BRF
AOMR

B. Riley Financial’s Angel Oak Mortgage REIT AOMR Stock Holding History

B. Riley Financial’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
Q3 		– Sell
-24,728
Closed -$233K – 26
2025
Q2 		$233K Buy
+24,728
New +$225K 0.26% 29

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83.4M AUM 16.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

B. Riley Financial's AOMR Position: Q3 2025 in Review

B. Riley Financial sold out of Angel Oak Mortgage REIT (AOMR) in Q3 2025, closing a stake of 24,728 shares — an estimated $233K sold.

B. Riley Financial first reported a position in AOMR in Q2 2025 and held it in 1 quarter. The position peaked at $233K in Q2 2025. 80 funds tracked by Wall St. Rank hold AOMR as of Q3 2025.

  • B. Riley Financial reported no remaining Angel Oak Mortgage REIT position as of Q3 2025 after selling out during the quarter.
  • B. Riley Financial sold 24,728 Angel Oak Mortgage REIT shares in Q3 2025, an estimated $233K.
  • B. Riley Financial first reported a position in Angel Oak Mortgage REIT in Q2 2025 and held it in 1 quarter.
  • B. Riley Financial's Angel Oak Mortgage REIT position peaked at $233K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q3 2025.

Based on B. Riley Financial's 13F filing for Q3 2025, filed 3 Feb 2026.