Osaic Holdings
AOMR

Osaic Holdings’s Angel Oak Mortgage REIT AOMR Stock Holding History

Osaic Holdings’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 		$59.8K Buy
6,585
+198
+3% +$1.7K ﹤0.01% 5350
2026
Q1 		$52.5K Buy
6,387
+920
+17% +$8K ﹤0.01% 5175
2025
Q4 		$47.1K Buy
5,467
+760
+16% +$6.79K ﹤0.01% 5277
2025
Q3 		$45.5K Hold
4,707
– – ﹤0.01% 5371
2025
Q2 		$44.3K Buy
4,707
+500
+12% +$4.54K ﹤0.01% 5145
2025
Q1 		$40.1K Buy
4,207
+2,407
+134% +$23.9K ﹤0.01% 4878
2024
Q4 		$16.7K Buy
1,800
+875
+95% +$8.37K ﹤0.01% 5464
2024
Q3 		$9.64K Sell
925
-16,566
-95% -$191K ﹤0.01% 5837
2024
Q2 		$229K Sell
17,491
-7,080
-29% -$82.6K ﹤0.01% 3431
2024
Q1 		$264K Sell
24,571
-3,624
-13% -$38.4K ﹤0.01% 3450
2023
Q4 		$299K Buy
28,195
+27,445
+3,659% +$260K ﹤0.01% 3609
2023
Q3 		$6.4K Sell
750
-250
-25% -$2.27K ﹤0.01% 6153
2023
Q2 		$8.24K Buy
1,000
+899
+890% +$6.93K ﹤0.01% 6068
2023
Q1 		$737 Buy
+101
New +$746 ﹤0.01% 7048
2022
Q1 		– Sell
-3,300
Closed -$54K – 7214
2021
Q4 		$54K Buy
+3,300
New +$56.8K ﹤0.01% 5082

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

Osaic Holdings's AOMR Position: Q2 2026 in Review

Osaic Holdings increased its Angel Oak Mortgage REIT (AOMR) stake by 3.1% in Q2 2026, buying an estimated $1.7K and bringing the position to 6,585 shares worth $59.8K. The position accounts for ﹤0.01% of the portfolio, ranked #5350.

Osaic Holdings first reported a position in AOMR in Q4 2021 and has held it in 15 quarters since. The position peaked at $299K in Q4 2023. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Osaic Holdings held 6,585 shares of Angel Oak Mortgage REIT worth $59.8K as of Q2 2026.
  • Osaic Holdings bought 198 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $1.7K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5350 holding.
  • Osaic Holdings first reported a position in Angel Oak Mortgage REIT in Q4 2021 and has held it in 15 quarters since.
  • Osaic Holdings's Angel Oak Mortgage REIT position peaked at $299K in Q4 2023.
  • 82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.