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HRT Financial’s CaliberCos CWD Stock Holding History

HRT Financial’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
2026
Q1 		– Sell
-14,626
Closed -$18K – 3951
2025
Q4 		$18K Buy
+14,626
New +$39.2K ﹤0.01% 2991

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

HRT Financial's CWD Position: Q1 2026 in Review

HRT Financial sold out of CaliberCos (CWD) in Q1 2026, closing a stake of 14,626 shares — an estimated $18K sold.

HRT Financial first reported a position in CWD in Q4 2025 and held it in 1 quarter. The position peaked at $18K in Q4 2025. 16 funds tracked by Wall St. Rank hold CWD as of Q1 2026.

  • HRT Financial reported no remaining CaliberCos position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 14,626 CaliberCos shares in Q1 2026, an estimated $18K.
  • HRT Financial first reported a position in CaliberCos in Q4 2025 and held it in 1 quarter.
  • HRT Financial's CaliberCos position peaked at $18K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held CaliberCos as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.