Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Gladstone Commercial Corp (GOOD)

200 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
59%

Smart Money Signals — GOOD

Based on 202 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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 (99% of max)

99% of all-time peak
202 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 — +11% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

115 buying80 selling
Last quarter: 115 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 36 → 39 → 31. 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.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 18% medium ■ 25% new
114 out of 202 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.
📈

Growing discovery — still being found

30 → 21 → 36 → 39 → 31 new funds/Q
New funds entering each quarter: 21 → 36 → 39 → 31. A growing number of institutions are discovering GOOD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 26% newcomers

■ 60% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 205 holders: 124 (60%) are 2+ year veterans, 27 entered 1–2 years ago, and 54 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 39% AUM from major funds

39% from top-100 AUM funds
42 of 202 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 115 hedge funds were net buyers of GOOD (31 opened a new position, 84 added to an existing one), while 80 reduced or exited (46 trimmed, 34 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 39% of total institutional value in GOOD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 202.

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.

Is It Too Late to Buy Gladstone Commercial Corp (GOOD) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much GOOD has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
GOOD
+5.6%
XLRE
+7.4%

GOOD outperformed XLRE by -1.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
GOOD
-4.1%
XLRE
+1.5%

Since the filing became public, GOOD outperformed XLRE by -5.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

21 top-rated funds 0 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: GOOD
200 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 200 205 -2.44%
13F Shares 25M 25M -2.35%
Total Value $273M $268M 2.03%
New Positions 29 39 -10
Increased Positions 82 71 +11
Closed Positions 34 30 +4
Reduced Positions 46 59 -13
Total Calls 1 0 100%
Total Puts 2 2 -
PUT/CALL Ratio 2.0 0.0 Bearish

Statistics: GOOD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
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Institutional Holders (2026 Q1)

200 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Strategic Financial Concepts, LLC 0.41% 144,423 $1.7M
2 Beacon Investment Advisors LLC 0.19% 43,953 $502K
3 XML Financial, LLC 0.18% 190,937 $2.2M
4 Register Financial Advisors LLC 0.15% 35,627 $407K
5 Avenir Corp 0.09% 66,748 $763K
6 OLIO Financial Planning 0.09% 29,050 $332K
7 Odyssean, LLC 0.09% 20,993 $240K
8 Princeton Global Asset Management LLC 0.06% 34,124 $390K
9 First National Bank of Mount Dora, Trust Investment Services 0.05% 16,600 $205K
10 Inspire Investing, LLC 0.04% 44,891 $513K
11 Fox Run Management, L.L.C. 0.03% 14,582 $165K
12 Clark Wealth Partners 0.03% 3,260 $37K
13 Stratos Wealth Advisors, LLC 0.02% 33,581 $384K
14 Mangrove Partners IM, LLC 0.02% 25,366 $290K
15 Renaissance Technologies LLC 0.02% 1,170,224 $13.4M
16 AlphaQuest LLC 0.02% 34,308 $366K
17 Nebula Research & Development LLC 0.02% 14,512 $208K
18 Intrust Bank NA 0.02% 18,583 $212K
19 Tritonpoint Wealth, LLC 0.02% 13,535 $155K
20 Inscription Capital, LLC 0.02% 13,039 $149K
21 Exchange Traded Concepts, LLC 0.01% 139,080 $1.6M
22 State of New Jersey Common Pension Fund D 0.01% 249,690 $2.9M
23 Quantbot Technologies LP 0.01% 22,985 $263K
24 Evermay Wealth Management LLC 0.01% 7,690 $88K
25 Pinnacle Wealth Planning Services, Inc. 0.01% 7,910 $90K
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 59% buying: Last quarter: 115 funds bought or added vs 80 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for GOOD holders?

Strong quality — 39% AUM from major funds: 42 of 202 holders rank in the top 100 by AUM, accounting for 39% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held GOOD?

56% of holders stayed for 2+ years: 114 out of 202 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.

Is it too late to buy Gladstone Commercial Corp (GOOD) following the 2026 Q1 hedge fund 13F filings?

As of today, GOOD has moved -4.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.5% for the XLRE sector ETF — an outperformance of -5.6%. Since the quarter end (March 31, 2026), GOOD has gained +5.6% vs +7.4% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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