CCM
AOMR

Coldstream Capital Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-294
Closed -$2.8K – 1232
2025
Q1 		$2.8K Buy
+294
New +$2.92K ﹤0.01% 2898

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
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coldstream Capital Management's AOMR Position: Q2 2025 in Review

Coldstream Capital Management sold out of Angel Oak Mortgage REIT (AOMR) in Q2 2025, closing a stake of 294 shares — an estimated $2.8K sold.

Coldstream Capital Management first reported a position in AOMR in Q1 2025 and held it in 1 quarter. The position peaked at $2.8K in Q1 2025. 83 funds tracked by Wall St. Rank hold AOMR as of Q2 2025.

  • Coldstream Capital Management reported no remaining Angel Oak Mortgage REIT position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 294 Angel Oak Mortgage REIT shares in Q2 2025, an estimated $2.8K.
  • Coldstream Capital Management first reported a position in Angel Oak Mortgage REIT in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Angel Oak Mortgage REIT position peaked at $2.8K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.