Rockefeller Capital Management
AOMR

Rockefeller Capital Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Rockefeller Capital 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
2023
Q1 		– Sell
-596
Closed -$2K – 2067
2022
Q4 		$2K Buy
596
+24
+4% +$198 ﹤0.01% 3538
2022
Q3 		$6K Buy
572
+19
+3% +$268 ﹤0.01% 3257
2022
Q2 		$7K Sell
553
-39,144
-99% -$578K ﹤0.01% 3281
2022
Q1 		$651K Buy
39,697
+3,272
+9% +$54.1K ﹤0.01% 1214
2021
Q4 		$596K Sell
36,425
-18,075
-33% -$311K ﹤0.01% 1253
2021
Q3 		$922K Buy
+54,500
New +$968K ﹤0.01% 1031

Other funds holding AOMR

DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
DKP
Davidson Kempner Partners New York $5.16B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Rockefeller Capital Management's AOMR Position: Q1 2023 in Review

Rockefeller Capital Management sold out of Angel Oak Mortgage REIT (AOMR) in Q1 2023, closing a stake of 596 shares — an estimated $2K sold.

Rockefeller Capital Management first reported a position in AOMR in Q3 2021 and held it in 6 quarters. The position peaked at $922K in Q3 2021. 46 funds tracked by Wall St. Rank hold AOMR as of Q1 2023.

  • Rockefeller Capital Management reported no remaining Angel Oak Mortgage REIT position as of Q1 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 596 Angel Oak Mortgage REIT shares in Q1 2023, an estimated $2K.
  • Rockefeller Capital Management first reported a position in Angel Oak Mortgage REIT in Q3 2021 and held it in 6 quarters.
  • Rockefeller Capital Management's Angel Oak Mortgage REIT position peaked at $922K in Q3 2021.
  • 46 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2023.

Based on Rockefeller Capital Management's 13F filing for Q1 2023, filed 16 May 2023.