Ritholtz Wealth Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Ritholtz Wealth 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 Q1	–	Sell	-20,638	Closed	-$178K	–	1196
2025 Q4	$178K	Sell	20,638 -11,910	-37%	-$106K	﹤0.01%	1071
2025 Q3	$305K	Sell	32,548 -49,664	-60%	-$475K	0.01%	830
2025 Q2	$774K	Sell	82,212 -10,349	-11%	-$94K	0.02%	516
2025 Q1	$882K	Buy	92,561 +57,283	+162%	+$569K	0.03%	433
2024 Q4	$327K	Sell	35,278 -16,584	-32%	-$159K	0.01%	683
2024 Q3	$541K	Buy	51,862 +12,650	+32%	+$146K	0.02%	537
2024 Q2	$514K	Buy	39,212 +10,171	+35%	+$119K	0.02%	512
2024 Q1	$312K	Buy	+29,041	New	+$307K	0.01%	625

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

Ritholtz Wealth Management's AOMR Position: Q1 2026 in Review

Ritholtz Wealth Management sold out of Angel Oak Mortgage REIT (AOMR) in Q1 2026, closing a stake of 20,638 shares — an estimated $178K sold.

Ritholtz Wealth Management first reported a position in AOMR in Q1 2024 and held it in 8 quarters. The position peaked at $882K in Q1 2025. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

Ritholtz Wealth Management reported no remaining Angel Oak Mortgage REIT position as of Q1 2026 after selling out during the quarter.
Ritholtz Wealth Management sold 20,638 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $178K.
Ritholtz Wealth Management first reported a position in Angel Oak Mortgage REIT in Q1 2024 and held it in 8 quarters.
Ritholtz Wealth Management's Angel Oak Mortgage REIT position peaked at $882K in Q1 2025.
83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.