CWD
CaliberCos Inc.
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
—
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
CaliberCos Inc.
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
—
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No changes.
No changes.
Same SIC code · 6
Same SEC industry code: CBRE Group, Inc., Terreno Realty Corp, Cushman & Wakefield Ltd. and 3 more; no measured co-movers for CaliberCos Inc..
Same SIC code · 6
Same SEC industry code: CBRE Group, Inc., Terreno Realty Corp, Cushman & Wakefield Ltd. and 3 more; no measured co-movers for CaliberCos Inc..
Annual filing, covered
10-K parsed · Mar 26 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
No N-PORT holders
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
Annual filing, covered
10-K parsed · Mar 26 '26
Supply-chain ties, covered
None disclosed
Fund holders, covered
No N-PORT holders
13F holdings, covered
13F quarter · Jun 30 '26
Management, not covered
Not covered · DEF 14A, 8-K 5.02
Company IR feed, not covered
News via newswires & EDGAR
Products, patents, hiring, not covered
Not covered
No thesis.
CaliberCos Inc.
0.43
Caliber is a leading vertically integrated asset management firm, whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. We strive to build wealth for our investor clients by creating, managing, and servicing proprietary products including middle-market investment funds, private syndications, and direct investments. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. We earn asset management fees calculated as a percentage of managed capital in our Funds and Offerings. We market our services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions and through in-house client services. We believe that we provide investors attractive risk-adjusted returns by offering a balance of (i) structured offerings and ease of ownership, (ii) a pipeline of investment opportunities, primarily projects that range in value between $5.0 million and $50.0 million, and (iii) an integrated execution and processing platform. Our investment strategy leverages the local market intelligence and real-time data we gain from our operations to evaluate current investments, generate proprietary transaction flow, and implement various asset management strategies. Our Company was originally founded as Caliber Companies, LLC, organized under the laws of Arizona, and commenced operations in January 2009. In 2014, the Company was reorganized as CaliberCos Inc., as a Nevada corporation. In June 2018, we reincorporated in the state of Delaware. Our corporate office is located at 8901 E. Mountain View Rd. Ste 150, Scottsdale, Arizona.
Caliber is a leading vertically integrated asset management firm, whose primary goal is to enhance the wealth of investors seeking to make investments in middle-market assets. We strive to build wealth for our investor clients by creating, managing, and servicing proprietary products including middle-market investment funds, private syndications, and direct investments. Our funds include investment vehicles focused primarily on real estate, private equity, and debt facilities. We earn asset management fees calculated as a percentage of managed capital in our Funds and Offerings. We market our services through direct sales to private investors, wholesaling to investment advisers, direct sales to family offices and institutions and through in-house client services. We believe that we provide investors attractive risk-adjusted returns by offering a balance of (i) structured offerings and ease of ownership, (ii) a pipeline of investment opportunities, primarily projects that range in value between $5.0 million and $50.0 million, and (iii) an integrated execution and processing platform. Our investment strategy leverages the local market intelligence and real-time data we gain from our operations to evaluate current investments, generate proprietary transaction flow, and implement various asset management strategies. Our Company was originally founded as Caliber Companies, LLC, organized under the laws of Arizona, and commenced operations in January 2009. In 2014, the Company was reorganized as CaliberCos Inc., as a Nevada corporation. In June 2018, we reincorporated in the state of Delaware. Our corporate office is located at 8901 E. Mountain View Rd. Ste 150, Scottsdale, Arizona.
Tall tick = annual report · Source: EDGAR
| Manager | Value | % base | |
|---|---|---|---|
| Susquehanna International | $36,995 | 18.63% | new |
| Geodeindex-like | $36,274 | 18.27% | −15.72% |
| Vanguardindex-like | $23,906 | 12.04% | +38.54% |
| Vanguard Fiduciary Trustindex-like | $23,422 | 11.79% | 0.00% |
| XTX Topco | $18,838 | 9.49% | +32.08% |
| Manager | Value | % base | |
|---|---|---|---|
| Susquehanna International | $36,995 | 18.63% | new |
| Geodeindex-like | $36,274 | 18.27% | −15.72% |
| Vanguardindex-like | $23,906 | 12.04% | +38.54% |
| Vanguard Fiduciary Trustindex-like | $23,422 | 11.79% | 0.00% |
| XTX Topco | $18,838 | 9.49% | +32.08% |
+18.52%
shares held · 10 largest managers
Bull1
Bear1
Expected move
No implied move.