LMR Partners’s Gaming and Leisure Properties GLPI Stock Holding History

LMR Partners’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 Q1	$10.2M	Buy	230,106 +147,673	+179%	+$6.85M	0.02%	413
2025 Q4	$3.68M	Buy	+82,433	New	+$3.66M	0.01%	656
2022 Q3	–	Sell	-52,431	Closed	-$2.4M	–	1247
2022 Q2	$2.4M	Buy	+52,431	New	+$2.4M	0.04%	485
2020 Q3	–	Sell	-21,819	Closed	-$755K	–	527
2020 Q2	$755K	Sell	21,819 -27,129	-55%	-$845K	0.02%	391
2020 Q1	$1.36M	Sell	48,948 -20,204	-29%	-$828K	0.06%	114
2019 Q4	$2.98K	Hold	69,152	–	–	﹤0.01%	102
2019 Q3	$2.64M	Hold	69,152	–	–	0.13%	91
2019 Q2	$2.7M	Buy	69,152 +51,102	+283%	+$2.02M	0.1%	106
2019 Q1	$696K	Buy	+18,050	New	+$657K	0.04%	215
2016 Q2	–	Sell	-103,140	Closed	-$3.19K	–	521
2016 Q1	$3.19K	Buy	+103,140	New	+$2.8M	0.35%	42

Other funds holding GLPI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMR Partners's GLPI Position: Q1 2026 in Review

LMR Partners increased its Gaming and Leisure Properties (GLPI) stake by 179% in Q1 2026, buying an estimated $6.85M and bringing the position to 230,106 shares worth $10.2M. The position accounts for 0.02% of the portfolio, ranked #413.

LMR Partners first reported a position in GLPI in Q1 2016 and has held it in 10 quarters since. 591 funds tracked by Wall St. Rank hold GLPI as of Q1 2026.

LMR Partners held 230,106 shares of Gaming and Leisure Properties worth $10.2M as of Q1 2026.
LMR Partners bought 147,673 Gaming and Leisure Properties shares in Q1 2026, an estimated $6.85M.
Gaming and Leisure Properties made up 0.02% of LMR Partners's portfolio in Q1 2026, its #413 holding.
LMR Partners first reported a position in Gaming and Leisure Properties in Q1 2016 and has held it in 10 quarters since.
591 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.