert Global's AOMR Position: Q4 2025 in Review

Algert Global sold out of Angel Oak Mortgage REIT (AOMR) in Q4 2025, closing a stake of 14,710 shares — an estimated $138K sold.

Algert Global first reported a position in AOMR in Q3 2024 and held it in 5 quarters. The position peaked at $154K in Q1 2025. 80 funds tracked by Wall St. Rank hold AOMR as of Q4 2025.

  • Algert Global reported no remaining Angel Oak Mortgage REIT position as of Q4 2025 after selling out during the quarter.
  • Algert Global sold 14,710 Angel Oak Mortgage REIT shares in Q4 2025, an estimated $138K.
  • Algert Global first reported a position in Angel Oak Mortgage REIT in Q3 2024 and held it in 5 quarters.
  • Algert Global's Angel Oak Mortgage REIT position peaked at $154K in Q1 2025.
  • 80 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q4 2025.

Based on Algert Global's 13F filing for Q4 2025, filed 17 Feb 2026.