Nisa Investment Advisors’s Angel Oak Mortgage REIT AOMR Stock Holding History

Nisa Investment Advisors’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	$16.6K	Sell	2,017 -110	-5%	-$957	﹤0.01%	2080
2025 Q4	$18.3K	Sell	2,127 -1,612	-43%	-$14.4K	﹤0.01%	1976
2025 Q3	$35K	Hold	3,739	–	–	﹤0.01%	1739
2025 Q2	$35.2K	Sell	3,739 -1,363	-27%	-$12.4K	﹤0.01%	1693
2025 Q1	$48.6K	Sell	5,102 -1,677	-25%	-$16.7K	﹤0.01%	1598
2024 Q4	$62.9K	Hold	6,779	–	–	﹤0.01%	1612
2024 Q3	$70.7K	Sell	6,779 -2,296	-25%	-$26.5K	﹤0.01%	1545
2024 Q2	$119K	Hold	9,075	–	–	﹤0.01%	1430
2024 Q1	$97.5K	Hold	9,075	–	–	﹤0.01%	1477
2023 Q4	$96.2K	Hold	9,075	–	–	﹤0.01%	1445
2023 Q3	$77.4K	Buy	9,075 +1,460	+19%	+$13.2K	﹤0.01%	1590
2023 Q2	$62.7K	Sell	7,615 -2,560	-25%	-$19.7K	﹤0.01%	1669
2023 Q1	$74K	Buy	10,175 +2,581	+34%	+$19.1K	﹤0.01%	1596
2022 Q4	$36K	Hold	7,594	–	–	﹤0.01%	1867
2022 Q3	$91K	Hold	7,594	–	–	﹤0.01%	1532
2022 Q2	$98K	Sell	7,594 -2,906	-28%	-$42.9K	﹤0.01%	1515
2022 Q1	$172K	Hold	10,500	–	–	﹤0.01%	1436
2021 Q4	$179K	Buy	+10,500	New	+$181K	﹤0.01%	1306

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

Nisa Investment Advisors's AOMR Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Angel Oak Mortgage REIT (AOMR) stake by 5.2% in Q1 2026, selling an estimated $957 and leaving 2,017 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2080.

Nisa Investment Advisors first reported a position in AOMR in Q4 2021 and has held it in 18 quarters since. The position peaked at $179K in Q4 2021. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

Nisa Investment Advisors held 2,017 shares of Angel Oak Mortgage REIT worth $16.6K as of Q1 2026.
Nisa Investment Advisors sold 110 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $957.
Angel Oak Mortgage REIT made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2080 holding.
Nisa Investment Advisors first reported a position in Angel Oak Mortgage REIT in Q4 2021 and has held it in 18 quarters since.
Nisa Investment Advisors's Angel Oak Mortgage REIT position peaked at $179K in Q4 2021.
83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.