CaliberCos Inc
CWD1.510USD
-0.020-1.31%
Close 12/19, 16:00（ET）Quotes delayed by 15 min
8.20MMarket Cap
LossP/E TTM
More Details of CaliberCos Inc Company
CaliberCos Inc. is a diversified alternative asset management firm. 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 direct channels and to wholesale channels. 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
CEOLoeffler (John C)
Number of employees81
Security typeOrdinary Share
Fiscal year-endMay 17
Address8901 E. Mountain View Rd.
CitySCOTTSDALE
Stock exchangeNASDAQ OMX - NASDAQ BASIC
CountryUnited States of America
Postal code85258
Phone14802957600
Websitehttps://www.caliberco.com
Ticker SymbolCWD
IPO dateMay 17, 2023
CEOLoeffler (John C)
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
Relevant data have not been disclosed by the company yet.
Relevant data have not been disclosed by the company yet.
By Business
By Region
Relevant data have not been disclosed by the company yet.
Shareholding Stats
Updated: Fri, Nov 21
Updated: Fri, Nov 21
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
Schrader (Donnie R)
2.76%
James (Gregory Randolph)
0.52%
Bade (Roy John)
0.47%
Leung (Jade)
0.35%
Loeffler (John C II)
0.28%
Other
95.61%
Shareholders
Shareholders
Proportion
Schrader (Donnie R)
2.76%
James (Gregory Randolph)
0.52%
Bade (Roy John)
0.47%
Leung (Jade)
0.35%
Loeffler (John C II)
0.28%
Other
95.61%
Shareholder Types
Shareholders
Proportion
Individual Investor
4.94%
Investment Advisor
0.46%
Research Firm
0.03%
Hedge Fund
0.02%
Other
94.55%
Institutional Shareholding
Updated: Mon, Dec 8
Updated: Mon, Dec 8
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q4
33
31.15K
1.22%
--
2025Q3
33
31.15K
1.36%
+23.58K
2025Q2
31
7.57K
6.87%
-36.11K
2025Q1
29
43.69K
7.02%
-12.07K
2024Q4
26
34.63K
5.07%
-2.04K
2024Q3
22
36.67K
4.59%
+4.05K
2024Q2
19
32.62K
4.41%
+975.00
2024Q1
18
31.64K
4.21%
+2.46K
2023Q4
15
28.56K
4.36%
+345.00
2023Q3
10
28.21K
4.25%
-1.19K
View more
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
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
Apr 25, 2025
Merger
20→1
Date
Type
Ratio
Apr 25, 2025
Merger
20→1
FAQs
Who are the top five shareholders of CaliberCos Inc?
The top five shareholders of CaliberCos Inc are:
Schrader (Donnie R) holds 169.54K shares, accounting for 4.09% of the total shares.
James (Gregory Randolph) holds 32.16K shares, accounting for 0.78% of the total shares.
Bade (Roy John) holds 28.72K shares, accounting for 0.69% of the total shares.
Leung (Jade) holds 21.53K shares, accounting for 0.52% of the total shares.
Loeffler (John C II) holds 17.18K shares, accounting for 0.41% of the total shares.
Schrader (Donnie R) holds 169.54K shares, accounting for 4.09% of the total shares.
James (Gregory Randolph) holds 32.16K shares, accounting for 0.78% of the total shares.
Bade (Roy John) holds 28.72K shares, accounting for 0.69% of the total shares.
Leung (Jade) holds 21.53K shares, accounting for 0.52% of the total shares.
Loeffler (John C II) holds 17.18K shares, accounting for 0.41% of the total shares.
What are the top three shareholder types of CaliberCos Inc?
The top three shareholder types of CaliberCos Inc are:
Schrader (Donnie R)
James (Gregory Randolph)
Bade (Roy John)
Schrader (Donnie R)
James (Gregory Randolph)
Bade (Roy John)
How many institutions hold shares of CaliberCos Inc (CWD)?
As of 2025Q4, 33 institutions hold shares of CaliberCos Inc, with a combined market value of approximately 31.15K, accounting for 1.22% of the total shares. Compared to 2025Q3, institutional shareholding has increased by -0.13%.
What is the biggest source of revenue for CaliberCos Inc?
In --, the -- business generated the highest revenue for CaliberCos Inc, amounting to -- and accounting for --% of total revenue.
