GLPI β€” GAMING AND LEISURE PROPERTIES INC

Ownership history in AEW CAPITAL MANAGEMENT L P  Β·  12 quarters on record

AI Ownership Summary

AEW CAPITAL MANAGEMENT L P reported GAMING AND LEISURE PROPERTIES INC (GLPI) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.17% in 2025 Q1. The latest visible filing shows GLPI at 0.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GLPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AEW CAPITAL MANAGEMENT L P's position in GAMING AND LEISURE PROPERTIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

GLPI was reported at 0.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.17% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How AEW CAPITAL MANAGEMENT L P held GLPI β€” position size vs. price
% of Fund (quarterly)    GLPI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 194,982 -631,520 -76.4% 0.51% $9.1M 2025-11-10 $43.45
2025 Q2 REDUCED 826,502 -46,768 -5.4% 2.03% $38.6M 2025-08-06 $43.54
2025 Q1 ADDED 873,270 +111,670 +14.7% 2.17% $44.4M 2025-05-14 $42.97
2024 Q4 ADDED 761,600 +721,230 +1786.5% 1.77% $36.7M 2025-02-05 $45.17
2024 Q3 UNCHANGED 40,370 β€” 0% 0.09% $2.1M 2024-11-14 $44.18
2024 Q2 ADDED 40,370 +1,880 +4.9% 0.09% $1.8M 2024-08-14 $44.30
2024 Q1 REDUCED 38,490 -14,080 -26.8% 0.09% $1.8M 2024-05-08 $38.67
2023 Q4 ADDED 52,570 +1,030 +2.0% 0.09% $2.6M 2024-02-02 $39.32
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About AEW CAPITAL MANAGEMENT L P and GLPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has AEW CAPITAL MANAGEMENT L P reported owning GLPI?

AEW CAPITAL MANAGEMENT L P reported GLPI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported GLPI position in AEW CAPITAL MANAGEMENT L P's portfolio?

The largest reported portfolio weight for GLPI was 2.17% in 2025 Q1.

What is the latest reported GLPI position on this page?

The most recent filing on this page is 2025 Q3, when AEW CAPITAL MANAGEMENT L P reported 194,982 shares, equal to 0.51% of portfolio, with an estimated market value of $9.1M.

What does the chart on this GLPI ownership page compare?

The chart compares AEW CAPITAL MANAGEMENT L P's quarterly GLPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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