Jim Simons’s CaliberCos CWD Stock Holding History

Jim Simons’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 Q2	–	Sell	-1,997	Closed	-$22.1K	–	3608
2025 Q1	$22.1K	Buy	1,997 +1,215	+155%	+$15.1K	﹤0.01%	3354
2024 Q4	$10.9K	Sell	782 -122	-13%	-$1.4K	﹤0.01%	3516
2024 Q3	$11.3K	Sell	904 -536	-37%	-$7.04K	﹤0.01%	3454
2024 Q2	$24.2K	Buy	1,440 +545	+61%	+$9.88K	﹤0.01%	3366
2024 Q1	$18K	Buy	+895	New	+$21.5K	﹤0.01%	3595

Other funds holding CWD

FFO

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

TRCT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jim Simons's CWD Position: Q2 2025 in Review

Jim Simons sold out of CaliberCos (CWD) in Q2 2025, closing a stake of 1,997 shares — an estimated $22.1K sold.

Jim Simons first reported a position in CWD in Q1 2024 and held it in 5 quarters. The position peaked at $24.2K in Q2 2024. 7 funds tracked by Wall St. Rank hold CWD as of Q2 2025.

Jim Simons reported no remaining CaliberCos position as of Q2 2025 after selling out during the quarter.
Jim Simons sold 1,997 CaliberCos shares in Q2 2025, an estimated $22.1K.
Jim Simons first reported a position in CaliberCos in Q1 2024 and held it in 5 quarters.
Jim Simons's CaliberCos position peaked at $24.2K in Q2 2024.
7 funds tracked by Wall St. Rank held CaliberCos as of Q2 2025.

Based on Renaissance Technologies's 13F filing for Q2 2025, filed 13 Aug 2025.