RBC
AOMR

Roble Belko & Company’s Angel Oak Mortgage REIT AOMR Stock Holding History

Roble Belko & Company’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
2025
Q4 		– Sell
-67
Closed -$1K – 455
2025
Q3 		$1K Buy
67
+12
+22% +$115 ﹤0.01% 373
2025
Q2 		$1K Buy
55
+2
+4% +$18 ﹤0.01% 351
2025
Q1 		$1K Buy
53
+1
+2% +$10 ﹤0.01% 342
2024
Q4 		$0 Buy
52
+42
+420% +$402 ﹤0.01% 368
2024
Q3 		$0 Buy
+10
New +$115 ﹤0.01% 341

Other funds holding AOMR

Morgan Stanley
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
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Roble Belko & Company's AOMR Position: Q4 2025 in Review

Roble Belko & Company sold out of Angel Oak Mortgage REIT (AOMR) in Q4 2025, closing a stake of 67 shares — an estimated $1K sold.

Roble Belko & Company first reported a position in AOMR in Q3 2024 and held it in 5 quarters. The position peaked at $1K in Q3 2025. 80 funds tracked by Wall St. Rank hold AOMR as of Q4 2025.

  • Roble Belko & Company reported no remaining Angel Oak Mortgage REIT position as of Q4 2025 after selling out during the quarter.
  • Roble Belko & Company sold 67 Angel Oak Mortgage REIT shares in Q4 2025, an estimated $1K.
  • Roble Belko & Company first reported a position in Angel Oak Mortgage REIT in Q3 2024 and held it in 5 quarters.
  • Roble Belko & Company's Angel Oak Mortgage REIT position peaked at $1K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q4 2025.

Based on Roble Belko & Company's 13F filing for Q4 2025, filed 12 Jan 2026.