EP
AOMR

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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $4.65B 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 $677M AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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