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CWD · NASDAQ · Asset Management

CaliberCos (CWD)

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

$0.7129
After hours+0.00 (+0.39%)
At close$0.7101(+36.82%)

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13F · 13D/G · Form 4

Institutions2.92%302.9K shares
16 holders · as of Jun 30, 2026
Insiders0.85%87.9K shares
4 holders · as of Jun 23, 2026
Other96.23%9.99M shares
remainder

10.38M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Two share counts disagree (10.38M in the company's Sep 22, 2026 report, 8.47M elsewhere); stakes use the report.

13F · 13D/G · Form 4

HolderStakeSharesDate
Susquehanna International Group, LLPInstitution
0.54%56,489as of Jun 30, 2026
Geode Capital Management, LLCInstitution
0.53%55,390as of Jun 30, 2026
Jade LeungInsiderofficer: CFO
0.50%32,178 · 19,496filed Apr 10, 2025
Vanguard Capital Management LLCInstitution
0.35%36,497as of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.34%35,759as of Jun 30, 2026
Gregory Randolph JamesInsiderofficer: CHIEF OPERATING OFFICER
0.31%32,155filed Jul 17, 2025
XTX Topco LtdInstitution
0.28%28,765as of Jun 30, 2026
HRT Financial LPInstitution
0.27%28,219as of Jun 30, 2026
Northern Trust CorpInstitution
0.20%20,604as of Jun 30, 2026
Virtu Financial LLCInstitution
0.19%19,306as of Jun 30, 2026
UBS Group AGInstitution
0.15%15,869as of Jun 30, 2026
Tower Research Capital LLC (TRC)Institution
0.04%4,610as of Jun 30, 2026
Michael RosalesInsiderofficer: Interim CFO
0.03%3,528filed Jun 23, 2026
Royal Bank of CanadaInstitution
0.01%1,048as of Jun 30, 2026
Jerome Alan Jr. ReidInsiderdirector
0.01%548filed Jun 23, 2026
Decisionpoint Financial, LLCInstitution
0.00%142as of Jun 30, 2026
Crewe Advisors LLCInstitution
0.00%121as of Jun 30, 2026
Barclays PLCInstitution
0.00%61as of Jun 30, 2026
Morgan StanleyInstitution
0.00%38as of Jun 30, 2026
Northwestern Mutual Wealth Management CoInstitution
0.00%1as of Jun 30, 2026
Donnie R. Schrader1Insider10 percent owner
3.42%185,498 · 169,537filed May 15, 2023
John C. Ii Loeffler2Insiderdirector, 10 percent owner, officer: CEO
2.25%32,661 · 15,557 · 185,336filed Sep 5, 2024
Jennifer Schrader3,4Insiderdirector, 10 percent owner, officer: President
0.45%31,361 · 15,057filed Apr 12, 2024
Ignacio Martinez5Insiderofficer: COO
0.20%20,339filed Apr 4, 2024
Roy John Bade6Insiderofficer: Ch. Development Officer
0.15%14,820 · 1,221filed Sep 28, 2023
  1. Last filed May 15, 2023; leaving the company requires no filing. Not in the bar.
  2. Last filed Sep 5, 2024; leaving the company requires no filing. Not in the bar.
  3. Last filed Apr 12, 2024; leaving the company requires no filing. Not in the bar.
  4. Jennifer Schrader reports a block also reported by Donnie R. Schrader; it is counted once, under Donnie R. Schrader.
  5. Last filed Apr 4, 2024; leaving the company requires no filing. Not in the bar.
  6. Last filed Sep 28, 2023; leaving the company requires no filing. Not in the bar.

13F, as of Jun 30, 2026

16 holders · 302.9K shares · 4 new positions · 9 increased · 2 reduced · 3 closed

HolderShares% outstandingChg q/qFiled
Susquehanna International Group, LLP56.5K0.54%+56.5KnewAug 14, 2026
Geode Capital Management, LLC55.4K0.53%−10.3KAug 12, 2026
Vanguard Capital Management LLC36.5K0.35%+10.2KAug 13, 2026
Vanguard Fiduciary Trust Co35.8K0.34%0Aug 13, 2026
XTX Topco Ltd28.8K0.28%+7.0KAug 14, 2026
HRT Financial LP28.2K0.27%+28.2KAug 14, 2026
Northern Trust Corp20.6K0.20%+9.6KAug 13, 2026
Virtu Financial LLC19.3K0.19%+19.3KnewAug 13, 2026

13D/G · 5% or more, as filed

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

Form 4

Latest trades

No open-market trades in the last 12 months.

House and Senate disclosures

Not reported.