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 Mar 31, 2026. Source: SEC 13-F filings.
4
Funds holding
$13682
Total value held
Selling
1 added/new · 2 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Northern Trust Corp | $12637 | 10989 | — | Held |
| 2 | Royal Bank Of Canada | $1000 | 1048 | — | NEW BUY |
| 3 | Morgan Stanley | $44 | 38 | -866 | -95.80% |
| 4 | Citigroup Inc | $1 | 1 | -324 | -99.69% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.