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, Q1 2025
Institutional positions in CaliberCos Inc. as of Mar 31, 2025. 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
- 19
- +1 vs. Q4 2024
- Shares held
- 873.7K
- +181.2K (+26.2%) vs. Q4 2024
- Total value
- $484.0K
- −$616 (−0.1%) vs. Q4 2024
- New holders
- 3
- 3 more added
- Sold out
- 2
- 6 more reduced
Compare with Q4 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 | $138.7K |
| Q2 2025 | 7 | $27.0K |
| Q1 2025 | 19 | $484.0K |
| Q4 2024 | 18 | $484.7K |
| Q3 2024 | 15 | $457.7K |
| Q2 2024 | 14 | $544.9K |
| Q1 2024 | 15 | $632.9K |
| Q4 2023 | 10 | $726.5K |
| Q3 2023 | 7 | $767.9K |
| Q2 2023 | 8 | $1.13M |
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding CaliberCos Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 165,110 | $91.5K | 0.00% | +56,345+51.8% | Added |
| Clark Capital Management Group, Inc. | 141,056 | $78.1K | 0.00% | +141,056 | New |
| Koshinski Asset Management, Inc. | 140,000 | $77.5K | 0.01% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 102,822 | $57.0K | 0.00% | −3,221−3.0% | Reduced |
| Fortitude Family Office, LLC | 48,313 | $26.8K | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 39,941 | $22.1K | 0.00% | +24,309+155.5% | Added |
| Ironwood Investment Counsel, LLC | 33,029 | $18.3K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 32,000 | $17.7K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,723 | $17.0K | 0.00% | +30,723 | New |
| Virtu Financial LLC | 25,791 | $14.0K | 0.00% | +10,408+67.7% | Added |
| 1776 Wealth LLC | 25,000 | $13.8K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 20,979 | $12.0K | 0.00% | 00.0% | Unchanged |
| ACT Advisors, LLC. | 21,335 | $11.8K | 0.01% | −8,823−29.3% | Reduced |
| Two Sigma Securities, LLC | 18,216 | $10.1K | 0.00% | +18,216 | New |
| Vanguard Group Inc | 14,419 | $7.99K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 11,431 | $6.33K | 0.00% | −10,000−46.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,436 | $1.90K | 0.00% | −13−0.4% | Reduced |
| Bank of America Corp | 93 | $51 | 0.00% | −10,922−99.2% | Reduced |
| JPMorgan Chase & Co | 16 | $9 | 0.00% | −2−11.1% | Reduced |
| UBS Group AG | 0 | $0 | 0.00% | −55,830−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −11,060−100.0% | Sold out |