Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gladstone Commercial Corp (GOOD)

198 + Investors. Track Smart Money conviction in GOOD. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
2Q ▼
Buyers last Q
60%

Smart Money Signals — GOOD

Based on 201 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their GOOD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
201 hedge funds hold GOOD right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 60% buying

103 buying69 selling
Last quarter: 103 funds were net buyers (22 opened a brand new position + 81 added to an existing one). Only 69 were sellers (45 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 36 → 39 → 31 → 22. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 19% medium ■ 21% new
119 out of 201 hedge funds have held GOOD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +33% but shares only +10% — price-driven

Value
+32%
Shares
+9%
Last quarter: the total dollar value of institutional holdings rose +33%, but actual share count only changed +10%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

21 → 36 → 39 → 31 → 22 new funds/Q
New funds entering each quarter: 36 → 39 → 31 → 22. GOOD is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 63% veterans vs 26% newcomers

■ 63% veterans ■ 11% 1-2yr ■ 26% new
Entry-cohort mix of 202 holders: 127 (63%) are 2+ year veterans, 23 entered 1–2 years ago, and 52 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds
43 of 199 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in GOOD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — GOOD

In 2026 Q2, 103 hedge funds were net buyers of GOOD (22 opened a new position, 81 added to an existing one), while 69 reduced or exited (45 trimmed, 24 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net selling has persisted for two consecutive quarters. 51% of total institutional value in GOOD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 201.

Hedge Fund Ownership: GOOD

How many hedge funds hold GOOD — quarterly history vs. share price
Quarterly hedge fund ownership of GOOD vs. share price

Market Analysis: GOOD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GOOD

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: GOOD
198 + Investors

Track Smart Money conviction in GOOD. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 198 203 -2.46%
13F Shares 26M 25M 7.36%
Total Value $317M $273M 15.88%
New Positions 22 31 -9
Increased Positions 79 82 -3
Closed Positions 25 33 -8
Reduced Positions 45 47 -2
Total Calls 3 1 200.0%
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: GOOD

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Institutional Holders (2026 Q2)

198 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in GOOD. Verified SEC 13F-HR filings.

QUARTER:
Top 25 GOOD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Concepts, LLC 0.55% 151,511 $1.9M
2 Arrow Investment Advisors, LLC 0.20% 17,146 $211K
3 Beacon Investment Advisors LLC 0.17% 43,278 $532K
4 XML Financial, LLC 0.15% 162,387 $2.0M
5 Register Financial Advisors LLC 0.14% 36,396 $448K
6 Avenir Corp 0.09% 62,878 $773K
7 OLIO Financial Planning 0.09% 29,050 $357K
8 Princeton Global Asset Management LLC 0.06% 34,715 $427K
9 Odyssean, LLC 0.04% 20,993 $258K
10 First National Bank of Mount Dora, Trust Investment Services 0.04% 16,600 $204K
11 Inceptionr LLC 0.03% 11,481 $141K
12 Inspire Investing, LLC 0.03% 55,082 $678K
13 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.02% 1,668,481 $20.5M
14 Stratos Wealth Advisors, LLC 0.02% 33,761 $415K
15 Clark Wealth Partners 0.02% 3,260 $40K
16 State of Wyoming 0.02% 16,670 $205K
17 Renaissance Technologies LLC 0.02% 1,071,611 $13.2M
18 Intrust Bank NA 0.02% 18,013 $222K
19 Inscription Capital, LLC 0.01% 13,039 $160K
20 TritonPoint Partners, LLC 0.01% 13,672 $168K
21 Quantbot Technologies LP 0.01% 21,624 $266K
22 Evermay Wealth Management LLC 0.01% 7,690 $95K
23 Pinnacle Wealth Planning Services, Inc. 0.01% 7,910 $97K
24 Versant Capital Management, Inc 0.01% 7,828 $96K
25 Exchange Traded Concepts, LLC 0.01% 147,974 $1.8M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Gladstone Commercial Corp (GOOD)

What does the Smart Money Trend signal show for GOOD?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their GOOD positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for GOOD?

More buyers than sellers — 60% buying: Last quarter: 103 funds were net buyers (22 opened a brand new position + 81 added to an existing one). Only 69 were sellers (45 trimmed + 24 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for GOOD holders?

Elite ownership — 51% AUM from top-100 funds: 43 of 199 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in GOOD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held GOOD?

59% of holders stayed for 2+ years: 119 out of 201 hedge funds have held GOOD for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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