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Equibles

ROYAL BANK OF CANADA

Bank

Position in CWD — CaliberCos Inc.

CIK 1000275 TORONTO, A6
Back to CWD Full portfolio

Position in CWD

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$686
-$519 QoQ
Shares Held
1,048
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
of 17 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CWD Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

ROYAL BANK OF CANADA holds $12,477,474,028 across 424 Asset Management names. CWD ranks #416 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BN
BROOKFIELD Corp /ON/
 115,757,146 $4,930,096,841
2 BAM
Brookfield Asset Management Ltd.
 21,259,887 $953,505,928
3 STT
State Street Corp
 14,560,293 $835,530,113
4 BLK
BlackRock, Inc.
 955,812 $807,957,014
5 IVZ
Invesco Ltd.
 13,969,044 $730,648,498
6 BX
Blackstone Inc.
 4,850,489 $570,757,034
7 AMP
Ameriprise Financial Inc
 819,638 $376,017,122
8 APO
Apollo Global Management, Inc.
 3,134,284 $370,817,133

All Filings in CWD

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $686 1,048
2026-03-31 $1,205 1,048
2025-12-31 $1,299 1,048
2025-09-30 $4,653 1,048
2025-06-30 $3,699 1,048
2025-03-31 $11,622 20,979
2024-12-31 $14,664 20,979
2024-09-30 $13,090 20,979
2024-06-30 $17,643 20,979
2024-03-31 $20,979 20,979
2023-12-31 $27,062 20,979
2023-09-30 $28,531 20,979
2023-06-30 $40,279 20,979