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 2026
Institutional positions in CaliberCos Inc. as of Mar 31, 2026. 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
- 16
- 0 vs. Q4 2025
- Shares held
- 211.6K
- +93.7K (+79.5%) vs. Q4 2025
- Total value
- $243.2K
- +$97.4K (+66.8%) vs. Q4 2025
- New holders
- 5
- 2 more added
- Sold out
- 5
- 4 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding CaliberCos Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 38 | $44 | 0.00% | −866−95.8% | Reduced |
| Crewe Advisors LLC | 121 | $140 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 142 | $164 | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,048 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,238 | $1.42K | 0.00% | +1,238 | New |
| Tower Research Capital LLC (TRC) | 2,384 | $2.74K | 0.00% | −434−15.4% | Reduced |
| Fortitude Family Office, LLC | 2,415 | $2.78K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 3,265 | $3.75K | 0.00% | +3,264+326,400.0% | Added |
| UBS Group AG | 3,444 | $3.96K | 0.00% | −1,323−27.8% | Reduced |
| Northern Trust Corp | 10,989 | $12.6K | 0.00% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 15,704 | $18.1K | 0.00% | +15,704 | New |
| Citadel Advisors LLC | 21,254 | $24.4K | 0.00% | +21,254 | New |
| XTX Topco Ltd | 21,779 | $25.0K | 0.00% | −901−4.0% | Reduced |
| Vanguard Capital Management LLC | 26,344 | $30.3K | 0.00% | +26,344 | New |
| Vanguard Fiduciary Trust Co | 35,759 | $41.1K | 0.00% | +35,759 | New |
| Geode Capital Management, LLC | 65,723 | $75.6K | 0.00% | +34,382+109.7% | Added |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −24,653−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,626−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,280−100.0% | Sold out |
| Bank of America Corp | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Arbor Wealth Management LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |