IWC
AOMR

Integrated Wealth Concepts’s Angel Oak Mortgage REIT AOMR Stock Holding History

Integrated Wealth Concepts’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 		$1.44K Buy
+159
New +$1.37K ﹤0.01% 5447

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

Integrated Wealth Concepts's AOMR Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Angel Oak Mortgage REIT (AOMR) in Q2 2026: 159 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #5447 among its holdings.

82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Integrated Wealth Concepts held 159 shares of Angel Oak Mortgage REIT worth $1.44K as of Q2 2026.
  • Angel Oak Mortgage REIT was a new Integrated Wealth Concepts position in Q2 2026.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5447 holding.
  • 82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.