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CWD · Company research

CaliberCos Inc. Class A Common Stock (CWD): Ownership & Institutional Holders

Reported institutional positions. Filing dates and sources matter.

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RESEARCH CONTEXT

Understand the numbers

Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.

24records availableReal Estate

Ownership & Institutional Holders data

Database-backed records only

24 rows
holder namecikperiod endshares heldmarket valueownership percentshares changeshares change percentfiling datedata source
MORGAN STANLEY895421Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3825———Aug 13, 2026SEC_13F_DATASET
Tower Research Capital LLC (TRC)1533421Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)46103019———Aug 11, 2026SEC_13F_DATASET
UBS Group AG1610520Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)133298730———Aug 13, 2026SEC_13F_DATASET
XTX Topco Ltd1828301Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2876518838———Aug 14, 2026SEC_13F_DATASET
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1141802Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)11———Aug 12, 2026SEC_13F_DATASET
Crewe Advisors LLC1730033Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)12180———Jul 24, 2026SEC_13F_DATASET
DecisionPoint Financial, LLC1938514Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)14292———Aug 5, 2026SEC_13F_DATASET
VANGUARD FIDUCIARY TRUST CO933478Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3575923422———Aug 13, 2026SEC_13F_DATASET
NORTHERN TRUST CORP73124Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2060413494———Aug 13, 2026SEC_13F_DATASET
HRT FINANCIAL LP1475597Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2821918———Aug 14, 2026SEC_13F_DATASET
Fortitude Family Office, LLC1950506Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)24151582———Jul 20, 2026SEC_13F_DATASET
Virtu Financial LLC1533964Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1930613———Aug 13, 2026SEC_13F_DATASET
GEODE CAPITAL MANAGEMENT, LLC1214717Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)4123127002———Aug 12, 2026SEC_13F_DATASET
SUSQUEHANNA INTERNATIONAL GROUP, LLP1446194Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)5648936995———Aug 14, 2026SEC_13F_DATASET
VANGUARD CAPITAL MANAGEMENT LLC2100119Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)3649723906———Aug 13, 2026SEC_13F_DATASET
Northern Trust Corp73124Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)2060413494000———Aug 13, 2026SEC_13F_HR
BARCLAYS PLC312069Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)6140———Aug 14, 2026SEC_13F_DATASET
ROYAL BANK OF CANADA1000275Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time)10481000———Aug 14, 2026SEC_13F_DATASET
Northern Trust Corp73124Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time)1098912637000———May 14, 2026SEC_13F_HR
Citigroup Inc.831001Tue Mar 31 2026 00:00:00 GMT+0000 (Coordinated Universal Time)32653755000———May 11, 2026SEC_13F_HR
Arbor Wealth Management LLC\AZ2149091Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time)4050———Aug 31, 2026SEC_13F_DATASET
Northern Trust Corp73124Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time)1098913626000———Feb 17, 2026SEC_13F_HR
Citigroup Inc.831001Wed Dec 31 2025 00:00:00 GMT+0000 (Coordinated Universal Time)11000———Feb 13, 2026SEC_13F_HR
Citigroup Inc.831001Tue Sep 30 2025 00:00:00 GMT+0000 (Coordinated Universal Time)3251443000———Nov 10, 2025SEC_13F_HR

Informational research only, not financial advice. Forecasts are uncertain and can be wrong.