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.
Q4 2023 vs. Q3 2023
How the institutions holding CaliberCos Inc. changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Q4 2023 | Change |
|---|---|---|---|
| Holders | 7 | 10 | +3 |
| Shares | 564.3K | 563.3K | −1.05K (−0.2%) |
| Value | $767.9K | $726.5K | −$41.4K (−5.4%) |
New holders (4)
Institutions that held CaliberCos Inc. at the end of Q4 2023 but not at the end of Q3 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Fortitude Family Office, LLC | 48,313 | $62.3K | 0.05% |
| Tower Research Capital LLC (TRC) | 2,411 | $3.11K | 0.00% |
| Tidemark, LLC | 744 | $960 | 0.00% |
| JPMorgan Chase & Co | 13 | $17 | 0.00% |
Sold out (1)
Institutions that held CaliberCos Inc. at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| WR Wealth Planners, LLC | 446 | $607 |