Dodge & Cox
GLPI icon

Dodge & Cox’s Gaming and Leisure Properties GLPI Stock Holding History

Dodge & Cox’s Portfolio GLPI Stock Details GLPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$613M Buy
13,773,135
+314,978
+2% +$14.7M 0.32% 82
2026
Q1 		$597M Sell
13,458,157
-131,805
-1% -$6.11M 0.33% 83
2025
Q4 		$607M Buy
13,589,962
+7,105
+0.1% +$315K 0.33% 79
2025
Q3 		$633M Sell
13,582,857
-35,500
-0.3% -$1.67M 0.34% 79
2025
Q2 		$636M Buy
13,618,357
+108,748
+0.8% +$5.14M 0.36% 74
2025
Q1 		$688M Buy
13,509,609
+10,975
+0.1% +$539K 0.39% 72
2024
Q4 		$650M Buy
13,498,634
+5,797,299
+75% +$290M 0.38% 72
2024
Q3 		$396M Buy
7,701,335
+1,176,472
+18% +$58.3M 0.22% 86
2024
Q2 		$295M Buy
6,524,863
+92,476
+1% +$4.08M 0.18% 84
2024
Q1 		$296M Buy
6,432,387
+29,806
+0.5% +$1.37M 0.17% 86
2023
Q4 		$316M Buy
6,402,581
+302,140
+5% +$14M 0.2% 84
2023
Q3 		$278M Sell
6,100,441
-46,678
-0.8% -$2.22M 0.19% 86
2023
Q2 		$298M Sell
6,147,119
-84,560
-1% -$4.22M 0.2% 85
2023
Q1 		$324M Sell
6,231,679
-84,032
-1% -$4.39M 0.22% 85
2022
Q4 		$329M Buy
6,315,711
+11,672
+0.2% +$582K 0.23% 83
2022
Q3 		$279M Sell
6,304,039
-64,130
-1% -$3.17M 0.21% 86
2022
Q2 		$292M Buy
6,368,169
+5,970,380
+1,501% +$273M 0.2% 83
2022
Q1 		$18.7M Buy
+397,789
New +$17.9M 0.01% 103

Other funds holding GLPI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dodge & Cox's GLPI Position: Q2 2026 in Review

Dodge & Cox increased its Gaming and Leisure Properties (GLPI) stake by 2.3% in Q2 2026, buying an estimated $14.7M and bringing the position to 13,773,135 shares worth $613M. The position accounts for 0.32% of the portfolio, ranked #82.

Dodge & Cox first reported a position in GLPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $688M in Q1 2025. 624 funds tracked by Wall St. Rank hold GLPI as of Q2 2026.

  • Dodge & Cox held 13,773,135 shares of Gaming and Leisure Properties worth $613M as of Q2 2026.
  • Dodge & Cox bought 314,978 Gaming and Leisure Properties shares in Q2 2026, an estimated $14.7M.
  • Gaming and Leisure Properties made up 0.32% of Dodge & Cox's portfolio in Q2 2026, its #82 holding.
  • Dodge & Cox first reported a position in Gaming and Leisure Properties in Q1 2022 and has held it in 18 quarters since.
  • Dodge & Cox's Gaming and Leisure Properties position peaked at $688M in Q1 2025.
  • 624 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.