Nisa Investment Advisors
AOMR

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
Q2 		$62.9K Buy
6,929
+4,912
+244% +$42.3K ﹤0.01% 1760
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
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

Nisa Investment Advisors's AOMR Position: Q2 2026 in Review

Nisa Investment Advisors increased its Angel Oak Mortgage REIT (AOMR) stake by 244% in Q2 2026, buying an estimated $42.3K and bringing the position to 6,929 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Nisa Investment Advisors first reported a position in AOMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $179K in Q4 2021. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Nisa Investment Advisors held 6,929 shares of Angel Oak Mortgage REIT worth $62.9K as of Q2 2026.
  • Nisa Investment Advisors bought 4,912 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $42.3K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1760 holding.
  • Nisa Investment Advisors first reported a position in Angel Oak Mortgage REIT in Q4 2021 and has held it in 19 quarters since.
  • Nisa Investment Advisors's Angel Oak Mortgage REIT position peaked at $179K in Q4 2021.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.