Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / COM CL A
-
Number of holders
-
18
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Total 13F shares, excl. options
-
693K
-
Shares change
-
-72.8K
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Total reported value, excl. options
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$485K
-
Value change
-
-$21.7K
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Number of buys
-
8
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Number of sells
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-4
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Price
-
$0.70
Significant Holders of CaliberCos Inc. - COM CL A (CWD) as of Q4 2024
20 filings reported holding CWD - CaliberCos Inc. - COM CL A as of Q4 2024.
CaliberCos Inc. - COM CL A (CWD) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 693K shares
.
Largest 10 shareholders include Koshinski Asset Management, Inc. (140K shares), CITADEL ADVISORS LLC (109K shares), GEODE CAPITAL MANAGEMENT, LLC (106K shares), UBS Group AG (55.8K shares), Fortitude Family Office, LLC (48.3K shares), Ironwood Investment Counsel, LLC (33K shares), Synergy Investment Management, LLC (32K shares), ACT Advisors, LLC. (30.2K shares), 1776 Wealth LLC (25K shares), and Creative Planning (21.4K shares).
This table shows the top 18 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.