Ameriprise
AOMR

Ameriprise’s Angel Oak Mortgage REIT AOMR Stock Holding History

Ameriprise’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
2026
Q2 		$834K Sell
91,293
-7,276
-7% -$62.6K ﹤0.01% 3481
2026
Q1 		$810K Buy
98,569
+7,424
+8% +$64.6K ﹤0.01% 3396
2025
Q4 		$785K Sell
91,145
-619
-0.7% -$5.54K ﹤0.01% 3448
2025
Q3 		$860K Buy
91,764
+27,897
+44% +$267K ﹤0.01% 3431
2025
Q2 		$602K Sell
63,867
-9,591
-13% -$87.1K ﹤0.01% 3468
2025
Q1 		$700K Sell
73,458
-8,765
-11% -$87.1K ﹤0.01% 3366
2024
Q4 		$763K Buy
82,223
+50,739
+161% +$486K ﹤0.01% 3361
2024
Q3 		$328K Buy
31,484
+9,464
+43% +$109K ﹤0.01% 3616
2024
Q2 		$288K Sell
22,020
-1,084
-5% -$12.6K ﹤0.01% 3596
2024
Q1 		$248K Sell
23,104
-4,000
-15% -$42.3K ﹤0.01% 3634
2023
Q4 		$287K Sell
27,104
-2,700
-9% -$25.6K ﹤0.01% 3626
2023
Q3 		$254K Sell
29,804
-1,000
-3% -$9.07K ﹤0.01% 3629
2023
Q2 		$254K Sell
30,804
-2,961
-9% -$22.8K ﹤0.01% 3658
2023
Q1 		$246K Buy
33,765
+2,984
+10% +$22K ﹤0.01% 3668
2022
Q4 		$133K Buy
30,781
+5,836
+23% +$48.2K ﹤0.01% 3772
2022
Q3 		$299K Sell
24,945
-1,872
-7% -$26.4K ﹤0.01% 3583
2022
Q2 		$347K Buy
26,817
+5,247
+24% +$77.5K ﹤0.01% 3521
2022
Q1 		$354K Sell
21,570
-4,150
-16% -$68.7K ﹤0.01% 3587
2021
Q4 		$421K Buy
+25,720
New +$443K ﹤0.01% 3571

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Ameriprise's AOMR Position: Q2 2026 in Review

Ameriprise reduced its Angel Oak Mortgage REIT (AOMR) stake by 7.4% in Q2 2026, selling an estimated $62.6K and leaving 91,293 shares worth $834K. The position accounts for ﹤0.01% of the portfolio, ranked #3481.

Ameriprise first reported a position in AOMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $860K in Q3 2025. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Ameriprise held 91,293 shares of Angel Oak Mortgage REIT worth $834K as of Q2 2026.
  • Ameriprise sold 7,276 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $62.6K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Ameriprise's portfolio in Q2 2026, its #3481 holding.
  • Ameriprise first reported a position in Angel Oak Mortgage REIT in Q4 2021 and has held it in 19 quarters since.
  • Ameriprise's Angel Oak Mortgage REIT position peaked at $860K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Ameriprise's 13F filing for Q2 2026, filed 14 Aug 2026.