CaliberCos Inc.

CWD

Exchange: Nasdaq
Industry: Real Estate
SEC CIK: 0001627282

SEC filings (opens in a new tab)

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 2024 vs. Q1 2024

How the institutions holding CaliberCos Inc. changed between Q1 2024 and Q2 2024.

All holders in Q2 2024 All holders in Q1 2024

13F holders of CWD: Q1 2024 compared with Q2 2024
Measure	Q1 2024	Q2 2024	Change
Holders	15	14	−1
Shares	632.8K	652.3K	+19.5K (+3.1%)
Value	$632.9K	$544.9K	−$88.1K (−13.9%)

New holders (1)

Institutions that held CaliberCos Inc. at the end of Q2 2024 but not at the end of Q1 2024.

Institutions new to CWD in Q2 2024
Institution	Shares	Value	% of portfolio
UBS Group AG	3,783	$3.18K	0.00%

Sold out (2)

Institutions that held CaliberCos Inc. at the end of Q1 2024 and filed for Q2 2024 without it.

Institutions that sold out of CWD in Q2 2024
Institution	Shares, Q1 2024	Value, Q1 2024
Trajan Wealth LLC	22,057	$22.1K
WR Wealth Planners, LLC	446	$446