O'Shaughnessy Asset Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

O'Shaughnessy Asset Management’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	$106K	Sell	11,645 -17,037	-59%	-$147K	﹤0.01%	2161
2026 Q1	$236K	Sell	28,682 -26,071	-48%	-$227K	﹤0.01%	1916
2025 Q4	$471K	Sell	54,753 -24,845	-31%	-$222K	﹤0.01%	1531
2025 Q3	$746K	Sell	79,598 -63,687	-44%	-$610K	﹤0.01%	1270
2025 Q2	$1.35M	Sell	143,285 -27,254	-16%	-$248K	0.01%	934
2025 Q1	$1.63M	Buy	170,539 +82,956	+95%	+$824K	0.01%	774
2024 Q4	$813K	Sell	87,583 -32,187	-27%	-$308K	0.01%	1053
2024 Q3	$1.18M	Buy	119,770 +44,617	+59%	+$515K	0.01%	839
2024 Q2	$985K	Buy	75,153 +17,580	+31%	+$205K	0.01%	856
2024 Q1	$618K	Buy	57,573 +44,256	+332%	+$468K	0.01%	999
2023 Q4	$141K	Buy	+13,317	New	+$126K	﹤0.01%	1454

Other funds holding AOMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

O'Shaughnessy Asset Management's AOMR Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its Angel Oak Mortgage REIT (AOMR) stake by 59% in Q2 2026, selling an estimated $147K and leaving 11,645 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #2161.

O'Shaughnessy Asset Management first reported a position in AOMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q1 2025. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

O'Shaughnessy Asset Management held 11,645 shares of Angel Oak Mortgage REIT worth $106K as of Q2 2026.
O'Shaughnessy Asset Management sold 17,037 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $147K.
Angel Oak Mortgage REIT made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2161 holding.
O'Shaughnessy Asset Management first reported a position in Angel Oak Mortgage REIT in Q4 2023 and has held it in 11 quarters since.
O'Shaughnessy Asset Management's Angel Oak Mortgage REIT position peaked at $1.63M in Q1 2025.
82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.