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
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

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

Essential Partners's AOMR Position: Q2 2026 in Review

Essential Partners reduced its Angel Oak Mortgage REIT (AOMR) stake by 78% in Q2 2026, selling an estimated $155 and leaving 5 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #2798.

Essential Partners first reported a position in AOMR in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.18K in Q3 2025. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Essential Partners held 5 shares of Angel Oak Mortgage REIT worth $45 as of Q2 2026.
  • Essential Partners sold 18 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $155.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #2798 holding.
  • Essential Partners first reported a position in Angel Oak Mortgage REIT in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Angel Oak Mortgage REIT position peaked at $2.18K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.