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.
Q3 2025 vs. Q2 2025
How the institutions holding CaliberCos Inc. changed between Q2 2025 and Q3 2025.
All holders in Q3 2025All holders in Q2 2025
| Measure | Q2 2025 | Q3 2025 | Change |
|---|---|---|---|
| Holders | 7 | 10 | +3 |
| Shares | 7.57K | 31.2K | +23.6K (+311.3%) |
| Value | $27.0K | $138.7K | +$111.6K (+412.9%) |
New holders (5)
Institutions that held CaliberCos Inc. at the end of Q3 2025 but not at the end of Q2 2025.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Captrust Financial Advisors | 11,514 | $51.1K | 0.00% |
| Brookwood Investment Group LLC | 11,452 | $50.8K | 0.01% |
| Morgan Stanley | 1,770 | $7.86K | 0.00% |
| JPMorgan Chase & Co | 1,315 | $5.84K | 0.00% |
| Citigroup Inc | 325 | $1.44K | 0.00% |
Sold out (2)
Institutions that held CaliberCos Inc. at the end of Q2 2025 and filed for Q3 2025 without it.
| Institution | Shares, Q2 2025 | Value, Q2 2025 |
|---|---|---|
| UBS Group AG | 2,367 | $8.36K |
| Raymond James Financial Inc | 300 | $1.06K |