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Tower Research Capital (TRC)’s CaliberCos CWD Stock Holding History

Tower Research Capital (TRC)’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
Q2 		$3.02K Buy
4,610
+2,226
+93% +$2.12K ﹤0.01% 4588
2026
Q1 		$2.74K Sell
2,384
-434
-15% -$559 ﹤0.01% 4422
2025
Q4 		$3.49K Buy
2,818
+1,631
+137% +$4.37K ﹤0.01% 4361
2025
Q3 		$5.27K Buy
1,187
+717
+153% +$2.67K ﹤0.01% 4253
2025
Q2 		$1.66K Buy
470
+298
+173% +$1.57K ﹤0.01% 4766
2025
Q1 		$1.9K Hold
172
– – ﹤0.01% 4628
2024
Q4 		$2.41K Sell
172
-5
-3% -$57 ﹤0.01% 4846
2024
Q3 		$2.21K Sell
177
-1
-0.6% -$13 ﹤0.01% 5030
2024
Q2 		$2.99K Buy
178
+64
+56% +$1.16K ﹤0.01% 4942
2024
Q1 		$2.27K Sell
114
-7
-6% -$168 ﹤0.01% 5082
2023
Q4 		$3.11K Buy
+121
New +$3.49K ﹤0.01% 5123

Other funds holding CWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
DF
DecisionPoint Financial Mesa, Arizona $540M AUM 17.26% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Tower Research Capital (TRC)'s CWD Position: Q2 2026 in Review

Tower Research Capital (TRC) increased its CaliberCos (CWD) stake by 93% in Q2 2026, buying an estimated $2.12K and bringing the position to 4,610 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #4588.

Tower Research Capital (TRC) first reported a position in CWD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.27K in Q3 2025. 6 funds tracked by Wall St. Rank hold CWD as of Q2 2026.

  • Tower Research Capital (TRC) held 4,610 shares of CaliberCos worth $3.02K as of Q2 2026.
  • Tower Research Capital (TRC) bought 2,226 CaliberCos shares in Q2 2026, an estimated $2.12K.
  • CaliberCos made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #4588 holding.
  • Tower Research Capital (TRC) first reported a position in CaliberCos in Q4 2023 and has held it in 11 quarters since.
  • Tower Research Capital (TRC)'s CaliberCos position peaked at $5.27K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held CaliberCos as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.