ANGEL OAK MORTGAGE REIT INC AOMR
COM · REIT · CUSIP 03464Y108
- SectorReal estate
- IndustryReal Estate
- HeadquartersAtlanta, GA
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($11.9k this quarter). Holder counts are more reliable. Shares outstanding: 23.2m as of 2026-08-04, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $9.08.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 45 |
| Q4 2022 | 47 |
| Q1 2023 | 47 |
| Q2 2023 | 47 |
| Q3 2023 | 44 |
| Q4 2023 | 51 |
| Q1 2024 | 51 |
| Q2 2024 | 59 |
| Q3 2024 | 76 |
| Q4 2024 | 75 |
| Q1 2025 | 80 |
| Q2 2025 | 84 |
| Q3 2025 | 80 |
| Q4 2025 | 80 |
| Q1 2026 | 84 |
| Q2 2026 | 82 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 46 | 18 |
| Q4 2024 | 36 | 26 |
| Q1 2025 | 44 | 26 |
| Q2 2025 | 39 | 38 |
| Q3 2025 | 43 | 30 |
| Q4 2025 | 31 | 41 |
| Q1 2026 | 40 | 37 |
| Q2 2026 | 54 | 24 |
Biggest buyers
| VICTORY CAPITAL MANAGEMENT INC | Added | +495.2k |
| BlackRock, Inc. | Added | +438.1k |
| WOLVERINE ASSET MANAGEMENT LLC | Added | +169.7k |
| VANGUARD CAPITAL MANAGEMENT LLC | Added | +104.6k |
| JACOBS ASSET MANAGEMENT, LLC | Added | +69.6k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +64.6k |
| UBS Group AG | Added | +55.5k |
| Odyssean, LLC | Added | +31.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Added | +31.5k |
| North Ground Capital | Added | +27.9k |
Biggest sellers
| Davidson Kempner Capital Management LP | Reduced | -1.8m |
| JPMORGAN CHASE & CO | Reduced | -390.8k |
| DEBUSSY CAPITAL MANAGEMENT LP | Sold out | -113.3k |
| TWO SIGMA INVESTMENTS, LP | Sold out | -74.8k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -40.8k |
| Alpine Global Management, LLC | Reduced | -19.8k |
| Vident Advisory, LLC | Sold out | -17.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Reduced | -17.0k |
| Qube Research & Technologies Ltd | Sold out | -13.8k |
| BANK OF AMERICA CORP /DE/ | Sold out | -11.5k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VICTORY CAPITAL MANAGEMENT INC 13G · institution new · filed 2025-10-28 | 6.1% |
| BlackRock, Inc. 13G · institution new · filed 2026-07-27 | 5.4% |
Fell to 5% or below in the last year: DAVIDSON KEMPNER CAPITAL MANAGEMENT LP (5.0%, 2026-08-06)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 2 | $94.2k | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 1 | $45.1k | 1 | $489.0k | — |
| Q4 2025 | 1 | $28.6k | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 1 | $81.5k | 0 | — | — |
| Q3 2026 | 2 | $345.5k | 1 | $515.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-25 | Fierman Michael Director | Bought | $290.4k38.7k shares |
| 2026-09-22 | Filson Brandon CFO & Treasurer | Sold | $515.5k65.0k shares |
| 2026-09-10 | MINAMI W D Director | Bought | $55.1k6.8k shares |
| 2026-05-22 | MINAMI W D Director | Bought | $81.5k10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| MORGAN STANLEY 0.00% of their portfolio | 5.2m $47.0m | Unchanged |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 2.1m $19.4m | Added +495.2k |
| Davidson Kempner Capital Management LP 0.27% of their portfolio | 1.9m $16.9m | Reduced -1.8m |
| BlackRock, Inc. 0.00% of their portfolio | 1.3m $12.2m | Added +438.1k |
| MASTERS CAPITAL MANAGEMENT LLC 1.28% of their portfolio | 1.0m $9.1m | Unchanged |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 884.3k $8.0m | Added +104.6k |
| JACOBS ASSET MANAGEMENT, LLC 3.04% of their portfolio | 444.6k $4.0m | Added +69.6k |
| STATE STREET CORP 0.00% of their portfolio | 431.4k $3.9m | Added +14.7k |
| WOLVERINE ASSET MANAGEMENT LLC 0.05% of their portfolio | 399.6k $3.6m | Added +169.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 397.4k $3.6m | Added +17.9k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 222.7k $2.0m | Added +11.4k |
| RIVERBRIDGE PARTNERS LLC 0.05% of their portfolio | 199.1k $1.8m | Added +1.7k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 184.3k $1.7m | Reduced -390.8k |
| North Ground Capital 1.79% of their portfolio | 164.4k $1.5m | Added +27.9k |
| Penserra Capital Management LLC 0.01% of their portfolio | 151.3k $1.4m | Added +10.0k |
| UBS Group AG 0.00% of their portfolio | 150.8k $1.4m | Added +55.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 145.9k $1.3m | Added +21.4k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 114.3k $1.0m | Added +31.5k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 105.5k $957.5k | Added +9.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 102.1k $927.0k | Added +8.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 95.9k $870.4k | Added +64.6k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 91.3k $833.5k | Reduced -7.3k |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.00% of their portfolio | 81.1k $736.5k | Reduced -9.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.00% of their portfolio | 72.2k $655.7k | Added +4.4k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 53.4k $485.0k | Added +4.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 42.9k $389.1k | Added +1.2k |
