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.
13F holders, Q4 2024
Institutional positions in CaliberCos Inc. as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 18
- +3 vs. Q3 2024
- Shares held
- 692.5K
- −40.8K (−5.6%) vs. Q3 2024
- Total value
- $484.7K
- +$26.9K (+5.9%) vs. Q3 2024
- New holders
- 5
- 4 more added
- Sold out
- 2
- 2 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CWD on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 17 | $200.2K |
| Q1 2026 | 16 | $243.2K |
| Q4 2025 | 17 | $190.4K |
| Q3 2025 | 10 | $144.5K |
| Q2 2025 | 7 | $31.0K |
| Q1 2025 | 19 | $484.0K |
| Q4 2024 | 18 | $484.7K |
| Q3 2024 | 15 | $457.7K |
| Q2 2024 | 14 | $544.9K |
| Q1 2024 | 15 | $633.0K |
| Q4 2023 | 10 | $726.6K |
| Q3 2023 | 7 | $767.9K |
| Q2 2023 | 8 | $1.15M |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding CaliberCos Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Koshinski Asset Management, Inc. | 140,000 | $97.9K | 0.01% | +30,000+27.3% | Added |
| Citadel Advisors LLC | 108,765 | $76.0K | 0.00% | +86,462+387.7% | Added |
| Geode Capital Management, LLC | 106,043 | $74.1K | 0.00% | +66,188+166.1% | Added |
| UBS Group AG | 55,830 | $39.0K | 0.00% | +55,830 | New |
| Fortitude Family Office, LLC | 48,313 | $33.8K | 0.01% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 33,029 | $23.1K | 0.00% | +33,029 | New |
| Synergy Investment Management, LLC | 32,000 | $22.4K | 0.01% | +32,000 | New |
| ACT Advisors, LLC. | 30,158 | $21.1K | 0.01% | +30,158 | New |
| 1776 Wealth LLC | 25,000 | $17.5K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,979 | $15.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 21,431 | $15.0K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,383 | $11.0K | 0.00% | +15,383 | New |
| Renaissance Technologies LLC | 15,632 | $10.9K | 0.00% | −2,450−13.5% | Reduced |
| Vanguard Group Inc | 14,419 | $10.1K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,060 | $7.73K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 11,015 | $7.70K | 0.00% | +20.0% | Added |
| Tower Research Capital LLC (TRC) | 3,449 | $2.41K | 0.00% | −93−2.6% | Reduced |
| JPMorgan Chase & Co | 18 | $13 | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 0 | $0 | 0.00% | −340,153−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −47,194−100.0% | Sold out |