IA
AOMR

IFP Advisors’s Angel Oak Mortgage REIT AOMR Stock Holding History

IFP 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
Q2 		$935 Buy
103
+98
+1,960% +$844 ﹤0.01% 4513
2026
Q1 		$41 Sell
5
-5
-50% -$43 ﹤0.01% 4853
2025
Q4 		$86 Sell
10
-3
-23% -$27 ﹤0.01% 4619
2025
Q3 		$122 Buy
13
+7
+117% +$67 ﹤0.01% 4509
2025
Q2 		$207 Buy
+6
New +$55 ﹤0.01% 4625

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

IFP Advisors's AOMR Position: Q2 2026 in Review

IFP Advisors increased its Angel Oak Mortgage REIT (AOMR) stake by 1,960% in Q2 2026, buying an estimated $844 and bringing the position to 103 shares worth $935. The position accounts for ﹤0.01% of the portfolio, ranked #4513.

IFP Advisors first reported a position in AOMR in Q2 2025 and has held it in 5 quarters since. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • IFP Advisors held 103 shares of Angel Oak Mortgage REIT worth $935 as of Q2 2026.
  • IFP Advisors bought 98 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $844.
  • Angel Oak Mortgage REIT made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4513 holding.
  • IFP Advisors first reported a position in Angel Oak Mortgage REIT in Q2 2025 and has held it in 5 quarters since.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.