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.
Q1 2024 vs. Q4 2023
How the institutions holding CaliberCos Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 10 | 15 | +5 |
| Shares | 563.3K | 632.8K | +69.6K (+12.4%) |
| Value | $726.5K | $632.9K | −$93.6K (−12.9%) |
New holders (6)
Institutions that held CaliberCos Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Citadel Advisors LLC | 28,304 | $28.3K | 0.00% |
| Koshinski Asset Management, Inc. | 25,000 | $25.0K | 0.00% |
| Trajan Wealth LLC | 22,057 | $22.1K | 0.00% |
| Renaissance Technologies LLC | 17,900 | $18.0K | 0.00% |
| Vanguard Group Inc | 10,119 | $10.1K | 0.00% |
| WR Wealth Planners, LLC | 446 | $446 | 0.00% |
Sold out (1)
Institutions that held CaliberCos Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Tidemark, LLC | 744 | $960 |