EWA
AOMR

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

EverSource 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 		$313 Buy
38
+26
+217% +$226 ﹤0.01% 4133
2025
Q4 		$103 Sell
12
-36
-75% -$322 ﹤0.01% 4097
2025
Q3 		$450 Buy
48
+40
+500% +$383 ﹤0.01% 3975
2025
Q2 		$75 Sell
8
-118
-94% -$1.07K ﹤0.01% 4159
2025
Q1 		$1.2K Buy
+126
New +$1.25K ﹤0.01% 3161

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

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

EverSource Wealth Advisors increased its Angel Oak Mortgage REIT (AOMR) stake by 217% in Q1 2026, buying an estimated $226 and bringing the position to 38 shares worth $313. The position accounts for ﹤0.01% of the portfolio, ranked #4133.

EverSource Wealth Advisors first reported a position in AOMR in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.2K in Q1 2025. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • EverSource Wealth Advisors held 38 shares of Angel Oak Mortgage REIT worth $313 as of Q1 2026.
  • EverSource Wealth Advisors bought 26 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $226.
  • Angel Oak Mortgage REIT made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4133 holding.
  • EverSource Wealth Advisors first reported a position in Angel Oak Mortgage REIT in Q1 2025 and has held it in 5 quarters since.
  • EverSource Wealth Advisors's Angel Oak Mortgage REIT position peaked at $1.2K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

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