SWP
AOMR

Strategic Wealth Partners’s Angel Oak Mortgage REIT AOMR Stock Holding History

Strategic Wealth 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 		– Sell
-121
Closed -$1.04K – 1483
2025
Q4 		$1.04K Sell
121
-1,932
-94% -$17.3K ﹤0.01% 1280
2025
Q3 		$19.2K Buy
2,053
+108
+6% +$1.03K ﹤0.01% 745
2025
Q2 		$18.3K Buy
+1,945
New +$17.7K ﹤0.01% 668

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

Strategic Wealth Partners's AOMR Position: Q1 2026 in Review

Strategic Wealth Partners sold out of Angel Oak Mortgage REIT (AOMR) in Q1 2026, closing a stake of 121 shares — an estimated $1.04K sold.

Strategic Wealth Partners first reported a position in AOMR in Q2 2025 and held it in 3 quarters. The position peaked at $19.2K in Q3 2025. 83 funds tracked by Wall St. Rank hold AOMR as of Q1 2026.

  • Strategic Wealth Partners reported no remaining Angel Oak Mortgage REIT position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 121 Angel Oak Mortgage REIT shares in Q1 2026, an estimated $1.04K.
  • Strategic Wealth Partners first reported a position in Angel Oak Mortgage REIT in Q2 2025 and held it in 3 quarters.
  • Strategic Wealth Partners's Angel Oak Mortgage REIT position peaked at $19.2K in Q3 2025.
  • 83 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.