HighTower Advisors’s Calidi Biotherapeutics CLDI Stock Holding History

HighTower Advisors’s Portfolio CLDI Stock Details CLDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.2K	Hold	5,220	–	–	﹤0.01%	3776
2026 Q1	$19.9K	Hold	5,220	–	–	﹤0.01%	3760
2025 Q4	$97.7K	Sell	5,220 -90	-2%	-$2.12K	﹤0.01%	3510
2025 Q3	$129K	Buy	5,310 +4,688	+754%	+$319K	﹤0.01%	3492
2025 Q2	$27.5K	Hold	622	–	–	﹤0.01%	3594
2025 Q1	$67.6K	Buy	622 +89	+17%	+$16.2K	﹤0.01%	3419
2024 Q4	$118K	Buy	+533	New	+$160K	﹤0.01%	3342

Other funds holding CLDI

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

HighTower Advisors's CLDI Position: Q2 2026 in Review

HighTower Advisors held its Calidi Biotherapeutics (CLDI) position steady in Q2 2026 at 5,220 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

HighTower Advisors first reported a position in CLDI in Q4 2024 and has held it in 7 quarters since. The position peaked at $129K in Q3 2025. 9 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

HighTower Advisors held 5,220 shares of Calidi Biotherapeutics worth $14.2K as of Q2 2026.
HighTower Advisors left its Calidi Biotherapeutics share count unchanged in Q2 2026.
Calidi Biotherapeutics made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3776 holding.
HighTower Advisors first reported a position in Calidi Biotherapeutics in Q4 2024 and has held it in 7 quarters since.
HighTower Advisors's Calidi Biotherapeutics position peaked at $129K in Q3 2025.
9 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.