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 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

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. 591 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.
591 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.