TwinBeech Capital’s Gaming and Leisure Properties GLPI Stock Holding History

TwinBeech 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	$1.15M	Buy	+25,838	New	+$1.2M	0.12%	227
2023 Q3	–	Sell	-83,474	Closed	-$4.05M	–	737
2023 Q2	$4.05M	Buy	+83,474	New	+$4.16M	0.08%	276
2021 Q1	–	Sell	-5,185	Closed	-$220K	–	530
2020 Q4	$220K	Buy	+5,185	New	+$209K	0.04%	399
2020 Q3	–	Sell	-8,795	Closed	-$304K	–	491
2020 Q2	$304K	Buy	+8,795	New	+$274K	0.07%	288

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

TwinBeech Capital's GLPI Position: Q1 2026 in Review

TwinBeech Capital opened a new position in Gaming and Leisure Properties (GLPI) in Q1 2026: 25,838 shares worth $1.15M. The stake represents 0.12% of the portfolio and ranks #227 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in GLPI as recently as Q2 2023.

TwinBeech Capital first reported a position in GLPI in Q2 2020 and has held it in 4 quarters since. The position peaked at $4.05M in Q2 2023. 591 funds tracked by Wall St. Rank hold GLPI as of Q1 2026.

TwinBeech Capital held 25,838 shares of Gaming and Leisure Properties worth $1.15M as of Q1 2026.
Gaming and Leisure Properties was a new TwinBeech Capital position in Q1 2026.
Gaming and Leisure Properties made up 0.12% of TwinBeech Capital's portfolio in Q1 2026, its #227 holding.
TwinBeech Capital first reported a position in Gaming and Leisure Properties in Q2 2020 and has held it in 4 quarters since.
TwinBeech Capital's Gaming and Leisure Properties position peaked at $4.05M in Q2 2023.
591 funds tracked by Wall St. Rank held Gaming and Leisure Properties as of Q1 2026.

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