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AOMR

Root Financial Partners’s Angel Oak Mortgage REIT AOMR Stock Holding History

Root Financial Partners’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 		$132 Buy
+16
New +$139 ﹤0.01% 3231

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

Root Financial Partners's AOMR Position: Q1 2026 in Review

Root Financial Partners opened a new position in Angel Oak Mortgage REIT (AOMR) in Q1 2026: 16 shares worth $132. The stake represents ﹤0.01% of the portfolio and ranks #3231 among its holdings.

83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Root Financial Partners held 16 shares of Angel Oak Mortgage REIT worth $132 as of Q1 2026.
  • Angel Oak Mortgage REIT was a new Root Financial Partners position in Q1 2026.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3231 holding.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.