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

Sophron 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	$12.7M	Buy	285,340 +99,646	+54%	+$4.62M	3.73%	10
2025 Q4	$8.3M	Sell	185,694 -58,783	-24%	-$2.61M	2.67%	17
2025 Q3	$11.4M	Sell	244,477 -239,319	-49%	-$11.3M	3.51%	12
2025 Q2	$22.6M	Buy	483,796 +447,958	+1,250%	+$21.2M	6.91%	2
2025 Q1	$1.82M	Buy	35,838 +14,441	+67%	+$709K	0.62%	32
2024 Q4	$1.03M	Buy	+21,397	New	+$1.07M	0.41%	36

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

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

Sophron Capital Management increased its Gaming and Leisure Properties (GLPI) stake by 54% in Q1 2026, buying an estimated $4.62M and bringing the position to 285,340 shares worth $12.7M. The position accounts for 3.73% of the portfolio, ranked #10.

Sophron Capital Management first reported a position in GLPI in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.6M in Q2 2025. 591 funds tracked by Wall St. Rank hold GLPI as of Q1 2026.

Sophron Capital Management held 285,340 shares of Gaming and Leisure Properties worth $12.7M as of Q1 2026.
Sophron Capital Management bought 99,646 Gaming and Leisure Properties shares in Q1 2026, an estimated $4.62M.
Gaming and Leisure Properties made up 3.73% of Sophron Capital Management's portfolio in Q1 2026, its #10 holding.
Sophron Capital Management first reported a position in Gaming and Leisure Properties in Q4 2024 and has held it in 6 quarters since.
Sophron Capital Management's Gaming and Leisure Properties position peaked at $22.6M in Q2 2025.
591 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2026.

Based on Sophron Capital Management's 13F filing for Q1 2026, filed 15 May 2026.