Geode Capital Management
AOMR

Geode Capital Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Geode Capital Management’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 		$3.12M Buy
379,576
+53,528
+16% +$466K ﹤0.01% 2954
2025
Q4 		$2.81M Buy
326,048
+12,215
+4% +$109K ﹤0.01% 3043
2025
Q3 		$2.94M Sell
313,833
-7,251
-2% -$69.4K ﹤0.01% 3042
2025
Q2 		$3.03M Buy
321,084
+5,312
+2% +$48.3K ﹤0.01% 2989
2025
Q1 		$3.01M Buy
315,772
+3,315
+1% +$32.9K ﹤0.01% 2885
2024
Q4 		$2.9M Buy
312,457
+8,316
+3% +$79.6K ﹤0.01% 2997
2024
Q3 		$3.17M Sell
304,141
-77,873
-20% -$899K ﹤0.01% 2964
2024
Q2 		$5.01M Buy
382,014
+11,308
+3% +$132K ﹤0.01% 2726
2024
Q1 		$3.98M Buy
370,706
+24,216
+7% +$256K ﹤0.01% 2820
2023
Q4 		$3.67M Buy
346,490
+21,959
+7% +$208K ﹤0.01% 2855
2023
Q3 		$2.77M Buy
324,531
+22,878
+8% +$207K ﹤0.01% 2945
2023
Q2 		$2.49M Buy
301,653
+1,290
+0.4% +$9.95K ﹤0.01% 3044
2023
Q1 		$2.19M Buy
300,363
+12,843
+4% +$94.9K ﹤0.01% 2987
2022
Q4 		$1.36M Buy
287,520
+112
+0% +$925 ﹤0.01% 3214
2022
Q3 		$3.44M Buy
287,408
+120,209
+72% +$1.7M ﹤0.01% 2875
2022
Q2 		$2.17M Buy
167,199
+24,982
+18% +$369K ﹤0.01% 3085
2022
Q1 		$2.33M Buy
142,217
+40,882
+40% +$676K ﹤0.01% 3181
2021
Q4 		$1.66M Buy
101,335
+48,655
+92% +$837K ﹤0.01% 3466
2021
Q3 		$891K Buy
+52,680
New +$936K ﹤0.01% 3743

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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Geode Capital Management's AOMR Position: Q1 2026 in Review

Geode Capital Management increased its Angel Oak Mortgage REIT (AOMR) stake by 16% in Q1 2026, buying an estimated $466K and bringing the position to 379,576 shares worth $3.12M. The position accounts for ﹤0.01% of the portfolio, ranked #2954.

Geode Capital Management first reported a position in AOMR in Q3 2021 and has held it in 19 quarters since. The position peaked at $5.01M in Q2 2024. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Geode Capital Management held 379,576 shares of Angel Oak Mortgage REIT worth $3.12M as of Q1 2026.
  • Geode Capital Management bought 53,528 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $466K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2954 holding.
  • Geode Capital Management first reported a position in Angel Oak Mortgage REIT in Q3 2021 and has held it in 19 quarters since.
  • Geode Capital Management's Angel Oak Mortgage REIT position peaked at $5.01M in Q2 2024.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.