CaliberCos Inc
CWD2.715USD
-0.165-5.73%
Market hours （ET）Quotes delayed by 15 min
3.17MMarket Cap
LossP/E TTM
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.
Company 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
Name
Name/Position
Position
Shareholding
Change
Mr. Gregory James
Mr. Gregory James
Chief Operating Officer
Chief Operating Officer
32.16K
--
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
16.18K
+19.27%
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
1.43K
-92.28%
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
--
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
16.18K
+19.27%
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
1.43K
-92.28%
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, Jul 30
Updated: Wed, Jul 30
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Schrader (Donnie R)
17.84%
James (Gregory Randolph)
3.38%
Bade (Roy John)
3.02%
Schrader (Jennifer)
1.70%
Martinez (Ignacio)
1.12%
Other
72.93%
Shareholders
Shareholders
Proportion
Schrader (Donnie R)
17.84%
James (Gregory Randolph)
3.38%
Bade (Roy John)
3.02%
Schrader (Jennifer)
1.70%
Martinez (Ignacio)
1.12%
Other
72.93%
Shareholder Types
Shareholders
Proportion
Individual Investor
28.07%
Investment Advisor
1.82%
Hedge Fund
1.19%
Investment Advisor/Hedge Fund
0.60%
Research Firm
0.14%
Other
68.19%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
39
270.21K
28.43%
-42.70K
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
17.84%
--
--
Jun 10, 2025
Bade (Roy John)
28.72K
3.02%
+3.40K
+13.42%
Jun 10, 2025
Schrader (Jennifer)
16.18K
1.7%
+2.61K
+19.27%
Jun 10, 2025
Martinez (Ignacio)
10.68K
1.12%
+1.60K
+17.59%
Jun 10, 2025
Citadel Advisors LLC
8.26K
0.87%
+2.82K
+51.82%
Mar 31, 2025
Clark Capital Management Group, Inc.
7.05K
0.74%
+7.05K
--
Mar 31, 2025
Hansen (Daniel Paul)
5.45K
0.57%
+1.00
+0.02%
Jun 10, 2025
Geode Capital Management, L.L.C.
5.14K
0.54%
-161.00
-3.04%
Mar 31, 2025
Fortitude Family Office, LLC
2.42K
0.25%
--
--
Mar 31, 2025
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Dividend
A total of
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USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
No Data
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