VICINYSEReal Estate Investment TrustsFiscal year ends December 31
VICI PROPERTIES INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 29, 2026
$23.10−0.50 (-2.12%)
Close on Oct 19, 2026
- Market cap
- $25.18B
- P/E (TTM)
- 9.0
- Dividend yield
- 7.64%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
95.8%
1.05B of 1.10B shares
Institutional holders
942
106 new, 97 sold out
Net institutional buying
25M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Portfolio Management | 84,055,500 | 7.86% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 73,873,566 | 6.91% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 104,544,466 | 10.00% | 13G (passive) amendment | Mar 31, 2024 |
| State Street Corporation | – | 5.28% | 13G (passive) amendment | Dec 31, 2023 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of VICI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 129,333,957 | 11.75% | $3.43B | −137,969 | 0.05% |
| Vanguard Portfolio Management LLC | 86,343,952 | 7.84% | $2.29B | +2,399,143 | 0.10% |
| State Street Corp | 67,155,780 | 6.10% | $1.81B | +2,920,133 | 0.05% |
| Vanguard Capital Management LLC | 65,331,968 | 5.93% | $1.73B | +1,474,402 | 0.04% |
| Geode Capital Management, LLC | 40,211,201 | 3.65% | $1.09B | +1,554,914 | 0.06% |
| Allianz Asset Management GmbH | 31,273,464 | 2.84% | $836.11M | +313,204 | 0.75% |
| Bank Of America Corp /De/ | 29,329,887 | 2.66% | $778.71M | +1,381,385 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 24,042,019 | 2.18% | $638.32K | +5,149,688 | 0.06% |
| JPMorgan Chase & Co | 21,119,533 | 1.92% | $574.03M | −4,272,039 | 0.03% |
| Invesco Ltd. | 17,376,791 | 1.58% | $461.35M | +346,307 | 0.04% |
| Northern Trust Corp | 16,413,021 | 1.49% | $435.77M | +876,013 | 0.05% |
| Dimensional Fund Advisors LP | 16,011,928 | 1.45% | $425.14M | +554,326 | 0.08% |
| Charles Schwab Investment Management Inc | 15,589,536 | 1.42% | $413.90M | +1,169,719 | 0.06% |
| Norges Bank | 14,474,088 | 1.31% | $384.29M | New | 0.04% |
| Legal & General Group Plc | 13,804,687 | 1.25% | $366.51M | −120,404 | 0.08% |
| FMR LLC | 13,110,556 | 1.19% | $348.09M | +5,047,104 | 0.02% |
| Man Group plc | 11,986,780 | 1.09% | $318.25M | +1,059,919 | 0.51% |
| UBS Asset Management Americas Inc | 10,699,040 | 0.97% | $284.06M | +349,262 | 0.05% |
| Hsbc Holdings PLC | 10,604,710 | 0.96% | $281.63M | +952,165 | 0.12% |
| Acadian Asset Management LLC | 9,613,130 | 0.87% | $255.21K | +5,271,737 | 0.30% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 942 | 1.05B | 95.8% | 106 / 414 | 341 / 97 | 93M | 68M |
| Q1 2026 | 951 | 1.03B | 93.6% | 127 / 439 | 299 / 104 | 255M | 115M |
| Q4 2025 | 937 | 1.06B | 95.9% | 148 / 369 | 346 / 137 | 157M | 163M |
| Q3 2025 | 945 | 1.06B | 96.7% | 124 / 422 | 290 / 53 | 101M | 117M |
| Q2 2025 | 888 | 1.08B | 98.3% | 100 / 412 | 268 / 71 | 61M | 40M |
| Q1 2025 | 873 | 1.06B | 96.4% | 130 / 410 | 245 / 80 | 97M | 69M |
| Q4 2024 | 833 | 1.05B | 95.0% | 127 / 343 | 277 / 88 | 56M | 68M |
| Q3 2024 | 811 | 1.06B | 96.4% | 108 / 346 | 269 / 64 | 168M | 49M |
| Q2 2024 | 774 | 1.05B | 95.1% | 88 / 344 | 262 / 57 | 63M | 86M |
| Q1 2024 | 752 | 1.07B | 97.4% | 78 / 326 | 260 / 82 | 81M | 56M |
| Q4 2023 | 764 | 1.05B | 95.1% | 118 / 305 | 275 / 62 | 113M | 67M |
| Q3 2023 | 720 | 1.00B | 91.1% | 61 / 303 | 271 / 71 | 49M | 48M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of VICI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 38,097,004 | 3.46% | $1.00B | 1.37% | Jul 31, 2026 |
