CaliberCos Inc.
CWD- Exchange
- Nasdaq
- Industry
- Real Estate
- SEC CIK
- 0001627282
No open-market purchases or sales by CaliberCos Inc. insiders were filed in the last 90 days; 17 institutions reported holding it in 13F filings for Q2 2026, worth $200.2K in total; no superinvestor holds it.
Q2 2023 vs. Q1 2023
How the institutions holding CaliberCos Inc. changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 0 | 8 | +8 |
| Shares | 0 | 588.1K | +588.1K |
| Value | $0 | $1.13M | +$1.13M |
New holders (8)
Institutions that held CaliberCos Inc. at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Mariner, LLC | 340,153 | $653.1K | 0.00% |
| Capital Insight Partners, LLC | 166,100 | $318.9K | 0.07% |
| Citadel Advisors LLC | 29,035 | $55.7K | 0.00% |
| Royal Bank of Canada | 20,979 | $40.0K | 0.00% |
| 1776 Wealth LLC | 20,000 | $38.4K | 0.02% |
| Ground Swell Capital, LLC | 11,128 | $21.4K | 0.05% |
| WR Wealth Planners, LLC | 446 | $856 | 0.00% |
| Toth Financial Advisory Corp | 298 | $573 | 0.00% |
Sold out (0)
Institutions that held CaliberCos Inc. at the end of Q1 2023 and filed for Q2 2023 without it.
None.