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CaliberCos (CWD) Institutional Ownership

CaliberCos logo
$1.02 +0.09 (+9.80%)
Closing price 05/19/2026 04:00 PM Eastern
Extended Trading
$0.99 -0.03 (-2.94%)
As of 05/19/2026 07:37 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 Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for CaliberCos (NASDAQ:CWD)

Current
Institutional Ownership
Percentage
4.06%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$148.40K
Number of
Institutional Sellers
(last 12 months)
0
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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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2026 XTX Topco Ltd22,680$28K0.0%N/A0.347%
2/12/2026 Jane Street Group LLC24,653$31K0.0%N/A0.378%
2/9/2026 Geode Capital Management LLC31,341$39K0.0%N/A0.480%
10/21/2025 Brookwood Investment Group LLC11,452$51K0.0%N/A0.249%
5/16/2025Clark 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%


CWD Institutional Ownership - Frequently Asked Questions

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), Brookwood Investment Group LLC ($51K), Geode Capital Management LLC ($39K), Jane Street Group LLC ($31K), and Capital Insight Partners LLC ($29K).Learn more on CaliberCos' institutional investors.

4.06% of CaliberCos' stock is owned by institutional investors. Learn more on CWD's institutional investor holdings.

The following institutional investors have purchased CaliberCos' stock in the last 24 months: Clark Capital Management Group Inc. ($141.06K), Geode Capital Management LLC ($97.53K), Citadel Advisors LLC ($86.46K), Koshinski Asset Management Inc. ($82.09K), Jane Street Group LLC ($24.65K), XTX Topco Ltd ($22.68K), and Brookwood Investment Group LLC ($11.45K).

Institutional investors have bought a total of 90,126 shares in the last 24 months. This purchase volume represents approximately $148.40K in transactions.


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This page (NASDAQ:CWD) was last updated on 5/20/2026 by MarketBeat.com Staff.
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