| Vanguard Total Stock Market Index Fund | 31,791,211 | 2.89% | $844.06M | 0.04% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 25,958,832 | 2.36% | $689.21M | 0.04% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 21,823,259 | 1.98% | $579.41M | 0.26% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 15,032,092 | 1.37% | $399.10M | 0.04% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 13,979,804 | 1.27% | $394.51M | 0.05% | May 31, 2026 |
| PIMCO Income Fund | 11,625,222 | 1.06% | $308.65M | 0.13% | Jun 30, 2026 |
| Vanguard Value Index Fund | 9,592,048 | 0.87% | $254.67M | 0.10% | Jun 30, 2026 |
| State Street(R) Real Estate Select Sector SPDR(R) ETF | 9,170,770 | 0.83% | $243.48M | 3.01% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 7,728,158 | 0.70% | $218.09M | 2.18% | May 31, 2026 |
| Capital Income Builder | 7,012,028 | 0.64% | $184.77M | 0.14% | Jul 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 6,683,768 | 0.61% | $176.12M | 1.61% | Jul 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 6,559,242 | 0.60% | $172.84M | 0.18% | Jul 31, 2026 |
| Vanguard Mid-Cap Value Index Fund | 6,463,223 | 0.59% | $171.60M | 0.46% | Jun 30, 2026 |
| Dfa Real Estate Securities Portfolio | 5,682,461 | 0.52% | $149.73M | 2.11% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Edward Baltazar Pitoniak | Chief Executive Officer, Director | 1,291,210 | 0.12% | Jun 2, 2026 |
| Jeremy L. Waxman | Chief Accounting Officer | 9,823 | 0.00% | Mar 9, 2026 |
| David Andrew Kieske | Chief Financial Officer | 417,500 | 0.04% | Feb 24, 2026 |
| Samantha Sacks Gallagher | General Counsel and EVP | 368,018 | 0.03% | Feb 24, 2026 |
| Gabriel Wasserman | Chief Accounting Officer | 41,838 | 0.00% | Feb 24, 2026 |
| John W. R. Payne | President and COO | 474,365 | 0.04% | Feb 24, 2026 |
| John M. Sullivan | Director | 5,562 | 0.00% | Sep 28, 2026 |
| Michael D. Rumbolz | Director | 97,872 | 0.01% | Jul 1, 2026 |
| Elizabeth I. Holland | Director | 66,324 | 0.01% | Jul 1, 2026 |
| James R. Abrahamson | Director | 182,111 | 0.02% | Jul 1, 2026 |
| Monica Howard Douglas | Director | 47,780 | 0.00% | Jul 1, 2026 |
| Craig Macnab | Director | 82,164 | 0.01% | Jul 1, 2026 |
| Diana F. Cantor | Director | 66,634 | 0.01% | Jul 1, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| John M. Sullivan Director | Sep 24, 2026 | Award | +5,562 | – | – | 5,562 |
| Michael D. Rumbolz Director | Jul 1, 2026 | Award | +327 | – | – | 78,647 |
| Elizabeth I. Holland Director | Jul 1, 2026 | Award | +252 | – | – | 66,324 |
| James R. Abrahamson Director | Jul 1, 2026 | Award | +933 | – | – | 173,098 |
| Monica Howard Douglas Director | Jul 1, 2026 | Award | +154 | – | – | 47,780 |
| Craig Macnab Director | Jul 1, 2026 | Award | +500 | – | – | 82,164 |
| Diana F. Cantor Director | Jul 1, 2026 | Award | +490 | – | – | 66,634 |
| Edward Baltazar Pitoniak Chief Executive Officer, Director | Jun 1, 2026 | Gift | −20,000 | – | – | 1,291,210 |
| Michael D. Rumbolz Director | Apr 28, 2026 | Award | +7,546 | – | – | 78,320 |
| Diana F. Cantor Director | Apr 28, 2026 | Award | +7,546 | – | – | 66,144 |
| James R. Abrahamson Director | Apr 28, 2026 | Award | +7,546 | – | – | 172,165 |
| Monica Howard Douglas Director | Apr 28, 2026 | Award | +7,546 | – | – | 47,626 |
| Elizabeth I. Holland Director | Apr 28, 2026 | Award | +7,546 | – | – | 66,072 |
| Craig Macnab Director | Apr 28, 2026 | Award | +7,546 | – | – | 81,664 |
| James R. Abrahamson Director | Apr 1, 2026 | Award | +914 | – | – | 164,619 |
| Elizabeth I. Holland Director | Apr 1, 2026 | Award | +247 | – | – | 58,526 |
| Craig Macnab Director | Apr 1, 2026 | Award | +412 | – | – | 74,118 |
| Monica Howard Douglas Director | Apr 1, 2026 | Award | +151 | – | – | 40,080 |
| Diana F. Cantor Director | Apr 1, 2026 | Award | +480 | – | – | 58,598 |
| Michael D. Rumbolz Director | Apr 1, 2026 | Award | +320 | – | – | 70,774 |
