UBS AM’s Angel Oak Mortgage REIT AOMR Stock Holding History

UBS AM’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	$6.5K	Hold	716	–	–	﹤0.01%	3359
2026 Q1	$5.89K	Buy	716 +668	+1,392%	+$5.81K	﹤0.01%	3430
2025 Q4	$413	Buy	+48	New	+$429	﹤0.01%	3245

Other funds holding AOMR

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Malvern, Pennsylvania $4.68T AUM

JAM

Jacobs Asset Management New York $159M AUM 30.93% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM's AOMR Position: Q2 2026 in Review

UBS AM held its Angel Oak Mortgage REIT (AOMR) position steady in Q2 2026 at 716 shares worth $6.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3359.

UBS AM first reported a position in AOMR in Q4 2025 and has held it in 3 quarters since. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

UBS AM held 716 shares of Angel Oak Mortgage REIT worth $6.5K as of Q2 2026.
UBS AM left its Angel Oak Mortgage REIT share count unchanged in Q2 2026.
Angel Oak Mortgage REIT made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3359 holding.
UBS AM first reported a position in Angel Oak Mortgage REIT in Q4 2025 and has held it in 3 quarters since.
82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.