Gaming and Leisure Properties
GLPI
589 hedge funds and large institutions have $12.2B invested in Gaming and Leisure Properties in 2025 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 218 increasing their positions, 198 reducing their positions, and 85 closing their positions.
117% more call options, than puts
Call options by funds: $19.1M | Put options by funds: $8.8M
57% more funds holding in top 10
Funds holding in top 10: 7 → 11 (+4)
52% more capital inflows, than outflows
Capital inflows: $1.69B | Capital outflows: $1.11B
22% more first-time investments, than exits
New positions opened: 104 | Existing positions closed: 85
10% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 198
4.51% more ownership
Funds ownership: 91.96% → 96.47% (+4.5%)
1% more funds holding
Funds holding: 581 → 589 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$311M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$193M |
| 3 |
Goldman Sachs
New York
|
+$95M |
| 4 |
1SP
140 Summer Partners
New York
|
+$80.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$61.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$175M |
| 2 |
Barclays
London,
United Kingdom
|
-$155M |
| 3 |
BAMCO Inc
New York
|
-$146M |
| 4 |
EGM
Engineers Gate Manager
New York
|
-$62.7M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$42M |
GLPI Hedge Fund Activity: Q4 2025 in Review
589 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in Gaming and Leisure Properties (GLPI) for Q4 2025, worth a combined $12.2B — up 0.57% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 104 funds opened new GLPI positions and 85 closed out — a net gain of 19 holders — while 218 added to existing stakes and 198 trimmed.
The largest buyer was Cohen & Steers, opening a new position worth an estimated $311M. The largest seller was Allspring Global Investments, cutting an estimated $175M.
- 589 institutional investors held Gaming and Leisure Properties (GLPI) as of Q4 2025, up from 581 in Q3 2025.
- Funds reported $12.2B of Gaming and Leisure Properties stock for Q4 2025, up 0.57% quarter-over-quarter.
- 104 funds opened new Gaming and Leisure Properties positions in Q4 2025 and 85 closed out, a net change of +19 holders.
- The largest Gaming and Leisure Properties buyer in Q4 2025 was Cohen & Steers, an estimated $311M added.
- The largest Gaming and Leisure Properties seller in Q4 2025 was Allspring Global Investments, an estimated $175M sold.
Based on aggregated 13F filings for Q4 2025.