13FPulse
GL

GLPI GAMING AND LEISURE PROPERTIE

2026Q2 · CUSIP 36467J108 · Sector: REITs

Piling in

Net holder growth ranks near the top of the market

Funds that own it
610
Institutions that reported holding it to the SEC
Net increase in holders
+21
Last quarter 589 → now 610
How unusual is that
Top 20%
Stronger buying than 84% of US stocks
What the filings say, in one paragraph

610 funds held GLPI at the end of 2026Q2, up 21 from the quarter before. That is stronger buying than 83.9% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $1.7B(YoY +5.8%), the P/E is 12.3x, return on equity is 19.4%. GLPI has had 19 buying rushes in its history, and the price moved -0.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the REITs sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q1: holders=181 2014Q2: holders=197 2014Q3: holders=187 2014Q4: holders=190 2015Q1: holders=202 2015Q2: holders=202 2015Q3: holders=212 2015Q4: holders=212 2016Q1: holders=256 2016Q2: holders=292 2016Q3: holders=275 2016Q4: holders=290 2017Q1: holders=279 2017Q2: holders=282 2017Q3: holders=282 2017Q4: holders=296 2018Q1: holders=326 2018Q2: holders=335 2018Q3: holders=333 2018Q4: holders=338 2019Q1: holders=337 2019Q2: holders=329 2019Q3: holders=348 2019Q4: holders=346 2020Q1: holders=347 2020Q2: holders=342 2020Q3: holders=345 2020Q4: holders=363 2021Q1: holders=361 2021Q2: holders=368 2021Q3: holders=385 2021Q4: holders=411 2022Q1: holders=405 2022Q2: holders=429 2022Q3: holders=445 2022Q4: holders=465 2023Q1: holders=477 2023Q2: holders=491 2023Q3: holders=482 2023Q4: holders=511 2024Q1: holders=533 2024Q2: holders=525 2024Q3: holders=547 2024Q4: holders=546 2025Q1: holders=589 2025Q2: holders=561 2025Q3: holders=578 2025Q4: holders=586 2026Q1: holders=589 2026Q2: holders=610 -44 -22 +0 +22 +44 162402641 14Q115Q317Q118Q320Q121Q323Q124Q326Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 19 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 20%
2025Q1 Top 5% +0.5% -4.4%
2024Q3 Top 20% +0.9% -4.0%
2024Q1 Top 20% +10.1% +10.3%
2023Q4 Top 20% +3.6% +14.0%
2023Q2 Top 20% +1.3% +1.4%
2023Q1 Top 20% -5.8% -4.0%
2022Q4 Top 20% -6.0% -10.2%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
266
Change in large funds
+24
Total value they hold
$12.3B
Funds buying for the first time
86
Funds that sold out entirely
65
Price change that quarter
-8.8%
Funds holding puts (bearish)
6
Funds holding calls (bullish)
6

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
12.3
EPS (TTM)
$3.43
EPS YoY
+31.9%
Revenue (TTM)
$1.7B
Revenue YoY
+5.8%
Net margin
58.5%
ROE
19.4%
Debt ratio
62.0%
FCF (TTM)
Dividend (TTM)
$3.16
Quarterly Revenue & EPS
2022-09-30: EPS 0.85 2022-12-31: EPS 0.76 2023-03-31: EPS 0.70 2023-06-30: EPS 0.59 2023-09-30: EPS 0.70 2023-12-31: EPS 0.78 2024-03-31: EPS 0.64 2024-06-30: EPS 0.77 2024-09-30: EPS 0.67 2024-12-31: EPS 0.79 2025-03-31: EPS 0.60 2025-06-30: EPS 0.54 2025-09-30: EPS 0.85 2025-12-31: EPS 0.96 2026-03-31: EPS 0.82 2026-06-30: EPS 0.80 0M 215M 431M $M 0.00 0.53 1.06 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 15 11 14 17 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
0K136M272M 20162017201820192020202120222023202420252026
Latest quarter $159M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.