RIL
AOMR

Rothschild Investment LLC’s Angel Oak Mortgage REIT AOMR Stock Holding History

Rothschild Investment LLC’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 		$1.54K Buy
170
+38
+29% +$327 ﹤0.01% 2867
2026
Q1 		$1.08K Buy
132
+67
+103% +$583 ﹤0.01% 2827
2025
Q4 		$560 Sell
65
-10
-13% -$89 ﹤0.01% 2896
2025
Q3 		$703 Hold
75
– – ﹤0.01% 2726
2025
Q2 		$707 Sell
75
-25
-25% -$227 ﹤0.01% 2617
2025
Q1 		$953 Buy
100
+25
+33% +$248 ﹤0.01% 2369
2024
Q4 		$696 Buy
+75
New +$718 ﹤0.01% 2411

Other funds holding AOMR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Victory Capital Management
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
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
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JAM
Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's AOMR Position: Q2 2026 in Review

Rothschild Investment LLC increased its Angel Oak Mortgage REIT (AOMR) stake by 29% in Q2 2026, buying an estimated $327 and bringing the position to 170 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

Rothschild Investment LLC first reported a position in AOMR in Q4 2024 and has held it in 7 quarters since. 81 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Rothschild Investment LLC held 170 shares of Angel Oak Mortgage REIT worth $1.54K as of Q2 2026.
  • Rothschild Investment LLC bought 38 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $327.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2867 holding.
  • Rothschild Investment LLC first reported a position in Angel Oak Mortgage REIT in Q4 2024 and has held it in 7 quarters since.
  • 81 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.