Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
-
Equity / COM CL A
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
563K
-
Shares change
-
-50.1K
-
Total reported value, excl. options
-
$727K
-
Value change
-
-$64.7K
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$1.29
Significant Holders of CaliberCos Inc. - COM CL A (CWD) as of Q4 2023
11 filings reported holding CWD - CaliberCos Inc. - COM CL A as of Q4 2023.
CaliberCos Inc. - COM CL A (CWD) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 563K shares
.
Largest 10 shareholders include Mariner, LLC (340K shares), CAPITAL INSIGHT PARTNERS, LLC (114K shares), Fortitude Family Office, LLC (48.3K shares), 1776 Wealth LLC (25K shares), ROYAL BANK OF CANADA (21K shares), BANK OF AMERICA CORP /DE/ (10.9K shares), Tower Research Capital LLC (TRC) (2.41K shares), Tidemark, LLC (744 shares), Qube Research & Technologies Ltd (700 shares), and JPMORGAN CHASE & CO (13 shares).
This table shows the top 10 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.