Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / COM CL A
-
Number of holders
-
1
-
Total 13F shares, excl. options
-
2.42K
-
Shares change
-
-871K
-
Total reported value, excl. options
-
$8.53K
-
Value change
-
-$619K
-
Number of sells
-
-19
-
Price
-
$3.53
Significant Holders of CaliberCos Inc. - COM CL A (CWD) as of Q2 2025
19 filings reported holding CWD - CaliberCos Inc. - COM CL A as of Q2 2025.
CaliberCos Inc. - COM CL A (CWD) has 1 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.42K shares
.
Largest 10 shareholders include Fortitude Family Office, LLC (2.42K shares), Koshinski Asset Management, Inc. (0 shares), GEODE CAPITAL MANAGEMENT, LLC (0 shares), Ironwood Investment Counsel, LLC (0 shares), Creative Planning (0 shares), 1776 Wealth LLC (0 shares), VANGUARD GROUP INC (0 shares), Synergy Investment Management, LLC (0 shares), JPMORGAN CHASE & CO (0 shares), and Virtu Financial LLC (0 shares).
This table shows the top 1 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.