CaliberCos Inc. Class A Common Stock(CWD)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

CWD iron condor setups CWD expected move CWD IV rank history

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

Snapshot
Info
Industry (SIC)
REAL ESTATE (6500)
Exchange
XNAS
Market Cap
$0.0B

CaliberCos Inc is an asset management firm investing across real and digital assets. It sponsors and manages private real estate investment funds and maintains a digital asset treasury approach focused on blockchain infrastructure assets. The company's activities are supported by transaction and advisory services, including development and construction management, acquisition and disposition services, brokerage, and fund formation services. The company operates through one reportable segment. It generates the majority of its revenue in the form of asset management fee revenues and performance …

Price History
Seasonality
MonthAvg ReturnYears of Data
Jan -11.68% 3
Feb -3.45% 3
Mar -6.62% 3
Apr -28.16% 3
May -11.93% 4
Jun -16.22% 4
Jul -15.27% 3
Aug +1.34% 3
Sep +12.88% 3
Oct -6.07% 3
Nov -16.11% 3
Dec -5.75% 3
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators
SMA 20: $0.92
SMA 50: $1.01
SMA 200: $2.16
Current: $0.76
EMA 12: $0.87
EMA 26: $0.93
MACD: -0.0592 | Signal: -0.0108
BEARISH
ADX (14): 20.30
WEAK TREND
+DI: 12.74
−DI: 28.08
Momentum Oscillators
RSI (14): 34.83
NEUTRAL
Stoch %K: 13.89
Stoch %D: 15.16
Williams %R: -89.88
Volume & Volatility
BB Upper: $1.07
BB Lower: $0.78
OVERSOLD
OBV: 387,743,232
Vol SMA 20: 112,227
Vol ROC: 39.88%
ATR: $0.09
True Range: $0.13
HV 20: 85.1%
HV 30: 137.2%
HV 60: 120.2%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:17.995000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Options Activity
Loading options activity...
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR25 and BF25 from the live options chain. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Volatility Surface

Enter a ticker to render the implied volatility surface.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
2.85
Correlation (SPY)
9.3%
R²
0.01
Ann. Volatility
380.6%
SPY Volatility
12.3%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

14 filers183,939 shares$214.64K value
# Filer Shares Value % of Total % of Float Period
1 GEODE CAPITAL MANAGEMENT, LLC Custodian 65,723 $75.58K 35.21% — 2026-03-31
2 VANGUARD GROUP INC Custodian 35,944 $44.57K 20.76% — 2025-12-31
3 XTX Topco Ltd 21,779 $25.05K 11.67% — 2026-03-31
4 CITADEL ADVISORS LLC Custodian 21,254 $24.44K 11.39% — 2026-03-31
5 TWO SIGMA SECURITIES, LLC 15,704 $18.06K 8.41% — 2026-03-31
6 NORTHERN TRUST CORP Custodian 10,989 $12.64K 5.89% — 2026-03-31
7 UBS Group AG Custodian 3,444 $3.96K 1.85% — 2026-03-31
8 CITIGROUP INC Custodian 3,265 $3.75K 1.75% — 2026-03-31
9 Tower Research Capital LLC (TRC) Custodian 2,384 $2.74K 1.28% — 2026-03-31
10 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,238 $1.42K 0.66% — 2026-03-31
11 MORGAN STANLEY Custodian 904 $1.12K 0.52% — 2025-12-31
12 ROYAL BANK OF CANADA Custodian 1,048 $1.00K 0.47% — 2026-03-31
13 DecisionPoint Financial, LLC 142 $164 0.08% — 2026-03-31
14 Crewe Advisors LLC 121 $140 0.07% — 2026-03-31
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period
Insider Activity
Latest: 2026-05-21
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-05-21 WILLIAM J GERBER Director Grant (A) +23,658 opt — EDGAR
2026-05-21 Lawrence X. III Taylor Director Grant (A) +23,658 opt — EDGAR
2025-06-20 Lawrence X. III Taylor Director Grant (A) +5,052 opt — EDGAR
2025-06-20 DANIEL PAUL HANSEN Director Grant (A) +5,052 opt — EDGAR
2025-06-20 WILLIAM J GERBER Director Grant (A) +5,052 opt — EDGAR
2025-06-20 Michael Trzupek Director Grant (A) +5,052 opt — EDGAR
2025-04-10 JADE LEUNG CFO Sell (S) −28,500 $0.46 -$13.1K EDGAR
2025-03-25 Michael Trzupek Director Grant (A) +32,246 opt — EDGAR
2025-03-25 DANIEL PAUL HANSEN Director Grant (A) +32,246 opt — EDGAR
2025-03-25 WILLIAM J GERBER Director Grant (A) +32,246 opt — EDGAR
2025-03-25 Lawrence X. III Taylor Director Grant (A) +32,246 opt — EDGAR
2024-10-02 WILLIAM J GERBER Director Grant (A) +29,984 opt — EDGAR
2024-10-02 Lawrence X. III Taylor Director Grant (A) +44,835 opt — EDGAR
2024-10-02 Michael Trzupek Director Grant (A) +29,984 opt — EDGAR
2024-10-02 DANIEL PAUL HANSEN Director Grant (A) +29,984 opt — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
8 insiders · @ $0.76
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 JENNIFER SCHRADER President 4,023,898 $3.05M $0 2 2024-04-12
2 JOHN C II LOEFFLER CEO 3,706,721 $2.81M $30.8K 6 2024-09-05
3 JADE LEUNG CFO 643,552 $488.2K $11.6K 4 2025-04-10
4 Ignacio Martinez COO 406,787 $308.6K $0 1 2024-04-04
5 ROY JOHN BADE Ch. Development Officer 367,053 $278.4K $0 1 2023-09-28
6 DANIEL PAUL HANSEN Director 109,012 $82.7K $113.8K 8 2025-06-20
7 Michael Trzupek Director 11,060 $8.4K $7.5K 5 2025-06-20
8 Lawrence X. III Taylor Director 8,000 $6.1K $7.2K 8 2026-05-21
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.