GAMING & LEISURE PPTYS INC GLPI
COM · REIT · CUSIP 36467J108 · ISIN US36467J1088
US real estate company
- SectorReal estate
- IndustryReal Estate Investment Trusts
- HeadquartersWyomissing, PA
- Founded2013
- Websiteglpropinc.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($16.9m this quarter). Holder counts are more reliable. Shares outstanding: 262.6m as of 2023-07-21, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $48.49. Options: 13 managers hold calls ($52.6m notional), 7 hold puts ($7.2m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 448 |
| Q4 2022 | 468 |
| Q1 2023 | 483 |
| Q2 2023 | 499 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 245 | 174 |
| Q1 2023 | 246 | 183 |
| Q2 2023 | 237 | 206 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $67.2m | $5.8m | 0.09 |
| Q4 2022 | $141.0m | $10.3m | 0.07 |
| Q1 2023 | $83.3m | $14.6m | 0.17 |
| Q2 2023 | $52.6m | $7.2m | 0.14 |
Biggest buyers
| CITADEL ADVISORS LLC | Added | +601.3k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +579.0k |
| UBS Group AG | Added | +572.8k |
| Nuveen Asset Management, LLC | Added | +565.6k |
| BlackRock Inc. | Added | +495.1k |
| GOLDMAN SACHS GROUP INC | Added | +384.0k |
| MARSHALL WACE, LLP | New | +237.0k |
| HSBC HOLDINGS PLC | Added | +229.3k |
| JENNISON ASSOCIATES LLC | Added | +219.8k |
| STATE STREET CORP | Added | +214.3k |
Biggest sellers
| FMR LLC | Reduced | -6.7m |
| Capital International Investors | Reduced | -4.2m |
| STRS OHIO | Reduced | -808.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -645.4k |
| BARCLAYS PLC | Reduced | -590.4k |
| DAVENPORT & Co LLC | Reduced | -291.6k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -273.6k |
| AMERICAN CENTURY COMPANIES INC | Reduced | -265.5k |
| Amundi | Reduced | -233.6k |
| VANGUARD GROUP INC | Reduced | -206.1k |
Biggest calls
| Walleye Trading LLC | Reduced | $6.9m141.6k shares |
| GROUP ONE TRADING LLC | Added | $6.3m130.5k shares |
| CITADEL ADVISORS LLC | Reduced | $5.9m121.3k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $5.3m110.0k shares |
| JANE STREET GROUP, LLC | Reduced | $4.9m101.5k shares |
| JPMORGAN CHASE & CO | Reduced | $4.8m100.0k shares |
| BANK OF AMERICA CORP /DE/ | Unchanged | $4.8m100.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $4.5m93.4k shares |
| PEAK6 Investments LLC | New | $3.6m75.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $2.3m46.6k shares |
Biggest puts
| Maven Securities LTD | Added | $2.8m57.3k shares |
| Walleye Trading LLC | Added | $2.3m47.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.6m32.0k shares |
| JANE STREET GROUP, LLC | Added | $431.3k8.9k shares |
| GROUP ONE TRADING LLC | New | $106.6k2.2k shares |
| SIMPLEX TRADING, LLC | Reduced | $72.0k1.5k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 8.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $137.1k | 0 | — | — |
| Q1 2022 | 2 | $702.2k | 4 | $4.9m | — |
| Q2 2022 | 0 | — | 1 | $144.6k | — |
| Q3 2022 | 0 | — | 1 | $306.0k | — |
| Q4 2022 | 0 | — | 1 | $156.0k | — |
| Q1 2023 | 1 | $53.8k | 4 | $5.6m | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.04% of their portfolio | 37.0m $1.8bn | Reduced -206.1k |
| BlackRock Inc. 0.03% of their portfolio | 19.0m $919.3m | Added +495.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.11% of their portfolio | 11.8m $573.3m | Added +579.0k |
| Capital International Investors 0.14% of their portfolio | 11.7m $566.1m | Reduced -4.2m |
| Capital World Investors 0.10% of their portfolio | 11.1m $535.6m | Reduced -32.6k |
| PUTNAM INVESTMENTS LLC 0.66% of their portfolio | 9.2m $445.1m | Added +90.8k |
| STATE STREET CORP 0.02% of their portfolio | 9.2m $445.1m | Added +214.3k |
| BAMCO INC /NY/ 1.13% of their portfolio | 8.4m $408.3m | Reduced -45.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.25% of their portfolio | 7.6m $367.5m | Added +210.9k |
