Highland Capital Management 13F: Exits GLPI Stake

Highland Capital Management sold out of 71,130 shares of Gaming and Leisure Properties, Inc. (GLPI) on October 26, 2026. This move was disclosed in the fund's latest Form 13F filing with the SEC.

GLPI Gaming and Leisure Properties, Inc.

$39.39 ▼ -6.44% year to date

1M 3M YTD

Daily close · Oct 26, 2026

What Changed in Highland Capital Management's GLPI Position

Highland Capital Management completely exited its position in Gaming and Leisure Properties, Inc., selling all 71,130 shares. This represents a 100% decrease in their holdings, valued at about $2.8 million at the time of the sale.

Where GLPI Fits in Highland Capital Management's Portfolio

This position was significant for Highland, ranking 415 out of its total 415 reported positions. The exit marks a complete withdrawal from GLPI, which was previously a notable part of their portfolio.

Other Institutional Activity in GLPI

Dodge & Cox Inc. grew its holdings by 314,922 shares, ending with 13,773,135 shares worth about $542.5 million. Meanwhile, Principal Financial Group, Inc. reduced its stake by 1,090,385 shares, bringing its total to 6,681,429 shares valued at approximately $263.2 million. Citadel Advisors LLC also increased its position by 528,729 shares, totaling 6,117,830 shares worth around $241.0 million.

Gaming and Leisure Properties, Inc. Stock Down 0.4%

Gaming and Leisure Properties, Inc. closed at $39.39 on October 26, 2026, which is about equal to its recent price. However, it trades below its 50-day moving average by about 2% and is also below its 200-day average by around 11.8%.

Recent Earnings

For the trailing twelve months, Gaming and Leisure Properties reported revenue of about $1.66 billion and an earnings per share (EPS) of $3.41. The next earnings report is expected on October 29, 2026.

Insider Buying and Selling at Gaming and Leisure Properties, Inc.

Since February 2026, several insiders have sold shares of GLPI. Brandon J. Moore, the President, sold 18,374 shares, while the Chief Financial Officer, Desiree A. Burke, sold 9,804 shares at $49.02. Director E. Scott Urdang sold 3,000 shares at $48.32.

Analysts Set New Price Targets

On October 2, 2026, Citizens maintained its rating of Market Outperform with a target price of $49.0. Wells Fargo maintained an Equal-Weight rating with a target of $40.0 on October 19, 2026. The consensus rating for GLPI remains a Buy, with a mean target price of $51.04.

About Gaming and Leisure Properties, Inc.

Gaming and Leisure Properties, Inc. is a real estate investment trust (REIT) that focuses on acquiring and managing gaming and related properties. The company operates primarily in the United States and has a market cap of about $11.5 billion.

Bottom Line

Investors should keep an eye on the upcoming earnings report on October 29, 2026, and monitor any further filings from Highland Capital Management regarding their investment strategies.