Renaissance Technologies
CWD icon

Renaissance Technologies’s CaliberCos CWD Stock Holding History

Renaissance Technologies’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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CA
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Renaissance Technologies's CWD Position: Q2 2025 in Review

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

Renaissance Technologies 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.

  • Renaissance Technologies reported no remaining CaliberCos position as of Q2 2025 after selling out during the quarter.
  • Renaissance Technologies sold 1,997 CaliberCos shares in Q2 2025, an estimated $22.1K.
  • Renaissance Technologies first reported a position in CaliberCos in Q1 2024 and held it in 5 quarters.
  • Renaissance Technologies'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.