| Dodge & Cox 0.20% of their portfolio | 6.1m $297.9m | Reduced -84.6k |
| FMR LLC 0.02% of their portfolio | 6.1m $295.4m | Reduced -6.7m |
| Allspring Global Investments Holdings, LLC 0.38% of their portfolio | 4.9m $236.4m | Added +62.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.03% of their portfolio | 4.5m $216.6m | Added +46.3k |
| MORGAN STANLEY 0.02% of their portfolio | 4.2m $205.0m | Added +53.5k |
| DIMENSIONAL FUND ADVISORS LP 0.06% of their portfolio | 3.7m $178.2m | Added +58.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 2.9m $142.2m | Added +83.6k |
| Nuveen Asset Management, LLC 0.05% of their portfolio | 2.9m $141.5m | Added +565.6k |
| NORGES BANK 0.03% of their portfolio | 2.7m $132.8m | Added +194.6k |
| Gates Capital Management, Inc. 3.97% of their portfolio | 2.6m $127.0m | Added +71.9k |
| AMERIPRISE FINANCIAL INC 0.04% of their portfolio | 2.4m $118.0m | Reduced -53.2k |
| JENNISON ASSOCIATES LLC 0.09% of their portfolio | 2.3m $110.6m | Added +219.8k |
| Legal & General Group Plc 0.03% of their portfolio | 2.2m $104.8m | Added +8.6k |
| Invesco Ltd. 0.03% of their portfolio | 2.1m $103.5m | Reduced -74.9k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 1.8m $89.3m | Reduced -61.6k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 1.8m $85.8m | Reduced -51.0k |
| CARDINAL CAPITAL MANAGEMENT LLC /CT 3.13% of their portfolio | 1.7m $82.7m | Reduced -63.2k |
| VestGen Investment Management 23.86% of their portfolio | 1.7m $82.1m | Added +267 |
| Bank of New York Mellon Corp 0.02% of their portfolio | 1.6m $78.9m | Reduced -45.0k |
| HighTower Advisors, LLC 0.15% of their portfolio | 1.5m $73.8m | Added +51.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.01% of their portfolio | 1.5m $73.3m | Added +162.4k |
| Ninety One UK Ltd 0.21% of their portfolio | 1.5m $72.3m | Reduced -13.7k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 1.5m $76.9m | Unchanged |
| Heitman Real Estate Securities LLC 3.86% of their portfolio | 1.4m $70.1m | Reduced -126.1k |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 2.72% of their portfolio | 1.4m $68.8m | Added +18.7k |
| Aberdeen Group plc 0.15% of their portfolio | 1.3m $64.8m | Added +40.6k |
| Amundi 0.03% of their portfolio | 1.2m $56.6m | Reduced -233.6k |
| FORT PITT CAPITAL GROUP, LLC 2.00% of their portfolio | 1.1m $54.3m | Added +52.0k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.1m $52.7m | Reduced -79.0k |
| FEDERATED HERMES, INC. 0.12% of their portfolio | 1.0m $50.3m | Added +55.0k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 987.8k $47.9m | Added +384.0k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 982.4k $47.6m | Reduced -98.5k |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 2.03% of their portfolio | 961.0k $46.6m | Added +138.3k |
| Swiss National Bank 0.03% of their portfolio | 947.2k $45.9m | Reduced -74.8k |
| THOMPSON SIEGEL & WALMSLEY LLC 0.71% of their portfolio | 923.7k $44.8m | Added +89.5k |
| DEUTSCHE BANK AG\ 0.02% of their portfolio | 837.0k $40.6m | Added +183.4k |
| Uniplan Investment Counsel, Inc. 2.82% of their portfolio | 799.4k $38.7m | Reduced -53.8k |
| Allianz Asset Management GmbH 0.08% of their portfolio | 788.7k $38.2m | Reduced -139.4k |
| CITADEL ADVISORS LLC 0.04% of their portfolio | 768.8k $37.3m | Added +601.3k |
| DAVENPORT & Co LLC 0.25% of their portfolio | 692.2k $33.6m | Reduced -291.6k |
| VICTORY CAPITAL MANAGEMENT INC 0.03% of their portfolio | 654.8k $31.7m | Added +11.4k |
| UBS Group AG 0.01% of their portfolio | 643.3k $31.2m | Added +572.8k |
| Asset Management One Co., Ltd. 0.12% of their portfolio | 609.2k $29.5m | Added +11.8k |
| Qube Research & Technologies Ltd 0.11% of their portfolio | 580.8k $28.1m | Reduced -16.4k |
| National Pension Service 0.05% of their portfolio | 579.9k $28.2m | Added +63.3k |
