Kestra Advisory Services
AOMR icon

Kestra Advisory Services’s Angel Oak Mortgage REIT AOMR Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,813
Closed -$24.2K – 3168
2025
Q4 		$24.2K Buy
+2,813
New +$25.2K ﹤0.01% 4401

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Davidson Kempner Capital Management
Davidson Kempner Capital Management New York $8.42B AUM 61.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Masters Capital Management
Masters Capital Management Atlanta, Georgia $3.9B AUM 50.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

Kestra Advisory Services's AOMR Position: Q1 2026 in Review

Kestra Advisory Services sold out of Angel Oak Mortgage REIT (AOMR) in Q1 2026, closing a stake of 2,813 shares — an estimated $24.2K sold.

Kestra Advisory Services first reported a position in AOMR in Q4 2025 and held it in 1 quarter. The position peaked at $24.2K in Q4 2025. 84 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Kestra Advisory Services reported no remaining Angel Oak Mortgage REIT position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 2,813 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $24.2K.
  • Kestra Advisory Services first reported a position in Angel Oak Mortgage REIT in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Angel Oak Mortgage REIT position peaked at $24.2K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.