Monitor for continued inflows into REITs or mid-cap financials; while passive-driven, this cluster may signal broader sector rotation. Lack of active manager participation limits bullish conviction.
Executive Summary
Three major passive institutional investors — Wells Fargo, Schwab, and UBS — increased their holdings in Gladstone Commercial Corp (GOOD) during Q4 2024, collectively adding $4.9 million in new positions. The cluster shows no selling activity, indicating one-sided institutional accumulation. While the moves are from passive managers, the aggregate size and coordinated timing suggest potential index-related rebalancing or sector rotation into REITs.
Key Financial Metrics
Institutional Positions
Net institutional flow: $4.9M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | ADD | +31.1% | $497.0K | $118.0K |
| Schwab | ADD | +51.3% | $10.8M | $3.7M |
| UBS | DOUBLED | +108.2% | $2.2M | $1.1M |
Key Facts
- 3 passive institutions added $4.9M in net new positions in GOOD during Q4 2024
- Schwab increased holdings by +51.3% (adding $3.7M), the largest dollar addition
- UBS doubled its position (+108.2%) from $1.1M to $2.2M
- No institutional selling was detected in this quarter
- All buyers are classified as mega-passive funds, suggesting index-driven activity
Financial Impact
Institutions added $4.9M in net new positions; total current holdings now $13.6M
Risk Factors
- Activity driven by passive indexing rather than fundamental conviction
- Limited float impact — total moves represent a small fraction of $605M market cap
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-GOOD-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | 8-K | $12.08 | awaiting T+20 | — | — |
Mar 20, 2026 31w ago | DEFA14A | $11.51 $12.65 | ▲ +9.91% | ▲ +0.59% | — |
Feb 28, 2026 34w ago | Institutional Cluster | $12.14 $11.23 | ▼ −7.47% | ▲ +0.46% | — |
US Market Status
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