| SEI INVESTMENTS CO 0.05% of their portfolio | 575.3k $27.9m | Added +45.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 568.9k $27.6m | Added +22.5k |
| MACQUARIE GROUP LTD 0.03% of their portfolio | 560.1k $27.1m | Added +51.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio | 492.9k $23.9m | Added +109.7k |
| ZACKS INVESTMENT MANAGEMENT 0.29% of their portfolio | 476.7k $23.1m | Added +2.5k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio | 472.8k $22.9m | Reduced -78.9k |
| RAYMOND JAMES & ASSOCIATES 0.02% of their portfolio | 472.0k $22.9m | Added +21.3k |
| GUGGENHEIM CAPITAL LLC 0.18% of their portfolio | 465.1k $22.5m | Reduced -5.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 462.7k $22.4m | Reduced -28.1k |
| State of New Jersey Common Pension Fund D 0.08% of their portfolio | 462.2k $22.4m | Unchanged |
| HSBC HOLDINGS PLC 0.02% of their portfolio | 438.7k $21.2m | Added +229.3k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 437.5k $21.2m | Added +18.1k |
| Clearbridge Investments, LLC 0.02% of their portfolio | 425.2k $20.6m | Added +104.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 422.7k $20.5m | Reduced -5.8k |
| TEACHER RETIREMENT SYSTEM OF TEXAS 0.13% of their portfolio | 412.1k $20.0m | Added +174.2k |
| CREDIT SUISSE AG/ 0.02% of their portfolio | 403.8k $19.6m | Reduced -42.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.09% of their portfolio | 394.2k $19.1m | Added +519 |
| VIRGINIA RETIREMENT SYSTEMS ET Al 0.17% of their portfolio | 364.8k $17.7m | Added +14.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 364.8k $17.7m | Reduced -52.5k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 364.4k $17.7m | Added +36.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.02% of their portfolio | 334.2k $16.2m | Added +17.9k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 331.2k $16.2m | Added +11.2k |
| Schonfeld Strategic Advisors LLC 0.14% of their portfolio | 327.0k $15.8m | Reduced -140.3k |
| STIFEL FINANCIAL CORP 0.02% of their portfolio | 316.6k $15.3m | Added +9.8k |
| Russell Investments Group, Ltd. 0.03% of their portfolio | 288.0k $14.0m | Reduced -35.9k |
| Applied Fundamental Research, LLC 8.71% of their portfolio | 286.6k $13.9m | Added +2.2k |
| Robeco Institutional Asset Management B.V. 0.04% of their portfolio | 282.7k $13.7m | Reduced -8.2k |
| LAZARD ASSET MANAGEMENT LLC 0.02% of their portfolio | 269.2k $13.0m | Reduced -15.2k |
| State of Alaska, Department of Revenue 0.15% of their portfolio | 267.6k $13.0m | Reduced -8.4k |
| BARCLAYS PLC 0.01% of their portfolio | 256.1k $12.4m | Reduced -590.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.03% of their portfolio | 255.7k $12.4m | Added +20.7k |
| FRANKLIN RESOURCES INC 0.01% of their portfolio | 244.5k $11.8m | Reduced -101.8k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 237.0k $11.5m | New |
| CSM Advisors, LLC 0.85% of their portfolio | 231.6k $11.2m | Reduced -10.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 223.3k $10.8m | Reduced -12.6k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 222.9k $10.8m | Reduced -3.6k |
| FIRST TRUST ADVISORS LP 0.01% of their portfolio | 217.5k $10.5m | Reduced -50.8k |
| Moran Wealth Management, LLC 0.39% of their portfolio | 212.9k $10.3m | Reduced -3.7k |
| Janney Montgomery Scott LLC 0.04% of their portfolio | 212.2k $10.3m | Added +8.3k |
| TCW GROUP INC 0.11% of their portfolio | 211.1k $10.2m | Reduced -87.5k |
| STRS OHIO 0.04% of their portfolio | 210.7k $10.2m | Reduced -808.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 208.9k $10.1m | Added +30.8k |
| VOYA INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 207.0k $10.0m | Added +32.6k |
| Andra AP-fonden 0.25% of their portfolio | 201.5k $9.8m | Added +78.6k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 200.9k $9.8m | Added +169.7k |
| Dana Investment Advisors, Inc. 0.48% of their portfolio | 199.4k $9.7m | Reduced -14.7k |