Across its top 15 institutional holders, CWD's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 32/100).

Quarterly Activity

Recent Activity

+$123.3K

Total Buy Value

$88.9K

Total Sell Value

New buy3

Trim4

Add2

Sold out4

Net Buyers

Net Sellers

Smart Money Convergence

CWD does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/CWD

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-17

2026-07-17

CaliberCos Inc. announced it has broken ground on a Hyatt Studios extended-stay hotel in Steamboat Springs, Colorado. The 114-room, four-story hotel is expected to open in the second half of 2027. This is the first of three Hyatt Studios projects Caliber is developing across Colorado, Arizona, and Texas.

View Full Filing (SEC EDGAR)

2026-07-06

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

13000T604

FAQ

Who are the top institutional investors holding CALIBERCOS INC-CL A (CWD)?

Major stakeholders currently include Geode Capital Management, LLC ($75.6K), Vanguard Fiduciary Trust Co ($41.1K), Vanguard Capital Management LLC ($30.3K). Based on the latest 13F filings, there are a total of 15 tracked investment funds and institutions maintaining positions in CWD.

What is the overall institutional sentiment toward CWD recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $76.5K, driven by 5 managers accumulating shares while 8 reduced their exposure.

Which institutions have been selling or reducing their CWD positions?

In the latest period, 4 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $88.9K.

Are there any notable investors adding CWD to their portfolios?

Yes, buying activity remains notable. 3 institutions opened new positions in {ticker}, and 2 existing holders added to their shares. The total reported buy value for the quarter amounted to $123.3K.

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Developer Access

Access CWD's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/CWD

CLI

npx alphasmo stocks get CWD

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