As of the latest SEC filings, CaliberCos Inc. (CWD) is held by 3 institutional funds. The largest fund shareholder is Fidelity Extended Market Index Fund (FSMAX), holding an estimated $36,526.80 in market value, representing a significant portion of its portfolio.
Funds holding CaliberCos Inc. (CWD)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- CWD
- CIK:
- 0001627282
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $36,526.80 | 29,940 | Feb 28, 2026 | Apr 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $30,295.60 | 26,344 | Mar 31, 2026 | May 28, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.00% | $5,372.88 | 4,404 | Feb 28, 2026 | Apr 24, 2026 |
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