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CWD · NASDAQ · Asset Management

CaliberCos

Sponsors and manages private middle-market real-estate funds and related development services.

$0.5373
After-hours close−0.00 (−0.11%)
At close$0.5379(−5.63%)

Breakdown13F · Form 4

Institutions 2.47%209.2K sharesInsiders 0.81%68.4K sharesOther 96.72%8.19M shares

Shares outstanding 8.47M · Float 8.28M · 97.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Geode Capital Management, LLC65.7K0.78%13FMay 15, 2026
Vanguard Fiduciary Trust Co35.8K0.42%13FMay 8, 2026
Gregory Randolph James · officer: CHIEF OPERATING OFFICER32.2K0.38%Form 4Jul 17, 2025
Vanguard Capital Management LLC26.3K0.31%13FMay 15, 2026
XTX Topco Ltd21.8K0.26%13FMay 15, 2026

Institutions13F, as of Mar 31, 2026

15 holders · 209.2K shares · 5 new positions · 7 increased · 4 reduced · 5 closed

HolderShares% outstandingChg q/qFiled
Geode Capital Management, LLC65.7K0.78%+34.4KMay 15, 2026
Vanguard Fiduciary Trust Co35.8K0.42%+35.8KnewMay 8, 2026
Vanguard Capital Management LLC26.3K0.31%+26.3KnewMay 15, 2026
XTX Topco Ltd21.8K0.26%−901May 15, 2026
Citadel Advisors LLC21.3K0.25%+21.3KnewMay 15, 2026
Two Sigma Securities, LLC15.7K0.19%+15.7KnewMay 15, 2026
Northern Trust Corp11.0K0.13%0May 14, 2026
UBS Group AG3.4K0.04%−1.3KMay 5, 2026

Beneficial owners13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

InsidersForm 4

InsiderRoleShares% outstandingFiled
Jade Leungofficer: CFO32.2K0.38%Apr 10, 2025
Gregory Randolph Jamesofficer: CHIEF OPERATING OFFICER32.2K0.38%Jul 17, 2025
Michael Rosalesofficer: Interim CFO3.5K0.04%Jun 23, 2026
Jerome Alan Jr. Reiddirector5480.01%Jun 23, 2026

1 ten-percent owner holds 355.0K shares by Form 4, outside the officers-and-directors figure above · 9 people have not refiled in the last 18 months (516.4K shares), so they are not in the figure above

Latest trades

No open-market trades in the last 12 months.

CongressHouse and Senate disclosures

Not reported.