Aurora Investment Counsel GLPI — Gaming and Leisure Properties,

Ownership history in Aurora Investment Counsel  ·  29 quarters on record

AI Ownership Summary

Aurora Investment Counsel reported Gaming and Leisure Properties, (GLPI) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.1% in 2023 Q4. The latest visible filing shows GLPI at 0.86% 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 Aurora Investment Counsel's position in Gaming and Leisure Properties,, 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
2026 Q1

GLPI was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2023 Q4

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 2026 Q1

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.

GLPI stock page Aurora Investment Counsel fund profile Aurora Investment Counsel full holdings
How Aurora Investment Counsel held GLPI — position size vs. price
% of Fund (quarterly)    GLPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 34,769 -2,896 -7.7% 0.86% $1.5M 2026-05-06 $48.04
2025 Q4 ADDED — — — 37,665 +1,007 +2.7% 0.88% $1.7M 2026-02-13 $45.65
2025 Q3 REDUCED 5.6% -2.3% ✅ 36,658 -2,171 -5.6% 0.89% $1.7M 2025-11-10 $43.45
2025 Q2 ADDED — — — 38,829 +1,036 +2.7% 0.96% $1.8M 2025-07-30 $43.46
2025 Q1 REDUCED — — — 37,793 -63 -0.2% 1.07% $1.9M 2025-05-01 $44.11
2024 Q4 REDUCED — — — 37,856 -35 -0.1% 1.00% $1.8M 2025-02-10 $45.17
2024 Q3 ADDED — — — 37,891 +157 +0.4% 1.05% $1.9M 2024-11-08 $45.13
2024 Q2 ADDED — — — 37,734 +633 +1.7% 1.00% $1.7M 2024-08-22 $44.45
2024 Q1 ADDED — — — 37,101 +581 +1.6% 0.98% $1.7M 2024-06-04 $39.70
2023 Q4 ADDED — — — 36,520 +842 +2.4% 1.10% $1.7M 2024-02-20 $38.96
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GLPI

As of 2026 Q1 — sorted by position size

Presima Securities ULC 3Y 7Y 5.42% Orvieto Partners, L.P. 5.08% 140 Summer Partners LP 3Y 5.05% Sophron Capital Management L.P. 3.73% LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 3Y 7Y 3.46% Land & Buildings Investment Management, LLC 3Y 7Y 3.34% LDR Capital Management LLC 3Y 7Y 3.19% Applied Fundamental Research, LLC 3Y 2.7% Hazelview Securities Inc. 3Y 7Y 2.68% Gates Capital Management, Inc. 3Y 7Y 2.5%

FAQ About Aurora Investment Counsel and GLPI

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

How long has Aurora Investment Counsel reported owning GLPI?

Aurora Investment Counsel reported GLPI across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GLPI position in Aurora Investment Counsel's portfolio?

The largest reported portfolio weight for GLPI was 1.10% in 2023 Q4.

What is the latest reported GLPI position on this page?

The most recent filing on this page is 2026 Q1, when Aurora Investment Counsel reported 34,769 shares, equal to 0.86% of portfolio, with an estimated market value of $1.5M.

What does the chart on this GLPI ownership page compare?

The chart compares Aurora Investment Counsel'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.

How well did Aurora Investment Counsel time their GLPI position?

Based on 13F filing dates vs. subsequent GLPI price moves, Aurora Investment Counsel correctly timed 16 out of 26 reported position changes (62%). The annualised alpha on GLPI relative to SPY over the holding period was -7.4%.

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