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CaliberCos Inc

CWD

4.930USD

+4.707+2110.76%
Close 05/02, 16:00ETQuotes delayed by 15 min
111.39MMarket Cap
LossP/E TTM

CaliberCos Inc

4.930

+4.707+2110.76%
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
Company codeCWD
Company nameCaliberCos Inc
IPO dateMay 17, 2023
Founded at2018
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
Company codeCWD
IPO dateMay 17, 2023
Founded at2018
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
18.47K
-7.16%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
13.56K
+140.24%
Mr. Ignacio Martinez
Mr. Ignacio Martinez
Chief Operating Officer
Chief Operating Officer
9.08K
+144.72%
Mr. William J. (Bill) Gerber, CPA
Mr. William J. (Bill) Gerber, CPA
Independent Director
Independent Director
650.00
--
Mr. Michael Trzupek
Mr. Michael Trzupek
Independent Director
Independent Director
553.00
--
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
--
--
Ms. Tamara Gonzalez
Ms. Tamara Gonzalez
Senior Vice President
Senior Vice President
--
--
Mr. Roy Bade
Mr. Roy Bade
Chief Development Officer
Chief Development Officer
--
--
Mr. Lawrence X. Taylor
Mr. Lawrence X. Taylor
Independent Director
Independent Director
--
--
Mr. Daniel P. (Dan) Hansen
Mr. Daniel P. (Dan) Hansen
Independent Director
Independent Director
--
--
Name
Name/Position
Position
Shareholding
Change
Mr. Jade Leung
Mr. Jade Leung
Chief Financial Officer, Corporate Secretary
Chief Financial Officer, Corporate Secretary
18.47K
-7.16%
Ms. Jennifer Schrader
Ms. Jennifer Schrader
President, Vice Chairman of the Board
President, Vice Chairman of the Board
13.56K
+140.24%
Mr. Ignacio Martinez
Mr. Ignacio Martinez
Chief Operating Officer
Chief Operating Officer
9.08K
+144.72%
Mr. William J. (Bill) Gerber, CPA
Mr. William J. (Bill) Gerber, CPA
Independent Director
Independent Director
650.00
--
Mr. Michael Trzupek
Mr. Michael Trzupek
Independent Director
Independent Director
553.00
--
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
--
--
Revenue Breakdown
No Data
No Data
By Business
By Region
No Data
Shareholder
Update time: Sun, Feb 23
Update time: Sun, Feb 23
Shareholder Statistics
Type
Shareholder Statistics
Shareholder
Proportion
Schrader (Donnie R)
18.25%
Bade (Roy John)
2.73%
Leung (Jade)
1.99%
Loeffler (John C II)
1.57%
Schrader (Jennifer)
1.46%
Other
74.00%
Shareholder Statistics
Shareholder
Proportion
Schrader (Donnie R)
18.25%
Bade (Roy John)
2.73%
Leung (Jade)
1.99%
Loeffler (John C II)
1.57%
Schrader (Jennifer)
1.46%
Other
74.00%
Type
Shareholder
Proportion
Individual Investor
1.39%
Investment Advisor
0.10%
Investment Advisor/Hedge Fund
0.04%
Hedge Fund
0.03%
Other
98.44%
Institutional Shareholding
Update time: Mon, Mar 3
Update time: Mon, Mar 3
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q1
36
5.86M
31.93%
+693.54K
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)
3.39M
21.33%
--
--
May 03, 2024
Bade (Roy John)
187.06K
1.18%
+6.10K
+3.37%
May 03, 2024
Leung (Jade)
256.64K
1.61%
+34.03K
+15.29%
May 15, 2024
Loeffler (John C II)
138.92K
0.87%
+6.00K
+4.51%
Sep 03, 2024
Schrader (Jennifer)
112.92K
0.71%
+6.27K
+5.88%
May 03, 2024
Martinez (Ignacio)
74.19K
0.47%
+4.70K
+6.76%
May 03, 2024
Koshinski Asset Management, Inc
140.00K
0.88%
+30.00K
+27.27%
Dec 31, 2024
Hansen (Daniel Paul)
109.01K
0.69%
+50.00K
+84.73%
Aug 16, 2024
Citadel Advisors LLC
108.77K
0.68%
+86.46K
+387.67%
Dec 31, 2024
Geode Capital Management, L.L.C.
106.04K
0.67%
+66.19K
+166.07%
Dec 31, 2024
View more
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