IFP Advisors
AOMR icon

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
Q3 		$548 Sell
75
-28
-27% -$239 ﹤0.01% 4655
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

State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
SJS Investment Consulting
SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

IFP Advisors's AOMR Position: Q3 2026 in Review

IFP Advisors reduced its Angel Oak Mortgage REIT (AOMR) stake by 27% in Q3 2026, selling an estimated $239 and leaving 75 shares worth $548. The position accounts for ﹤0.01% of the portfolio, ranked #4655.

IFP Advisors first reported a position in AOMR in Q2 2025 and has held it in 6 quarters since. The position peaked at $935 in Q2 2026. 14 funds tracked by Wall St. Rank hold AOMR as of Q3 2026.

  • IFP Advisors held 75 shares of Angel Oak Mortgage REIT worth $548 as of Q3 2026.
  • IFP Advisors sold 28 Angel Oak Mortgage REIT shares in Q3 2026, an estimated $239.
  • Angel Oak Mortgage REIT made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4655 holding.
  • IFP Advisors first reported a position in Angel Oak Mortgage REIT in Q2 2025 and has held it in 6 quarters since.
  • IFP Advisors's Angel Oak Mortgage REIT position peaked at $935 in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.