State Street
AOMR

State Street’s Angel Oak Mortgage REIT AOMR Stock Holding History

State Street’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 		$3.43M Sell
416,735
-2,661
-0.6% -$23.1K ﹤0.01% 3113
2025
Q4 		$3.61M Buy
419,396
+1,716
+0.4% +$15.3K ﹤0.01% 3128
2025
Q3 		$3.91M Buy
417,680
+99,095
+31% +$949K ﹤0.01% 3087
2025
Q2 		$3M Buy
318,585
+10,772
+3% +$97.9K ﹤0.01% 3169
2025
Q1 		$2.93M Sell
307,813
-23,726
-7% -$236K ﹤0.01% 3096
2024
Q4 		$3.08M Sell
331,539
-2,450
-0.7% -$23.4K ﹤0.01% 3169
2024
Q3 		$3.48M Buy
333,989
+10,909
+3% +$126K ﹤0.01% 3116
2024
Q2 		$4.23M Sell
323,080
-3,763
-1% -$43.9K ﹤0.01% 2997
2024
Q1 		$3.51M Buy
326,843
+19,440
+6% +$206K ﹤0.01% 3071
2023
Q4 		$3.26M Buy
307,403
+198
+0.1% +$1.88K ﹤0.01% 3134
2023
Q3 		$2.62M Sell
307,205
-15,481
-5% -$140K ﹤0.01% 3215
2023
Q2 		$2.66M Sell
322,686
-13,584
-4% -$105K ﹤0.01% 3279
2023
Q1 		$2.45M Buy
336,270
+38,822
+13% +$287K ﹤0.01% 3274
2022
Q4 		$1.41M Buy
297,448
+85,164
+40% +$703K ﹤0.01% 3476
2022
Q3 		$2.54M Buy
212,284
+26,145
+14% +$369K ﹤0.01% 3338
2022
Q2 		$2.41M Buy
186,139
+62,264
+50% +$920K ﹤0.01% 3415
2022
Q1 		$2.03M Buy
123,875
+18,389
+17% +$304K ﹤0.01% 3556
2021
Q4 		$1.73M Buy
105,486
+23,846
+29% +$410K ﹤0.01% 3681
2021
Q3 		$1.38M Buy
+81,640
New +$1.45M ﹤0.01% 3720

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
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
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return