Angel Oak Mortgage REIT, Inc. (NYSE: AOMD) investor group discloses 4.99% stake

Rhea-AI Filing Summary

Angel Oak Mortgage REIT, Inc. common stock ownership by Xylem Finance LLC, Davidson Kempner Capital Management LP, and Anthony A. Yoseloff is updated in this amendment. Together they report beneficial ownership of 1,158,320 shares of common stock, representing 4.99% of the class, based on 23,214,877 shares outstanding as of August 4, 2026. Each reporting person has 0 shares with sole voting or dispositive power and shared voting and dispositive power over all reported shares.

The amendment states that no transactions in Angel Oak Mortgage REIT common stock have been effected by the reporting persons since their prior amendment filed July 16, 2026, and identifies August 4, 2026 as the reference date for the current ownership level.

Key Figures

Beneficial ownership: 1,158,320 shares Ownership percentage: 4.99% Shares outstanding: 23,214,877 shares +2 more

5 metrics

Beneficial ownership 1,158,320 shares Shares of Angel Oak Mortgage REIT common stock beneficially owned by each reporting person

Ownership percentage 4.99% Percent of Angel Oak Mortgage REIT common stock represented by 1,158,320 shares

Shares outstanding 23,214,877 shares Angel Oak Mortgage REIT common shares outstanding as of August 4, 2026

Sole voting power 0 shares Number of shares over which each reporting person has sole voting power

Shared voting power 1,158,320 shares Number of shares over which each reporting person has shared voting power

Key Terms

beneficially owned, shared voting power, shared dispositive power, Percent of class

4 terms

beneficially owned regulatory

"for the aggregate number of shares of Common Stock and percentages of the Common Stock beneficially owned"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

shared voting power regulatory

"Shared Voting Power 1,158,320.00"

Shared voting power occurs when two or more parties jointly have the right to vote or decide how a block of company shares is cast, like co-owners who must agree before moving a piece of furniture. Investors care because who controls voting rights affects board elections, major corporate decisions and takeover outcomes, and shared control can alter regulatory disclosures and the practical influence any holder has over a company’s direction and value.

shared dispositive power regulatory

"Shared Dispositive Power 1,158,320.00"

Percent of class regulatory

"Percent of class represented by amount in Row (11) 4.99 %"

Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/06/2026 - 04:12 PM Accepted by SEC EDGAR 08/06/2026 - 04:10 PM Learn about SEC filing dates

FAQ

What percentage of Angel Oak Mortgage REIT (AOMD) do the reporting persons currently hold?

The reporting persons disclose beneficial ownership of 4.99% of Angel Oak Mortgage REIT’s common stock, based on 23,214,877 shares outstanding as of August 4, 2026, as stated in the company’s Quarterly Report on Form 10-Q.

How many Angel Oak Mortgage REIT (AOMD) shares are beneficially owned by the reporting group?

They report beneficial ownership of 1,158,320 shares of Angel Oak Mortgage REIT common stock. This share count is attributed to each reporting person and corresponds to 4.99% of the outstanding common stock, using 23,214,877 shares outstanding as the calculation base.

Who are the reporting persons in the latest Angel Oak Mortgage REIT (AOMD) Schedule 13D/A amendment?

The reporting persons are Xylem Finance LLC, Davidson Kempner Capital Management LP, and Anthony A. Yoseloff. All three report shared voting and shared dispositive power over the same 1,158,320 shares of Angel Oak Mortgage REIT common stock.

Do the reporting persons report any recent trades in Angel Oak Mortgage REIT (AOMD) shares?

No. They state that no transactions in Angel Oak Mortgage REIT common stock have been effected since the prior Amendment No. 9, which was filed on July 16, 2026, indicating unchanged holdings since that amendment’s filing date.

What share count does Angel Oak Mortgage REIT (AOMD) use to compute the 4.99% ownership figure?

The ownership percentage is calculated using 23,214,877 shares of Angel Oak Mortgage REIT common stock outstanding as of August 4, 2026, as reported in the company’s Form 10-Q for the quarterly period ended June 30, 2026.

Do the reporting persons have sole or shared voting power over Angel Oak Mortgage REIT (AOMD) shares?

