Jim Simons’s Angel Oak Mortgage REIT AOMR Stock Holding History

Jim Simons’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	$257K	Buy	31,223 +1,923	+7%	+$16.7K	﹤0.01%	2854
2025 Q4	$252K	Sell	29,300 -23,578	-45%	-$211K	﹤0.01%	2825
2025 Q3	$495K	Buy	52,878 +8,178	+18%	+$78.3K	﹤0.01%	2795
2025 Q2	$421K	Sell	44,700 -44,500	-50%	-$404K	﹤0.01%	2925
2025 Q1	$850K	Buy	89,200 +41,600	+87%	+$413K	﹤0.01%	2510
2024 Q4	$442K	Sell	47,600 -88,900	-65%	-$851K	﹤0.01%	2901
2024 Q3	$1.42M	Buy	136,500 +111,300	+442%	+$1.28M	﹤0.01%	2237
2024 Q2	$330K	Buy	25,200 +4,400	+21%	+$51.3K	﹤0.01%	2871
2024 Q1	$223K	Sell	20,800 -12,100	-37%	-$128K	﹤0.01%	3189
2023 Q4	$349K	Buy	+32,900	New	+$311K	﹤0.01%	2924

Other funds holding AOMR

Morgan Stanley New York $1.89T AUM 35.08% 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 $178B AUM 37.23% 1-Year Est. Return

MCM

Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Jim Simons's AOMR Position: Q1 2026 in Review

Jim Simons increased its Angel Oak Mortgage REIT (AOMR) stake by 6.6% in Q1 2026, buying an estimated $16.7K and bringing the position to 31,223 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #2854.

Jim Simons first reported a position in AOMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.42M in Q3 2024. 84 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

Jim Simons held 31,223 shares of Angel Oak Mortgage REIT worth $257K as of Q1 2026.
Jim Simons bought 1,923 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $16.7K.
Angel Oak Mortgage REIT made up ﹤0.01% of Jim Simons's portfolio in Q1 2026, its #2854 holding.
Jim Simons first reported a position in Angel Oak Mortgage REIT in Q4 2023 and has held it in 10 quarters since.
Jim Simons's Angel Oak Mortgage REIT position peaked at $1.42M in Q3 2024.
84 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Renaissance Technologies's 13F filing for Q1 2026, filed 14 May 2026.