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Equibles

Tower Research Capital LLC (TRC)

Position in CWD — CaliberCos Inc.

CIK 1533421 NEW YORK, NY
Back to CWD Full portfolio

Position in CWD

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$3,019
+$278 QoQ
Shares Held
4,610
+93.4% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#10
of 17 holders
Holding Since
Dec 2023
11 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

Tower Research Capital LLC (TRC) holds $55,518,808 across 117 Asset Management names. CWD ranks #87 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 329,184 $23,724,476
2 BLK
BlackRock, Inc.
 8,834 $7,645,757
3 AMP
Ameriprise Financial Inc
 10,933 $5,015,623
4 BN
BROOKFIELD Corp /ON/
 60,503 $2,576,822
5 KKR
KKR & Co. Inc.
 15,343 $1,408,180
6 APO
Apollo Global Management, Inc.
 10,601 $1,254,204
7 BX
Blackstone Inc.
 9,757 $1,148,105
8 STT
State Street Corp
 7,965 $1,014,260

All Filings in CWD

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,019 4,610
2026-03-31 $2,741 2,384
2025-12-31 $3,494 2,818
2025-09-30 $5,270 1,187
2025-06-30 $1,659 470
2025-03-31 $1,903 3,436
2024-12-31 $2,410 3,449
2024-09-30 $2,210 3,542
2024-06-30 $2,986 3,551
2024-03-31 $2,273 2,273
2023-12-31 $3,110 2,411