Picton Mahoney Asset Management’s Gaming and Leisure Properties GLPI Stock Holding History

Picton Mahoney Asset Management’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	$1.6M	Buy	35,997 +7,784	+28%	+$361K	0.01%	601
2025 Q4	$1.26M	Buy	+28,213	New	+$1.25M	0.01%	493
2020 Q1	–	Sell	-294,200	Closed	-$12.7M	–	318
2019 Q4	$12.7M	Buy	294,200 +254,000	+632%	+$10.4M	0.85%	38
2019 Q3	$1.54M	Buy	+40,200	New	+$1.54M	0.11%	124
2015 Q3	–	Sell	-64,800	Closed	-$2.38M	–	306
2015 Q2	$2.38M	Hold	64,800	–	–	0.12%	129
2015 Q1	$2.39M	Buy	+64,800	New	+$2.19M	0.09%	129

Other funds holding GLPI

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 1-Year Est. Return

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

Picton Mahoney Asset Management's GLPI Position: Q1 2026 in Review

Picton Mahoney Asset Management increased its Gaming and Leisure Properties (GLPI) stake by 28% in Q1 2026, buying an estimated $361K and bringing the position to 35,997 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #601.

Picton Mahoney Asset Management first reported a position in GLPI in Q1 2015 and has held it in 6 quarters since. The position peaked at $12.7M in Q4 2019. 593 funds tracked by Wall St. Rank hold GLPI as of Q1 2026.

Picton Mahoney Asset Management held 35,997 shares of Gaming and Leisure Properties worth $1.6M as of Q1 2026.
Picton Mahoney Asset Management bought 7,784 Gaming and Leisure Properties shares in Q1 2026, an estimated $361K.
Gaming and Leisure Properties made up 0.01% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #601 holding.
Picton Mahoney Asset Management first reported a position in Gaming and Leisure Properties in Q1 2015 and has held it in 6 quarters since.
Picton Mahoney Asset Management's Gaming and Leisure Properties position peaked at $12.7M in Q4 2019.
593 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.