CaliberCos

CWD

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CWD

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Major Shareholders Latest
Shareholder
Jennifer SchraderPresident, Co-Founder & Director	4.02%	355.02K	1.13%	+0	12/31/2025
John LoefflerCEO & Chairman of Board	1.11%	97.69K	0.31%	+0	12/31/2025
Roy BadeChief Development Officer	1.05%	92.48K	0.29%	+0	12/31/2025
Geode Capital Management, LLC	0.74%	65.72K	0.29%	+34.38K	03/31/2026
Vanguard Fiduciary Trust Company	0.40%	35.76K	--	+0	03/31/2026
Vanguard Capital Management, LLC	0.30%	26.34K	--	+26.34K	03/31/2026
XTX Markets Limited	0.25%	21.78K	0.08%	-901.00	03/31/2026
Citadel Advisors LLC	0.24%	21.25K	--	+21.25K	03/31/2026
Two Sigma Securities, LLC	0.18%	15.70K	--	+15.70K	03/31/2026
Northern Trust Global Investments	0.12%	10.99K	0.03%	+0	03/31/2026
Daniel HansenFormer Member of Advisory Board	0.06%	5.45K	0.02%	+0	12/31/2025
Michael RosalesSenior VP of Accounting, Financial Reporting & Tax and Acting CFO	0.04%	3.53K	--	+3.53K	06/14/2026
UBS Asset Management AG	0.04%	3.44K	0.03%	-1.32K	03/31/2026
Citigroup Inc.	0.04%	3.27K	0.04%	+3.26K	03/31/2026
Fortitude Family Office, LLC	0.03%	2.42K	<0.01%	+0	06/30/2026
Tower Research Capital Europe Limited	0.03%	2.38K	0.01%	-434.00	03/31/2026
Northwestern Mutual Wealth Management Company	0.01%	1.24K	--	+1.24K	03/31/2026
RBC Dominion Securities Inc.	0.01%	1.05K	<0.01%	+0	03/31/2026
William GerberIndependent Director	<0.01%	651.00	<0.01%	+0	12/31/2025
Michael TrzupekFormer Director	<0.01%	554.00	<0.01%	+0	12/31/2025

All Shareholders