| John W. R. Payne President and COO | Feb 24, 2026 | Award | +31,724 | – | – | 474,365 |
| Samantha Sacks Gallagher General Counsel and EVP | Feb 24, 2026 | Award | +30,309 | – | – | 368,018 |
| Gabriel Wasserman Chief Accounting Officer | Feb 24, 2026 | Award | +5,071 | – | – | 41,838 |
| David Andrew Kieske Chief Financial Officer | Feb 24, 2026 | Award | +38,150 | – | – | 417,500 |
| Edward Baltazar Pitoniak Chief Executive Officer, Director | Feb 24, 2026 | Award | +105,068 | – | – | 1,311,210 |
| John W. R. Payne President and COO | Feb 23, 2026 | Tax withholding | −4,577 | $30.09 | $137.72K | 442,641 |
| Samantha Sacks Gallagher General Counsel and EVP | Feb 23, 2026 | Tax withholding | −4,671 | $30.09 | $140.55K | 337,709 |
| Gabriel Wasserman Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −1,105 | $30.09 | $33.25K | 36,767 |
| David Andrew Kieske Chief Financial Officer | Feb 23, 2026 | Tax withholding | −6,797 | $30.09 | $204.52K | 379,350 |
| Edward Baltazar Pitoniak Chief Executive Officer, Director | Feb 23, 2026 | Tax withholding | −26,901 | $30.09 | $809.45K | 1,206,142 |
| John W. R. Payne President and COO | Feb 20, 2026 | Tax withholding | −2,827 | $29.87 | $84.44K | 447,218 |
| Samantha Sacks Gallagher General Counsel and EVP | Feb 20, 2026 | Tax withholding | −3,554 | $29.87 | $106.16K | 342,380 |
| Gabriel Wasserman Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −625 | $29.87 | $18.67K | 37,872 |
| David Andrew Kieske Chief Financial Officer | Feb 20, 2026 | Tax withholding | −4,488 | $29.87 | $134.06K | 386,147 |
| Edward Baltazar Pitoniak Chief Executive Officer, Director | Feb 20, 2026 | Tax withholding | −10,640 | $29.87 | $317.82K | 1,233,043 |
| Diana F. Cantor Director | Jan 2, 2026 | Award | +469 | – | – | 58,118 |
| Elizabeth I. Holland Director | Jan 2, 2026 | Award | +241 | – | – | 58,279 |
| Michael D. Rumbolz Director | Jan 2, 2026 | Award | +313 | – | – | 70,454 |
| Monica Howard Douglas Director | Jan 2, 2026 | Award | +148 | – | – | 39,929 |
| Craig Macnab Director | Jan 2, 2026 | Award | +402 | – | – | 73,706 |
| James R. Abrahamson Director | Jan 2, 2026 | Award | +893 | – | – | 165,318 |
| Edward Baltazar Pitoniak Chief Executive Officer, Director | Dec 19, 2025 | Gift | −20,000 | – | – | 1,243,683 |
| Craig Macnab Director | Oct 1, 2025 | Award | +351 | – | – | 73,304 |
| Michael D. Rumbolz Director | Oct 1, 2025 | Award | +339 | – | – | 70,141 |
| James R. Abrahamson Director | Oct 1, 2025 | Award | +1,106 | – | – | 164,425 |
| Diana F. Cantor Director | Oct 1, 2025 | Award | +442 | – | – | 57,649 |
| Monica Howard Douglas Director | Oct 1, 2025 | Award | +188 | – | – | 39,781 |
| Elizabeth I. Holland Director | Oct 1, 2025 | Award | +251 | – | – | 58,038 |
| Diana F. Cantor Director | Jul 1, 2025 | Award | +387 | – | – | 57,207 |
| James R. Abrahamson Director | Jul 1, 2025 | Award | +580 | – | – | 163,319 |
| Monica Howard Douglas Director | Jul 1, 2025 | Award | +93 | – | – | 39,593 |
| Michael D. Rumbolz Director | Jul 1, 2025 | Award | +232 | – | – | 69,802 |
| Elizabeth I. Holland Director | Jul 1, 2025 | Award | +186 | – | – | 57,787 |
| Craig Macnab Director | Jul 1, 2025 | Award | +348 | – | – | 72,953 |
| Diana F. Cantor Director | Apr 29, 2025 | Award | +6,195 | – | – | 56,820 |
| Monica Howard Douglas Director | Apr 29, 2025 | Award | +6,195 | – | – | 39,500 |
| Michael D. Rumbolz Director | Apr 29, 2025 | Award | +6,195 | – | – | 69,570 |
| James R. Abrahamson Director | Apr 29, 2025 | Award | +6,195 | – | – | 162,739 |
| Elizabeth I. Holland Director | Apr 29, 2025 | Award | +6,195 | – | – | 57,601 |
| Craig Macnab Director | Apr 29, 2025 | Award | +6,195 | – | – | 72,605 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.