Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / Stock
-
Total 13F shares
-
563,256
-
Share change
-
-50,106
-
Total reported value
-
$726,538
-
Price per share
-
$1.29
-
Number of holders
-
10
-
Value change
-
-$64,669
-
Number of buys
-
3
-
Number of sells
-
2
Institutional Holders of CaliberCos Inc. - Stock (CWD) as of Q4 2023
As of 31 Dec 2023 CaliberCos Inc. - Stock (CWD) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 563,256 shares of stock of the company.
Largest 10 holders included Mariner, LLC, CAPITAL INSIGHT PARTNERS, LLC, Fortitude Family Office, LLC, 1776 Wealth LLC, ROYAL BANK OF CANADA, BANK OF AMERICA CORP /DE/, Tower Research Capital LLC (TRC), Tidemark, LLC, Qube Research & Technologies Ltd, and JPMORGAN CHASE & CO.
This table shows 10 institutional shareholders of the security as of 31 Dec 2023.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.