Polaris Capital Management’s Gaming and Leisure Properties GLPI Stock Holding History

Polaris Capital 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	$24M	Buy	540,300 +35,000	+7%	+$1.62M	1.96%	27
2025 Q4	$22.6M	Sell	505,300 -65,300	-11%	-$2.9M	1.87%	30
2025 Q3	$26.6M	Sell	570,600 -27,200	-5%	-$1.28M	1.75%	31
2025 Q2	$27.9M	Sell	597,800 -36,200	-6%	-$1.71M	1.86%	28
2025 Q1	$32.3M	Sell	634,000 -87,400	-12%	-$4.29M	1.85%	22
2024 Q4	$34.7M	Sell	721,400 -29,500	-4%	-$1.48M	1.68%	28
2024 Q3	$38.6M	Buy	+750,900	New	+$37.2M	1.9%	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

Polaris Capital Management's GLPI Position: Q1 2026 in Review

Polaris Capital Management increased its Gaming and Leisure Properties (GLPI) stake by 6.9% in Q1 2026, buying an estimated $1.62M and bringing the position to 540,300 shares worth $24M. The position accounts for 1.96% of the portfolio, ranked #27.

Polaris Capital Management first reported a position in GLPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $38.6M in Q3 2024. 591 funds tracked by Wall St. Rank hold GLPI as of Q1 2026.

Polaris Capital Management held 540,300 shares of Gaming and Leisure Properties worth $24M as of Q1 2026.
Polaris Capital Management bought 35,000 Gaming and Leisure Properties shares in Q1 2026, an estimated $1.62M.
Gaming and Leisure Properties made up 1.96% of Polaris Capital Management's portfolio in Q1 2026, its #27 holding.
Polaris Capital Management first reported a position in Gaming and Leisure Properties in Q3 2024 and has held it in 7 quarters since.
Polaris Capital Management's Gaming and Leisure Properties position peaked at $38.6M in Q3 2024.
591 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2026.

Based on Polaris Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.