Each reporting person has 0 shares with sole voting or dispositive power and 1,158,320 shares with shared voting and shared dispositive power. All voting and disposition authority over the reported shares is therefore characterized as shared rather than sole.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 10)

Angel Oak Mortgage REIT, Inc.

(Name of Issuer)

Common Stock, $0.01 par value per share

(Title of Class of Securities)

03464Y108

(CUSIP Number)

Alison Horton, Esq.
Davidson Kempner Capital Management LP, 9 West 57th Street, 29th Floor
New York, NY, 10019
212-446-4053

Adriana Schwartz
Seward & Kissel LLP, One Battery Park Plaza
New York, NY, 10004
212-574-1200

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

08/04/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 03464Y108

1

Name of reporting person

Xylem Finance LLC

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

WC

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,158,320.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,158,320.00

11

Aggregate amount beneficially owned by each reporting person

1,158,320.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

4.99 %

14

Type of Reporting Person (See Instructions)

OO

SCHEDULE 13D

CUSIP Number(s): 03464Y108

1

Name of reporting person

Davidson Kempner Capital Management LP

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,158,320.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,158,320.00

11

Aggregate amount beneficially owned by each reporting person

1,158,320.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

4.99 %

14

Type of Reporting Person (See Instructions)

PN

SCHEDULE 13D

CUSIP Number(s): 03464Y108

1

Name of reporting person

Anthony A. Yoseloff

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

AF

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

UNITED STATES

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 0.00
8	Shared Voting Power 1,158,320.00
9	Sole Dispositive Power 0.00
10	Shared Dispositive Power 1,158,320.00

11

Aggregate amount beneficially owned by each reporting person

1,158,320.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

4.99 %

14

Type of Reporting Person (See Instructions)

IN

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Common Stock, $0.01 par value per share
(b)	Name of Issuer: Angel Oak Mortgage REIT, Inc.
(c)	Address of Issuer's Principal Executive Offices: 3344 PEACHTREE ROAD NE, SUITE 1725, ATLANTA, GEORGIA , 30326.
Item 1 Comment: This Amendment No. 10 ("Amendment No. 10") amends and supplements the statement on Schedule 13D filed with the Securities and Exchange Commission on July 1, 2021 (the "Original Schedule 13D", and the Original Schedule 13D as amended, the "Schedule 13D"). This Amendment No. 10 amends and restates Items 5(a)-(c) and (e) as set forth below. Capitalized terms used herein and not otherwise defined in this Amendment No. 10 have the meanings set forth in the Schedule 13D.
Item 5.	Interest in Securities of the Issuer
(a)	See rows (11) and (13) of the cover pages to this Schedule 13D for the aggregate number of shares of Common Stock and percentages of the Common Stock beneficially owned by each of the Reporting Persons. The percentages used in this Schedule 13D are calculated based upon 23,214,877 shares of Common Stock outstanding as of August 4, 2026, as reported in the Issuer's Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2026, filed with the Securities and Exchange Commission on August 4, 2026.
(b)	See rows (7) through (10) of the cover page to this Schedule 13D for the number of shares of Common Stock as to which the Reporting Person has the sole or shared power to vote or direct the vote and sole or shared power to dispose or to direct the disposition.
(c)	No transactions in the shares of Common Stock have been effected by the Reporting Persons since the filing with the Securities and Exchange Commission on July 16, 2026 of Amendment No. 9 to the Original Schedule 13D by the Reporting Persons.
(e)	August 4, 2026.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Xylem Finance LLC

Signature:	/s/ Anthony A. Yoseloff
Name/Title:	Anthony A. Yoseloff, Executive Managing Member of Davidson Kempner Capital Management LP, Investment Manager of Xylem
Date:	08/06/2026

Davidson Kempner Capital Management LP

Signature:	/s/ Anthony A. Yoseloff
Name/Title:	Anthony A. Yoseloff, Executive Managing Member
Date:	08/06/2026

Anthony A. Yoseloff

Signature:	/s/ Anthony A. Yoseloff
Name/Title:	Anthony A. Yoseloff, Individually
Date:	08/06/2026