VCM
AOMR

Vivaldi Capital Management’s Angel Oak Mortgage REIT AOMR Stock Holding History

Vivaldi Capital Management’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 		– Sell
-113,287
Closed -$931K – 16
2026
Q1 		$931K Sell
113,287
-5,492
-5% -$47.8K 0.13% 107
2025
Q4 		$1.02M Hold
118,779
– – 0.14% 105
2025
Q3 		$1.11M Buy
118,779
+2,400
+2% +$23K 0.16% 104
2025
Q2 		$1.1M Buy
116,379
+6,274
+6% +$57K 0.16% 104
2025
Q1 		$1.05M Sell
110,105
-165,583
-60% -$1.65M 0.17% 105
2024
Q4 		$2.79M Hold
275,688
– – 0.43% 60
2024
Q3 		$2.88M Sell
275,688
-52,290
-16% -$604K 0.83% 32
2024
Q2 		$4.3M Sell
327,978
-10,496
-3% -$122K 1.22% 22
2024
Q1 		$3.92M Hold
338,474
– – 1.14% 22
2023
Q4 		$3.46M Sell
338,474
-10,000
-3% -$94.7K 1.04% 26
2023
Q3 		$2.97M Sell
348,474
-46,217
-12% -$419K 0.97% 33
2023
Q2 		$3.25M Sell
394,691
-1,145,254
-74% -$8.83M 1% 38
2023
Q1 		$11.2M Sell
1,539,945
-52,356
-3% -$387K 3.4% 5
2022
Q4 		$10.7M Sell
1,592,301
-393,527
-20% -$3.25M 2.66% 4
2022
Q3 		$23M Sell
1,985,828
-37,841
-2% -$534K 6.22% 1
2022
Q2 		$26.2M Buy
2,023,669
+77,470
+4% +$1.14M 6.83% 1
2022
Q1 		$27.6M Buy
+1,946,199
New +$32.2M 7.18% 1

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

Vivaldi Capital Management's AOMR Position: Q2 2026 in Review

Vivaldi Capital Management sold out of Angel Oak Mortgage REIT (AOMR) in Q2 2026, closing a stake of 113,287 shares — an estimated $931K sold.

Vivaldi Capital Management first reported a position in AOMR in Q1 2022 and held it in 17 quarters. The position peaked at $27.6M in Q1 2022. 82 funds tracked by Wall St. Rank hold AOMR as of Q2 2026.

  • Vivaldi Capital Management reported no remaining Angel Oak Mortgage REIT position as of Q2 2026 after selling out during the quarter.
  • Vivaldi Capital Management sold 113,287 Angel Oak Mortgage REIT shares in Q2 2026, an estimated $931K.
  • Vivaldi Capital Management first reported a position in Angel Oak Mortgage REIT in Q1 2022 and held it in 17 quarters.
  • Vivaldi Capital Management's Angel Oak Mortgage REIT position peaked at $27.6M in Q1 2022.
  • 82 funds tracked by Wall St. Rank held Angel Oak Mortgage REIT as of Q2 2026.

Based on Vivaldi Capital Management's 13F filing for Q2 2026.