Cliff Asness's GLPI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.98 M shares of Gaming and Leisure Properties, Inc. (GLPI) worth $88.55 M, representing 0.05% of the portfolio. First purchased in 2013-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in GLPI, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 1.38 M shares. Largest reduction occurred in Q4 2014, reducing 590,610 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Gaming and Leisure Properties (GLPI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Gaming and Leisure Properties (GLPI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +1.38 M | Add 229.17% | 1.98 M | $44.69 |
| Q3 2025 | +462,462 | Add 331.61% | 601,922 | $46.61 |
| Q2 2025 | +13,849 | Add 11.03% | 139,460 | $46.21 |
| Q1 2025 | -39,164 | Reduce 23.77% | 125,611 | $50.89 |
| Q4 2024 | -47,447 | Reduce 22.36% | 164,775 | $47.96 |
| Q3 2024 | -72,064 | Reduce 25.35% | 212,222 | $50.85 |
| Q2 2024 | +97,502 | Add 52.20% | 284,286 | $44.44 |
| Q1 2024 | +142,229 | Add 319.22% | 186,784 | $46.07 |
| Q4 2023 | -50,709 | Reduce 53.23% | 44,555 | $49.35 |
| Q3 2023 | +78,685 | Add 474.61% | 95,264 | $45.55 |
| Q2 2023 | -33,558 | Reduce 66.93% | 16,579 | $48.46 |
| Q1 2023 | +9,184 | Add 22.43% | 50,137 | $51.46 |
| Q4 2022 | +3,162 | Add 8.37% | 40,953 | $51.76 |
| Q3 2022 | -35,230 | Reduce 48.25% | 37,791 | $44.06 |
| Q2 2022 | -188,230 | Reduce 72.05% | 73,021 | $45.64 |
| Q1 2022 | +58,759 | Add 29.02% | 261,251 | $46.93 |
| Q4 2021 | +302 | Add 0.15% | 202,492 | $48.63 |
| Q3 2021 | -39,242 | Reduce 16.25% | 202,190 | $46.32 |
| Q2 2021 | +107,214 | Add 79.88% | 241,432 | $46.33 |
| Q1 2021 | +99,970 | Add 291.90% | 134,218 | $42.09 |
| Q4 2020 | -6,777 | Reduce 16.52% | 34,248 | $41.64 |
| Q3 2020 | +23,325 | Add 131.78% | 41,025 | $36.93 |
| Q2 2020 | -3,409 | Reduce 16.15% | 17,700 | $34.52 |
| Q1 2020 | -14,504 | Reduce 40.73% | 21,109 | $27.24 |
| Q4 2019 | +1,418 | Add 4.15% | 35,613 | $42.29 |
| Q3 2019 | -15,164 | Reduce 30.72% | 34,195 | $37.55 |
| Q2 2019 | +2,538 | Add 5.42% | 49,359 | $38.29 |
| Q1 2019 | +46,821 | New Buy | 46,821 | $37.89 |
| Q4 2018 | -18,701 | Sold Out | 0 | $0.00 |
| Q3 2018 | -2,944 | Reduce 13.60% | 18,701 | $34.65 |
| Q2 2018 | +21,645 | New Buy | 21,645 | $35.16 |
| Q2 2017 | -7,841 | Sold Out | 0 | $0.00 |
| Q1 2017 | +333 | Add 4.44% | 7,841 | $32.78 |
| Q3 2016 | -7,248 | Reduce 49.12% | 7,508 | $32.90 |
| Q2 2016 | +14,756 | New Buy | 14,756 | $33.88 |
| Q4 2014 | -590,610 | Sold Out | 0 | $0.00 |
| Q3 2014 | -391,249 | Reduce 39.85% | 590,610 | $30.35 |
| Q2 2014 | +102 | Add 0.01% | 981,859 | $33.37 |
| Q1 2014 | +165,007 | Add 20.20% | 981,757 | $35.82 |
| Q4 2013 | +816,750 | New Buy | 816,750 | $49.91 |
Cliff Asness's Gaming and Leisure Properties Investment FAQs
Cliff Asness first purchased Gaming and Leisure Properties, Inc. (GLPI) in Q4 2013, acquiring 816,750 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Gaming and Leisure Properties, Inc. (GLPI) for 41 quarters since Q4 2013.
Cliff Asness's largest addition to Gaming and Leisure Properties, Inc. (GLPI) was in Q4 2025, adding 1,981,347 shares worth $88.55 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,981,347 shares of Gaming and Leisure Properties, Inc. (GLPI), valued at approximately $88.55 M.
As of the Q4 2025 filing, Gaming and Leisure Properties, Inc. (GLPI) represents approximately 0.05% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Gaming and Leisure Properties, Inc. (GLPI) was 1,981,347 shares, as reported at the end of Q4 2025.