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Synergy Investment Management’s CaliberCos CWD Stock Holding History

Synergy Investment Management’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
-1,600
Closed -$17.7K – 180
2025
Q1 		$17.7K Hold
1,600
– – 0.01% 327
2024
Q4 		$22.4K Buy
+1,600
New +$18.3K 0.01% 309

Other funds holding CWD

FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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 $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Synergy Investment Management's CWD Position: Q2 2025 in Review

Synergy Investment Management sold out of CaliberCos (CWD) in Q2 2025, closing a stake of 1,600 shares — an estimated $17.7K sold.

Synergy Investment Management first reported a position in CWD in Q4 2024 and held it in 2 quarters. The position peaked at $22.4K in Q4 2024. 7 funds tracked by Wall St. Rank hold CWD as of Q2 2025.

  • Synergy Investment Management reported no remaining CaliberCos position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 1,600 CaliberCos shares in Q2 2025, an estimated $17.7K.
  • Synergy Investment Management first reported a position in CaliberCos in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's CaliberCos position peaked at $22.4K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held CaliberCos as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.