EWA
AOMR

EP Wealth Advisors’s Angel Oak Mortgage REIT AOMR Stock Holding History

EP Wealth Advisors’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
Q1 		– Sell
-17,921
Closed -$154K – 1502
2025
Q4 		$154K Buy
+17,921
New +$160K ﹤0.01% 1421

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

EP Wealth Advisors's AOMR Position: Q1 2026 in Review

EP Wealth Advisors sold out of Angel Oak Mortgage REIT (AOMR) in Q1 2026, closing a stake of 17,921 shares — an estimated $154K sold.

EP Wealth Advisors first reported a position in AOMR in Q4 2025 and held it in 1 quarter. The position peaked at $154K in Q4 2025. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • EP Wealth Advisors reported no remaining Angel Oak Mortgage REIT position as of Q1 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 17,921 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $154K.
  • EP Wealth Advisors first reported a position in Angel Oak Mortgage REIT in Q4 2025 and held it in 1 quarter.
  • EP Wealth Advisors's Angel Oak Mortgage REIT position peaked at $154K in Q4 2025.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.