CaliberCos (CWD) Institutional Ownership $7.67 -0.62 (-7.48%) Closing price 09/12/2025 04:00 PM EasternExtended Trading$7.90 +0.24 (+3.06%) As of 09/12/2025 07:59 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for CaliberCos (NASDAQ:CWD)CurrentInstitutional OwnershipPercentage4.06%Number ofInstitutional Buyers(last 12 months)4TotalInstitutional Inflows(last 12 months)$4.77MNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$278.38K Get CWD Insider Trade Alerts Want to know when executives and insiders are buying or selling CaliberCos stock? 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Skip Chart & View Institutional Buying and Selling Data CWD Institutional Buying and Selling by Quarter CaliberCos Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/16/2025Clark Capital Management Group Inc.141,056$78K0.0%N/A15.184% 2/17/2025Citadel Advisors LLC108,765$76K0.0%+387.7%0.484% 2/12/2025Geode Capital Management LLC106,043$74K0.0%+166.1%0.472% 1/16/2025Koshinski Asset Management Inc.140,000$98K0.0%+27.3%0.623% 10/10/2024Koshinski Asset Management Inc.110,000$69K0.0%+90.0%0.504% 10/9/2024Capital Insight Partners LLC47,194$29K0.0%-32.1%0.216% 5/9/2024Koshinski Asset Management Inc.25,000$25K0.0%N/A0.174% 4/16/2024Capital Insight Partners LLC80,637$81K0.0%-29.3%0.582% 1/24/2024Capital Insight Partners LLC114,011$147K0.0%-31.4%0.823% 1/12/2024Fortitude Family Office LLC48,313$62K0.0%N/A0.349% 8/2/20231776 Wealth LLC20,000$38K0.0%N/A0.145% (Data available from 1/1/2016 forward) CWD Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of CWD shares? During the previous two years, the following institutional investors and hedge funds held shares of CaliberCos shares: Koshinski Asset Management Inc. ($98K), Clark Capital Management Group Inc. ($78K), Citadel Advisors LLC ($76K), Geode Capital Management LLC ($74K), and Fortitude Family Office LLC ($62K), Capital Insight Partners LLC ($29K).Learn more on CaliberCos' institutional investors. What percentage of CaliberCos' stock is owned by institutional investors? 4.06% of CaliberCos' stock is owned by institutional investors. Learn more on CWD's institutional investor holdings. Which institutional investors have been buying CaliberCos' stock? The following institutional investors have purchased CaliberCos' stock in the last 24 months: Clark Capital Management Group Inc. ($141.06K), Koshinski Asset Management Inc. ($107.09K), Citadel Advisors LLC ($86.46K), Geode Capital Management LLC ($66.19K), and Fortitude Family Office LLC ($48.31K). How much institutional buying is happening at CaliberCos? Institutional investors have bought a total of 375,800 shares in the last 24 months. This purchase volume represents approximately $4.77M in transactions. Which of CaliberCos' major shareholders have been selling company stock? The following institutional investors have sold CaliberCos stock in the last 24 months: Capital Insight Partners LLC ($22.30K). How much institutional selling is happening at CaliberCos? Institutional investors have sold a total of 22,295 shares in the last 24 months. This volume of shares sold represents approximately $278.38K in transactions. 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