Covestor’s Angel Oak Mortgage REIT AOMR Stock Holding History

Covestor’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 Q3	$1K	Buy	157 +3	+2%	+$26	﹤0.01%	2022
2026 Q2	$1K	Buy	154 +98	+175%	+$844	﹤0.01%	2036
2026 Q1	$0	Sell	56 -169	-75%	-$1.47K	﹤0.01%	2226
2025 Q4	$2K	Sell	225 -80	-26%	-$715	﹤0.01%	1889
2025 Q3	$3K	Sell	305 -17	-5%	-$163	﹤0.01%	1873
2025 Q2	$3K	Sell	322 -27	-8%	-$245	﹤0.01%	1779
2025 Q1	$3K	Sell	349 -11	-3%	-$109	﹤0.01%	1768
2024 Q4	$3K	Buy	+360	New	+$3.44K	﹤0.01%	1782
2023 Q2	–	Sell	-12	Closed	–	–	2098
2023 Q1	$0	Sell	12 -7	-37%	-$52	﹤0.01%	1980
2022 Q4	$0	Buy	19 +4	+27%	+$33	﹤0.01%	2024
2022 Q3	$0	Buy	+15	New	+$212	﹤0.01%	1943

Other funds holding AOMR

State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Covestor's AOMR Position: Q3 2026 in Review

Covestor increased its Angel Oak Mortgage REIT (AOMR) stake by 1.9% in Q3 2026, buying an estimated $26 and bringing the position to 157 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Covestor first reported a position in AOMR in Q3 2022 and has held it in 11 quarters since. The position peaked at $3K in Q3 2025. 14 funds tracked by Wall St. Rank hold AOMR as of Q3 2026.

Covestor held 157 shares of Angel Oak Mortgage REIT worth $1K as of Q3 2026.
Covestor bought 3 Angel Oak Mortgage REIT shares in Q3 2026, an estimated $26.
Angel Oak Mortgage REIT made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #2022 holding.
Covestor first reported a position in Angel Oak Mortgage REIT in Q3 2022 and has held it in 11 quarters since.
Covestor's Angel Oak Mortgage REIT position peaked at $3K in Q3 2025.
14 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.