CaliberCos (CWD) Long-Term Investments (2022 - 2026)

CaliberCos' (CWD) quarterly Long-Term Investments came in at $11.6 million in Q1 2026, down 27.04% year-on-year from $15.9 million in Q1 2025, and little changed quarter-over-quarter from $11.6 million in Q4 2025.

CaliberCos (CWD) Long-Term Investments (2022 - 2026) Analysis & Trends

CaliberCos' Long-Term Investments history runs 5 years deep, the most recent figure standing at $11.6 million for Q1 2026.

  • On a quarterly basis, Long-Term Investments fell 27.04% year-over-year to $11.6 million in Q1 2026; TTM through Mar 2026 was $11.6 million, a 27.04% decrease from a year earlier, with the FY2025 full-year figure at $11.6 million, up 2882.06% from the prior year.
  • Long-Term Investments held at $11.6 million in Q1 2026 per CWD's latest filing, from $11.6 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $84.1 million in Q1 2023 and bottomed at -$418000.0 in Q4 2024.
  • The 5-year median for Long-Term Investments is $12.1 million (2025), against an average of $26.4 million.
  • Across the five-year window, Long-Term Investments tumbled 112.67% in 2024 and surged 2882.06% in 2025, its largest moves.
  • Year by year, Long-Term Investments stood at $3.2 million in 2022, then climbed by 4.56% to $3.3 million in 2023, then plunged by 112.67% to -$418000.0 in 2024, then jumped by 2882.06% to $11.6 million in 2025, then fell by 0.25% to $11.6 million in 2026.
  • Per Business Quant, the three latest CWD Long-Term Investments figures stand at $11.6 million (Q1 2026), $11.6 million (Q4 2025), and $11.9 million (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Brookfield 1,236.60 Bn 1,311.20 Bn 18.56 Bn 82.87 Bn
2 BlackRock 161.01 Bn 148.08 Bn - 14.57 Bn
3 Blackstone 97.77 Bn 96.72 Bn - 32.75 Bn
4 Apollo Global Management 70.80 Bn 90.38 Bn -409.00 Mn 2.28 Bn
5 State Street 51.30 Bn 51.30 Bn - 3.88 Bn
6 Ameriprise Financial 48.54 Bn 39.27 Bn 4.57 Bn 58.97 Bn
7 Northern Trust 32.93 Bn 32.93 Bn - -
8 Raymond James Financial 32.59 Bn 17.67 Bn - 399.00 Mn
9 Price T Rowe 24.70 Bn 21.13 Bn - 3.17 Bn
10 CaliberCos 4.83 Mn 42.29 Mn 4.10 Mn 11.60 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 11.60 Mn
Dec 31, 2025 11.63 Mn
Sep 30, 2025 11.90 Mn
Jun 30, 2025 12.30 Mn
Mar 31, 2025 15.90 Mn
Dec 31, 2024 -418,000.00
Sep 30, 2024 19.70 Mn
Jun 30, 2024 18.80 Mn
Mar 31, 2024 9.73 Mn
Dec 31, 2023 3.30 Mn
Sep 30, 2023 84.08 Mn
Jun 30, 2023 84.08 Mn
Mar 31, 2023 84.08 Mn
Dec 31, 2022 3.16 Mn