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CaliberCos Inc

CWD
2.715USD
-0.115-4.06%
Close 11/04, 16:00ETQuotes delayed by 15 min
3.59MMarket Cap
LossP/E TTM

CaliberCos Inc

2.715
-0.115-4.06%

More Details of CaliberCos Inc Company

CaliberCos Inc. is a real estate investor, developer, and asset manager. The Company is engaged in building wealth for its clients by creating, managing, and servicing middle-market investment funds, private syndications, and direct investments. Through its funds, the Company invests primarily in real estate, private equity, and debt facilities. The Company markets and fundraises to private investors, family offices, and institutions (Direct Channel) and to registered investment advisers and independent broker-dealers (Wholesale Channel). Its asset management activities are complemented with transaction and advisory services, including development and construction management, acquisition and disposition expertise, and fund formation. The Company provides various support services to the investments it manages, including asset management services, fund set-up services, lending support, construction and development management, and real estate brokerage.

CaliberCos Inc Info

Ticker SymbolCWD
Company nameCaliberCos Inc
IPO dateMay 17, 2023
CEOMr. John C. (Chris) Loeffler, II
Number of employees81
Security typeOrdinary Share
Fiscal year-endMay 17
Address8901 E. Mountain View Rd.
CitySCOTTSDALE
Stock exchangeNASDAQ Capital Market Consolidated
CountryUnited States of America
Postal code85258
Phone14802957600
Websitehttps://www.caliberco.com
Ticker SymbolCWD
IPO dateMay 17, 2023
CEOMr. John C. (Chris) Loeffler, II

Company Executives of CaliberCos Inc

Name
Name/Position
Position
Shareholding
Change
Mr. Gregory James
Mr. Gregory James
Chief Operating Officer
Chief Operating Officer
32.16K
--
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
21.53K
+16.55%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
16.18K
+19.27%
Mr. William J. (Bill) Gerber
Mr. William J. (Bill) Gerber
Independent Director
Independent Director
651.00
+0.15%
Mr. Michael Trzupek
Mr. Michael Trzupek
Independent Director
Independent Director
554.00
+0.18%
Mr. Ilya Grozovsky
Mr. Ilya Grozovsky
Vice President of Investor Relations & Corporate Development
Vice President of Investor Relations & Corporate Development
--
--
Mr. Lawrence X. Taylor, III
Mr. Lawrence X. Taylor, III
Independent Director
Independent Director
--
--
Mr. John C. (Chris) Loeffler, II
Mr. John C. (Chris) Loeffler, II
Chairman of the Board, Chief Executive Officer
Chairman of the Board, Chief Executive Officer
--
--
Mr. Roy Bade
Mr. Roy Bade
Chief Development Officer
Chief Development Officer
--
--
Mr. Daniel P. (Dan) Hansen
Mr. Daniel P. (Dan) Hansen
Independent Director
Independent Director
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Gregory James
Mr. Gregory James
Chief Operating Officer
Chief Operating Officer
32.16K
--
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
21.53K
+16.55%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
16.18K
+19.27%
Mr. William J. (Bill) Gerber
Mr. William J. (Bill) Gerber
Independent Director
Independent Director
651.00
+0.15%
Mr. Michael Trzupek
Mr. Michael Trzupek
Independent Director
Independent Director
554.00
+0.18%
Mr. Ilya Grozovsky
Mr. Ilya Grozovsky
Vice President of Investor Relations & Corporate Development
Vice President of Investor Relations & Corporate Development
--
--

Revenue Breakdown

No Data
No Data
By Business
By Region
No Data

Shareholding Stats

Updated: Wed, Oct 22
Updated: Wed, Oct 22
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Schrader (Donnie R)
4.09%
James (Gregory Randolph)
0.78%
Bade (Roy John)
0.69%
Leung (Jade)
0.52%
Loeffler (John C II)
0.41%
Other
93.51%
Shareholders
Shareholders
Proportion
Schrader (Donnie R)
4.09%
James (Gregory Randolph)
0.78%
Bade (Roy John)
0.69%
Leung (Jade)
0.52%
Loeffler (John C II)
0.41%
Other
93.51%
Shareholder Types
Shareholders
Proportion
Individual Investor
7.31%
Investment Advisor
0.44%
Hedge Fund
0.01%
Other
92.24%

Institutional Shareholding

Updated: Wed, Oct 1
Updated: Wed, Oct 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q3
30
19.03K
0.37%
-45.78K
2025Q2
40
262.79K
27.65%
-49.96K
2025Q1
39
302.70K
37.19%
+31.46K
2024Q4
36
4.99M
33.17%
+43.96K
2024Q3
32
5.03M
33.47%
+166.52K
2024Q2
28
4.88M
32.60%
+70.72K
2024Q1
23
5.05M
43.52%
+4.26M
2023Q4
20
4.98M
43.07%
+4.18M
2023Q3
16
5.77M
50.36%
+4.98M
2023Q2
13
4.98M
45.12%
+4.98M

Shareholder Activity

Name
Shares Held
Proportion
Change
Chg %
Date
Schrader (Donnie R)
169.54K
4.09%
--
--
Jun 10, 2025
James (Gregory Randolph)
32.16K
0.78%
+32.16K
--
Jul 07, 2025
Bade (Roy John)
28.72K
0.69%
+3.40K
+13.42%
Jun 10, 2025
Leung (Jade)
21.53K
0.52%
+3.06K
+16.55%
Jun 10, 2025
Loeffler (John C II)
17.18K
0.41%
+2.61K
+17.95%
Jun 10, 2025
Schrader (Jennifer)
16.18K
0.39%
+2.61K
+19.27%
Jun 10, 2025
Martinez (Ignacio)
10.68K
0.26%
+1.60K
+17.59%
Jun 10, 2025
Hansen (Daniel Paul)
5.45K
0.13%
+1.00
+0.02%
Jun 10, 2025
Fortitude Family Office, LLC
2.42K
0.06%
-1.00
-0.04%
Jun 30, 2025
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Related ETFs

Name
Proportion
No Data

Dividend

A total of 0.00 USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data

Stock Split

Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
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