Institutional investors trim stakes in Shift4 Payments and Gaming & Leisure Properties

Clearbridge Investments LLC reduced its holding in Shift4 Payments, Inc. by 12.9% in the fourth quarter, selling 299,149 shares and ending the period with 2,025,529 shares, valued at about $127.5 million. The hedge fund now owns roughly 2.29% of the payment‑technology company's stock.

Prudential PLC cut its position in Gaming and Leisure Properties, Inc. by 72.0% in the same quarter, selling 24,546 shares and retaining 9,562 shares worth approximately $427,000. The real‑estate investment trust saw the hedge fund’s stake fall sharply after the disposition.

Both filings were disclosed in recent 13F reports to the U.S. Securities and Exchange Commission, reflecting broader adjustments by institutional investors in publicly traded U.S. companies.