Brookwood Investment Group’s CaliberCos CWD Stock Holding History

Brookwood Investment Group’s Portfolio CWD Stock Details CWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-11,452	Closed	-$50.8K	–	526
2025 Q3	$50.8K	Buy	+11,452	New	+$42.7K	0.01%	473

Other funds holding CWD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Brookwood Investment Group's CWD Position: Q4 2025 in Review

Brookwood Investment Group sold out of CaliberCos (CWD) in Q4 2025, closing a stake of 11,452 shares — an estimated $50.8K sold.

Brookwood Investment Group first reported a position in CWD in Q3 2025 and held it in 1 quarter. The position peaked at $50.8K in Q3 2025. 16 funds tracked by Wall St. Rank hold CWD as of Q4 2025.

Brookwood Investment Group reported no remaining CaliberCos position as of Q4 2025 after selling out during the quarter.
Brookwood Investment Group sold 11,452 CaliberCos shares in Q4 2025, an estimated $50.8K.
Brookwood Investment Group first reported a position in CaliberCos in Q3 2025 and held it in 1 quarter.
Brookwood Investment Group's CaliberCos position peaked at $50.8K in Q3 2025.
16 funds tracked by Wall St. Rank held CaliberCos as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.