CaliberCos Inc. Class A Common Stock — Institutional Ownership
Which tracked institutions hold CWD, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
5
Funds holding
$24953
Total value held
Buying
3 added/new · 0 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Northern Trust Corp | $13494 | 20604 | +9615 | +87.50% |
| 2 | Ubs Group Ag | $10394 | 15869 | +15869 | NEW BUY |
| 3 | Royal Bank Of Canada | $1000 | 1048 | — | Held |
| 4 | Barclays Plc | $40 | 61 | +61 | NEW BUY |
| 5 | Morgan Stanley | $25 | 38 | — | Held |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.