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
Q2 		$3.92M Buy
431,427
+14,692
+4% +$126K ﹤0.01% 3115
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 $1.89T 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

State Street's AOMR Position: Q2 2026 in Review

State Street increased its Angel Oak Mortgage REIT (AOMR) stake by 3.5% in Q2 2026, buying an estimated $126K and bringing the position to 431,427 shares worth $3.92M. The position accounts for ﹤0.01% of the portfolio, ranked #3115.

State Street first reported a position in AOMR in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.23M in Q2 2024. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • State Street held 431,427 shares of Angel Oak Mortgage REIT worth $3.92M as of Q2 2026.
  • State Street bought 14,692 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $126K.
  • Angel Oak Mortgage REIT made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3115 holding.
  • State Street first reported a position in Angel Oak Mortgage REIT in Q3 2021 and has held it in 20 quarters since.
  • State Street's Angel Oak Mortgage REIT position peaked at $4.23M in Q2 2024.
  • 82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.