Long Pond Capital
GLPI icon

Long Pond Capital’s Gaming and Leisure Properties GLPI Stock Holding History

Long Pond Capital’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 		– Sell
-993,810
Closed -$44.4M – 37
2025
Q4 		$44.4M Buy
+993,810
New +$44.1M 5.22% 8
2022
Q2 		– Sell
-512,135
Closed -$24M – 49
2022
Q1 		$24M Sell
512,135
-831,800
-62% -$37.4M 0.98% 27
2021
Q4 		$65.4M Buy
+1,343,935
New +$63.9M 2.33% 19
2021
Q3 		– Sell
-280,000
Closed -$13M – 45
2021
Q2 		$13M Buy
+280,000
New +$12.9M 0.45% 40
2021
Q1 		– Sell
-2,374,487
Closed -$101M – 44
2020
Q4 		$101M Buy
2,374,487
+483,156
+26% +$19.5M 3.36% 11
2020
Q3 		$69.8M Buy
+1,891,331
New +$68.8M 2.68% 17

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Long Pond Capital's GLPI Position: Q1 2026 in Review

Long Pond Capital sold out of Gaming and Leisure Properties (GLPI) in Q1 2026, closing a stake of 993,810 shares — an estimated $44.4M sold.

Long Pond Capital first reported a position in GLPI in Q3 2020 and held it in 6 quarters. The position peaked at $101M in Q4 2020. 598 funds tracked by Wall St. Rank hold GLPI as of Q1 2026.

  • Long Pond Capital reported no remaining Gaming and Leisure Properties position as of Q1 2026 after selling out during the quarter.
  • Long Pond Capital sold 993,810 Gaming and Leisure Properties shares in Q1 2026, an estimated $44.4M.
  • Long Pond Capital first reported a position in Gaming and Leisure Properties in Q3 2020 and held it in 6 quarters.
  • Long Pond Capital's Gaming and Leisure Properties position peaked at $101M in Q4 2020.
  • 598 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2026.

Based on Long Pond Capital's 13F filing for Q1 2026, filed 14 May 2026.