Morgan Stanley’s Angel Oak Mortgage REIT AOMR Stock Holding History

Morgan Stanley’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	$47M	Hold	5,172,061	–	–	﹤0.01%	2295
2026 Q1	$42.5M	Hold	5,172,061	–	–	﹤0.01%	2272
2025 Q4	$44.5M	Sell	5,172,061 -55	-0%	-$492	﹤0.01%	2195
2025 Q3	$48.5M	Buy	5,172,116 +45	+0%	+$431	﹤0.01%	2035
2025 Q2	$48.7M	Hold	5,172,071	–	–	﹤0.01%	1957
2025 Q1	$49.3M	Hold	5,172,071	–	–	﹤0.01%	1825
2024 Q4	$48M	Hold	5,172,071	–	–	﹤0.01%	1868
2024 Q3	$53.9M	Sell	5,172,071 -1	-0%	-$12	﹤0.01%	1758
2024 Q2	$67.8M	Buy	5,172,072 +1	+0%	+$12	0.01%	1465
2024 Q1	$55.5M	Sell	5,172,071 -2	-0%	-$21	﹤0.01%	1663
2023 Q4	$54.8M	Buy	5,172,073 +1	+0%	+$9	﹤0.01%	1635
2023 Q3	$44.1M	Buy	5,172,072 +1	+0%	+$9	﹤0.01%	1694
2023 Q2	$42.6M	Hold	5,172,071	–	–	﹤0.01%	1714
2023 Q1	$37.8M	Hold	5,172,071	–	–	﹤0.01%	1816
2022 Q4	$24.5M	Hold	5,172,071	–	–	﹤0.01%	2144
2022 Q3	$62M	Hold	5,172,071	–	–	0.01%	1166
2022 Q2	$67M	Buy	5,172,071 +10	+0%	+$148	0.01%	1182
2022 Q1	$84.9M	Hold	5,172,061	–	–	0.01%	967
2021 Q4	$84.7M	Hold	5,172,061	–	–	0.01%	999
2021 Q3	$87.6M	Sell	5,172,061 -410	-0%	-$7.29K	0.01%	917
2021 Q2	$92.4M	Buy	+5,172,471	New	+$93.3M	0.01%	892

Other funds holding AOMR

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 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 Malvern, Pennsylvania $4.68T AUM

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's AOMR Position: Q2 2026 in Review

Morgan Stanley held its Angel Oak Mortgage REIT (AOMR) position steady in Q2 2026 at 5,172,061 shares worth $47M. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Morgan Stanley first reported a position in AOMR in Q2 2021 and has held it in 21 quarters since. The position peaked at $92.4M in Q2 2021. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

Morgan Stanley held 5,172,061 shares of Angel Oak Mortgage REIT worth $47M as of Q2 2026.
Morgan Stanley left its Angel Oak Mortgage REIT share count unchanged in Q2 2026.
Angel Oak Mortgage REIT made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #2295 holding.
Morgan Stanley first reported a position in Angel Oak Mortgage REIT in Q2 2021 and has held it in 21 quarters since.
Morgan Stanley's Angel Oak Mortgage REIT position peaked at $92.4M in Q2 2021.
82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.