C
AOMR

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
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

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

Covestor's AOMR Position: Q2 2026 in Review

Covestor increased its Angel Oak Mortgage REIT (AOMR) stake by 175% in Q2 2026, buying an estimated $844 and bringing the position to 154 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Covestor first reported a position in AOMR in Q3 2022 and has held it in 10 quarters since. The position peaked at $3K in Q3 2025. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Covestor held 154 shares of Angel Oak Mortgage REIT worth $1K as of Q2 2026.
  • Covestor bought 98 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $844.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #2036 holding.
  • Covestor first reported a position in Angel Oak Mortgage REIT in Q3 2022 and has held it in 10 quarters since.
  • Covestor's Angel Oak Mortgage REIT position peaked at $3K in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.