| Alpine Global Management, LLC 0.06% of their portfolio | 42.6k $386.8k | Reduced -19.8k |
| Odyssean, LLC 0.06% of their portfolio | 41.8k $379.5k | Added +31.8k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 40.8k $370.4k | Added +25.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 31.3k $284.4k | Added +1.9k |
| VOYA INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 27.4k $249.2k | Added +327 |
| Invesco Ltd. 0.00% of their portfolio | 26.5k $240.5k | Added +6.5k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 23.8k $195.5k | Added +3.4k |
| State of Wyoming 0.02% of their portfolio | 23.5k $213.2k | New |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 19.7k $179.0k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 19.3k $175.3k | New |
| MARINER INVESTMENT GROUP LLC 0.04% of their portfolio | 17.8k $161.2k | Unchanged |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 17.5k $159.2k | Added +3.9k |
| SANDERS MORRIS HARRIS LLC 0.08% of their portfolio | 16.0k $145.3k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 15.5k $140.6k | Added +522 |
| FMR LLC 0.00% of their portfolio | 15.0k $136.5k | Added +152 |
| Nuveen, LLC 0.00% of their portfolio | 14.8k $134.3k | Reduced -1.3k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 12.1k $109.6k | Added +630 |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 11.9k $107.8k | New |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio | 11.6k $105.7k | Reduced -17.0k |
| BRIGHTON JONES LLC 0.00% of their portfolio | 11.0k $100.2k | Added +656 |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 10.2k $93.0k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 7.8k $70.9k | Added +7.1k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% of their portfolio | 7.8k $70.5k | Added +1.3k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 7.0k $63.3k | Unchanged |
| NISA INVESTMENT ADVISORS, LLC 0.00% of their portfolio | 6.9k $62.9k | Added +4.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 6.6k $59.8k | Added +198 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 6.4k $58.1k | Unchanged |
| Vanguard Global Advisers, LLC 0.00% of their portfolio | 4.7k $42.7k | Unchanged |
| Police & Firemen's Retirement System of New Jersey 0.00% of their portfolio | 3.1k $28.1k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 2.6k $23.8k | Reduced -412 |
| BARCLAYS PLC 0.00% of their portfolio | 2.6k $23.7k | Reduced -733 |
| STRS OHIO 0.00% of their portfolio | 2.6k $23.6k | Unchanged |
| ISLAY CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.5k $22.7k | Unchanged |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 1.8k $16.2k | New |
| Legal & General Group Plc 0.00% of their portfolio | 1.7k $15.7k | Added +683 |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 1.5k $13.9k | Added +972 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.0k $9.4k | Reduced -2.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 716 $6.5k | Unchanged |
| Arax Advisory Partners 0.00% of their portfolio | 666 $6.0k | New |
| MCF Advisors LLC 0.00% of their portfolio | 552 $5.0k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 530 $5.0k | Reduced -3.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 200 $1.8k | Reduced -535 |
| Sterling Capital Management LLC 0.00% of their portfolio | 182 $1.7k | Reduced -147 |
| ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio | 170 $1.5k | Added +38 |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 159 $1.4k | New |
| Covestor Ltd 0.00% of their portfolio | 154 $1.0k | Added +98 |
| GAMMA Investing LLC 0.00% of their portfolio | 149 $1.4k | Added +82 |
| IFP Advisors, Inc 0.00% of their portfolio | 103 $935 | Added +98 |
| Cornerstone Financial Management LLC 0.00% of their portfolio | 66 $599 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 65 $591 | Added +49 |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 58 $527 | Added +20 |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 28 $253 | Added +25 |
| True Wealth Design, LLC 0.00% of their portfolio | 20 $182 | Added +10 |
| Essential Partners LLC 0.00% of their portfolio | 5 $45 | Reduced -18 |
| Clearstead Advisors, LLC 0.00% of their portfolio | 2 $20 | New |
| GHP Investment Advisors, Inc. 0.00% of their portfolio | 2 $19 | Unchanged |