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 2024 vs. Q3 2024
How the institutions holding CaliberCos Inc. changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Q4 2024 | Change |
|---|---|---|---|
| Holders | 15 | 18 | +3 |
| Shares | 733.4K | 692.5K | −40.8K (−5.6%) |
| Value | $457.7K | $484.7K | +$26.9K (+5.9%) |
New holders (5)
Institutions that held CaliberCos Inc. at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| UBS Group AG | 55,830 | $39.0K | 0.00% |
| Ironwood Investment Counsel, LLC | 33,029 | $23.1K | 0.00% |
| Synergy Investment Management, LLC | 32,000 | $22.4K | 0.01% |
| ACT Advisors, LLC. | 30,158 | $21.1K | 0.01% |
| Virtu Financial LLC | 15,383 | $11.0K | 0.00% |
Sold out (2)
Institutions that held CaliberCos Inc. at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Mariner, LLC | 340,153 | $212.4K |
| Capital Insight Partners, LLC | 47,194 | $29.5K |