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.
Q2 2025 vs. Q1 2025
How the institutions holding CaliberCos Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 19 | 7 | −12 |
| Shares | 873.7K | 7.57K | −866.1K (−99.1%) |
| Value | $484.0K | $27.0K | −$457.0K (−94.4%) |
New holders (3)
Institutions that held CaliberCos Inc. at the end of Q2 2025 but not at the end of Q1 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| UBS Group AG | 2,367 | $8.36K | 0.00% |
| Crewe Advisors LLC | 621 | $2.19K | 0.00% |
| Raymond James Financial Inc | 300 | $1.06K | 0.00% |
Sold out (15)
Institutions that held CaliberCos Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Citadel Advisors LLC | 165,110 | $91.5K |
| Clark Capital Management Group, Inc. | 141,056 | $78.1K |
| Koshinski Asset Management, Inc. | 140,000 | $77.5K |
| Geode Capital Management, LLC | 102,822 | $57.0K |
| Renaissance Technologies LLC | 39,941 | $22.1K |
| Ironwood Investment Counsel, LLC | 33,029 | $18.3K |
| Synergy Investment Management, LLC | 32,000 | $17.7K |
| Susquehanna International Group, LLP | 30,723 | $17.0K |
| Virtu Financial LLC | 25,791 | $14.0K |
| 1776 Wealth LLC | 25,000 | $13.8K |
| ACT Advisors, LLC. | 21,335 | $11.8K |
| Two Sigma Securities, LLC | 18,216 | $10.1K |
| Vanguard Group Inc | 14,419 | $7.99K |
| Creative Planning | 11,431 | $6.33K |
| JPMorgan Chase & Co | 16 | $9 |