Essential Partners’s Angel Oak Mortgage REIT AOMR Stock Holding History

Essential Partners’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	$73	Buy	10 +5	+100%	+$43	﹤0.01%	2727
2026 Q2	$45	Sell	5 -18	-78%	-$155	﹤0.01%	2798
2026 Q1	$189	Buy	23 +20	+667%	+$174	﹤0.01%	2621
2025 Q4	$26	Sell	3 -230	-99%	-$2.06K	﹤0.01%	2698
2025 Q3	$2.18K	Buy	233 +227	+3,783%	+$2.17K	﹤0.01%	1766
2025 Q2	$57	Buy	+6	New	+$55	﹤0.01%	2136

Other funds holding AOMR

SMH

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

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

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

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's AOMR Position: Q3 2026 in Review

Essential Partners increased its Angel Oak Mortgage REIT (AOMR) stake by 100% in Q3 2026, buying an estimated $43 and bringing the position to 10 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #2727.

Essential Partners first reported a position in AOMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.18K in Q3 2025. 5 funds tracked by Wall St. Rank hold AOMR as of Q3 2026.

Essential Partners held 10 shares of Angel Oak Mortgage REIT worth $73 as of Q3 2026.
Essential Partners bought 5 Angel Oak Mortgage REIT shares in Q3 2026, an estimated $43.
Angel Oak Mortgage REIT made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2727 holding.
Essential Partners first reported a position in Angel Oak Mortgage REIT in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Angel Oak Mortgage REIT position peaked at $2.18K in Q3 2025.
5 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.