Marshall Wace’s Angel Oak Mortgage REIT AOMR Stock Holding History

Marshall Wace’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	-10,100	Closed	-$87K	–	3164
2025 Q4	$87K	Buy	+10,100	New	+$90.3K	﹤0.01%	2727
2025 Q3	–	Sell	-196,082	Closed	-$1.85M	–	2866
2025 Q2	$1.85M	Buy	196,082 +17,579	+10%	+$160K	﹤0.01%	1592
2025 Q1	$1.7M	Buy	178,503 +9,551	+6%	+$94.9K	﹤0.01%	1542
2024 Q4	$1.57M	Buy	168,952 +60,135	+55%	+$575K	﹤0.01%	1545
2024 Q3	$1.13M	Buy	+108,817	New	+$1.26M	﹤0.01%	1604

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

JAM

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

Marshall Wace's AOMR Position: Q1 2026 in Review

Marshall Wace sold out of Angel Oak Mortgage REIT (AOMR) in Q1 2026, closing a stake of 10,100 shares — an estimated $87K sold.

Marshall Wace first reported a position in AOMR in Q3 2024 and held it in 5 quarters. The position peaked at $1.85M in Q2 2025. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

Marshall Wace reported no remaining Angel Oak Mortgage REIT position as of Q1 2026 after selling out during the quarter.
Marshall Wace sold 10,100 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $87K.
Marshall Wace first reported a position in Angel Oak Mortgage REIT in Q3 2024 and held it in 5 quarters.
Marshall Wace's Angel Oak Mortgage REIT position peaked at $1.85M in Q2 2025.
83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.