SEC 13F Intelligence

Thompson Siegel & Walmsley LLC / GLPI

Thompson Siegel & Walmsley LLC’s Gaming & Leisure P Position

Does Thompson Siegel & Walmsley LLC own Gaming & Leisure P (GLPI)? Yes — 1.34M shares worth $59M (+1.04% of its 13F portfolio) as of Q1 2026, down from 1.49M shares the prior filed quarter.

Position Value
$59M
Q1 2026
Shares
1.34M
% of Portfolio
+1.04%
Quarters Held
29
currently held

Position History GLPI

Reported value by quarter
Q1 ’19: $64MQ1 ’19Q2 ’19: $47MQ3 ’19: $54MQ4 ’19: $91MQ1 ’20: $41MQ1 ’20Q2 ’20: $50MQ3 ’20: $54MQ4 ’20: $63MQ1 ’21: $80MQ1 ’21Q2 ’21: $88MQ3 ’21: $42MQ4 ’21: $45MQ1 ’22: $46MQ1 ’22Q2 ’22: $50MQ3 ’22: $43MQ4 ’22: $45MQ1 ’23: $43MQ1 ’23Q2 ’23: $45MQ3 ’23: $45MQ4 ’23: $44MQ1 ’24: $46MQ1 ’24Q2 ’24: $51MQ3 ’24: $65MQ4 ’24: $66MQ1 ’25: $64MQ1 ’25Q2 ’25: $58MQ3 ’25: $69MQ4 ’25: $67MQ1 ’26: $59MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.34M$59M+1.04%
Q4 20251.49M$67M+1.12%
Q3 20251.47M$69M+1.11%
Q2 20251.25M$58M+0.97%
Q1 20251.25M$64M+1.07%
Q4 20241.36M$66M+1.02%
Q3 20241.26M$65M+0.96%
Q2 20241.13M$51M+0.82%
Q1 20241.00M$46M+0.71%
Q4 2023900.7K$44M+0.72%
Q3 2023980.8K$45M+0.74%
Q2 2023923.7K$45M+0.71%
Q1 2023834.2K$43M+0.70%
Q4 2022868.3K$45M+0.73%
Q3 2022968.8K$43M+0.74%
Q2 20221.09M$50M+0.80%
Q1 2022971.8K$46M+0.65%
Q4 2021934.0K$45M+0.62%
Q3 2021910.2K$42M+0.61%
Q2 20211.90M$88M+1.20%
Q1 20211.88M$80M+1.14%
Q4 20201.49M$63M+1.01%
Q3 20201.46M$54M+1.04%
Q2 20201.43M$50M+1.00%
Q1 20201.48M$41M+0.98%
Q4 20192.11M$91M+1.39%
Q3 20191.41M$54M+0.85%
Q2 20191.20M$47M+0.67%
Q1 20191.65M$64M+0.89%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Thompson Siegel & Walmsley LLC’s full portfolio or all institutional holders of GLPI.