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| Date | Value |
|---|---|
| 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 |