NASDAQ · Real Estate

GAMING & LEISURE PPTYS INC GLPI

Gaming and Leisure Properties, Inc. is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.

Real Estate Investment Trusts

Company profile

Business mix

  • Gaming and Leisure Properties, Inc. was established on February 13th, 2013, incorporated in 2013 in Pennsylvania in and is based in Wyomissing, United States.
  • is engaged in the business of acquiring, financing, and owning real estate property to be leased to gaming operators in triple-net lease arrangements, pursuant to which the tenant is responsible for all facility maintenance, insurance required in connection with the leased properties and the business conducted on the leased properties, taxes levied on or with respect to the leased properties and all utilities and other services necessary or appropriate for the leased properties and the business conducted on the leased properties.

Current key questions

  • Can occupancy, rents, tenant demand, and property quality support cash flow in reit - specialty?
  • How do interest rates, refinancing needs, cap rates, and development spending affect value?
  • Does portfolio recycling or capital allocation improve long-term net asset value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 14.91 FCF N/A Buyback -2.75%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.2% $81.9M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $244.9M Estimated from net reduced shares
Net share change / base shares -74.9% -5,519,532 / 7,365,805
Baron Capital Ron Baron 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -30.2% 13F value change -$104.1M
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -63.9% 13F value change -$156.7M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -0.7% 13F value change -$1.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 7,365,805 Last 3 periods -5,519,532 (-74.9%) Total shares 1,846,273 Value $81.9M

Recent mentions

No public mentions.