Jacobs Asset Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Jacobs Asset 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	$3.08M	Buy	375,000 +87,500	+30%	+$761K	1.84%	20
2025 Q4	$2.48M	Buy	287,500 +87,500	+44%	+$782K	1.38%	25
2025 Q3	$1.87M	Sell	200,000 -70,000	-26%	-$670K	1.03%	27
2025 Q2	$2.54M	Sell	270,000 -4,243	-2%	-$38.5K	1.45%	22
2025 Q1	$2.61M	Sell	274,243 -67,348	-20%	-$669K	1.64%	23
2024 Q4	$3.17M	Buy	341,591 +248,131	+265%	+$2.37M	1.91%	21
2024 Q3	$975K	Buy	+93,460	New	+$1.08M	0.65%	29

Other funds holding AOMR

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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Jacobs Asset Management's AOMR Position: Q1 2026 in Review

Jacobs Asset Management increased its Angel Oak Mortgage REIT (AOMR) stake by 30% in Q1 2026, buying an estimated $761K and bringing the position to 375,000 shares worth $3.08M. The position accounts for 1.84% of the portfolio, ranked #20.

Jacobs Asset Management first reported a position in AOMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.17M in Q4 2024. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

Jacobs Asset Management held 375,000 shares of Angel Oak Mortgage REIT worth $3.08M as of Q1 2026.
Jacobs Asset Management bought 87,500 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $761K.
Angel Oak Mortgage REIT made up 1.84% of Jacobs Asset Management's portfolio in Q1 2026, its #20 holding.
Jacobs Asset Management first reported a position in Angel Oak Mortgage REIT in Q3 2024 and has held it in 7 quarters since.
Jacobs Asset Management's Angel Oak Mortgage REIT position peaked at $3.17M in Q4 2024.
83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

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