Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / COM CL A
-
Number of holders
-
8
-
Total 13F shares, excl. options
-
588K
-
Shares change
-
+588K
-
Total reported value, excl. options
-
$1.13M
-
Value change
-
+$1.13M
-
Number of buys
-
8
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Price
-
$1.92
Significant Holders of CaliberCos Inc. - COM CL A (CWD) as of Q2 2023
8 filings reported holding CWD - CaliberCos Inc. - COM CL A as of Q2 2023.
CaliberCos Inc. - COM CL A (CWD) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 588K shares
.
Largest 8 shareholders include Mariner, LLC (340K shares), CAPITAL INSIGHT PARTNERS, LLC (166K shares), CITADEL ADVISORS LLC (29K shares), Royal Bank of Canada (21K shares), 1776 Wealth LLC (20K shares), Ground Swell Capital, LLC (11.1K shares), WR Wealth Planners, LLC (446 shares), and TOTH FINANCIAL ADVISORY CORP (298 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.