Morgan Stanley

SEC CIK: 0000895421
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

CWD holding history

CaliberCos Inc. in every 13F filed by Morgan Stanley, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CWD overview All 13F holders of CWD Full Q2 2026 holdings

Shares (Q2 2026): 38
Value: $25
% of portfolio: <0.1%
Quarters held: 4; Since Q3 2025

Holdings of CWD by Morgan Stanley, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38	$25	<0.1%	00.0%	Unchanged	Holders
Q1 2026	38	$44	<0.1%	−866−95.8%	Reduced	Holders
Q4 2025	904	$1.12K	<0.1%	−866−48.9%	Reduced	Holders
Q3 2025	1,770	$7.86K	<0.1%	+1,770	New	Holders