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 Q2	$14.9M	Sell	335,100 -205,200	-38%	-$9.6M	1.41%	31
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Polaris Capital Management's GLPI Position: Q2 2026 in Review

Polaris Capital Management reduced its Gaming and Leisure Properties (GLPI) stake by 38% in Q2 2026, selling an estimated $9.6M and leaving 335,100 shares worth $14.9M. The position accounts for 1.41% of the portfolio, ranked #31.

Polaris Capital Management first reported a position in GLPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $38.6M in Q3 2024. 625 funds tracked by Wall St. Rank hold GLPI as of Q2 2026.

Polaris Capital Management held 335,100 shares of Gaming and Leisure Properties worth $14.9M as of Q2 2026.
Polaris Capital Management sold 205,200 Gaming and Leisure Properties shares in Q2 2026, an estimated $9.6M.
Gaming and Leisure Properties made up 1.41% of Polaris Capital Management's portfolio in Q2 2026, its #31 holding.
Polaris Capital Management first reported a position in Gaming and Leisure Properties in Q3 2024 and has held it in 8 quarters since.
Polaris Capital Management's Gaming and Leisure Properties position peaked at $38.6M in Q3 2024.
625 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q2 2026.

Based on Polaris Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.