JO
AOMR

John Overdeck’s Angel Oak Mortgage REIT AOMR Stock Holding History

John Overdeck’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 		– Sell
-74,774
Closed -$615K – 5046
2026
Q1 		$615K Sell
74,774
-81,225
-52% -$707K ﹤0.01% 3593
2025
Q4 		$1.34M Buy
155,999
+15,272
+11% +$137K ﹤0.01% 2732
2025
Q3 		$1.32M Buy
140,727
+28,194
+25% +$270K ﹤0.01% 2403
2025
Q2 		$1.06M Buy
112,533
+33,937
+43% +$308K ﹤0.01% 2211
2025
Q1 		$749K Buy
78,596
+13,502
+21% +$134K ﹤0.01% 2329
2024
Q4 		$604K Sell
65,094
-44,013
-40% -$421K ﹤0.01% 2449
2024
Q3 		$1.14M Buy
109,107
+77,857
+249% +$899K ﹤0.01% 2051
2024
Q2 		$409K Buy
31,250
+8,708
+39% +$102K ﹤0.01% 2458
2024
Q1 		$242K Buy
22,542
+2,153
+11% +$22.8K ﹤0.01% 2643
2023
Q4 		$216K Buy
+20,389
New +$193K ﹤0.01% 2812
2023
Q3 		– Sell
-25,226
Closed -$208K – 2942
2023
Q2 		$208K Buy
+25,226
New +$195K ﹤0.01% 2633

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

John Overdeck's AOMR Position: Q2 2026 in Review

John Overdeck sold out of Angel Oak Mortgage REIT (AOMR) in Q2 2026, closing a stake of 74,774 shares — an estimated $615K sold.

John Overdeck first reported a position in AOMR in Q2 2023 and held it in 11 quarters. The position peaked at $1.34M in Q4 2025. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • John Overdeck reported no remaining Angel Oak Mortgage REIT position as of Q2 2026 after selling out during the quarter.
  • John Overdeck sold 74,774 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $615K.
  • John Overdeck first reported a position in Angel Oak Mortgage REIT in Q2 2023 and held it in 11 quarters.
  • John Overdeck's Angel Oak Mortgage REIT position peaked at $1.34M in Q4 2025.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.