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
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 $1.66T 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

Rothschild Investment LLC's AOMR Position: Q1 2026 in Review

Rothschild Investment LLC increased its Angel Oak Mortgage REIT (AOMR) stake by 103% in Q1 2026, buying an estimated $583 and bringing the position to 132 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2827.

Rothschild Investment LLC first reported a position in AOMR in Q4 2024 and has held it in 6 quarters since. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Rothschild Investment LLC held 132 shares of Angel Oak Mortgage REIT worth $1.08K as of Q1 2026.
  • Rothschild Investment LLC bought 67 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $583.
  • Angel Oak Mortgage REIT made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #2827 holding.
  • Rothschild Investment LLC first reported a position in Angel Oak Mortgage REIT in Q4 2024 and has held it in 6 quarters since.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.