VICI 프로퍼티 주식회사
MX ˙ BMV ˙ US9256521090
SecurityMX:VICI / VICI Properties Inc.
InstitutionGeode Capital Management, Llc
Latest Disclosed Ownership38,656,287 shares
Latest Disclosed Value $ 1,078,303,149
Geode Capital Management, Llc reports 6.76% increase in ownership of VICI / VICI Properties Inc.

On May 15, 2026 - Geode Capital Management, Llc filed a 13F-HR form disclosing ownership of 38,656,287 shares of VICI Properties Inc. (MX:VICI) valued at $1,078,303,149 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 36,209,246 shares of VICI Properties Inc.. This represents a change in shares of 6.76% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F VICI PROPERTIES COM 925652109 38,656,287 2,447,041 6.76 1,078,303 4.62 0.0358
2026-02-09 2025-12-31 13F VICI PROPERTIES COM 925652109 36,209,246 1,037,345 2.95 1,030,716 -11.05 0.0636
2025-11-12 2025-09-30 13F VICI PROPERTIES COM 925652109 35,171,901 553,171 1.60 1,158,791 1.26 0.0739
2025-08-08 2025-06-30 13F VICI PROPERTIES COM 925652109 34,618,730 2,281,688 7.06 1,144,400 6.62 0.0802
2025-05-13 2025-03-31 13F VICI PROPERTIES COM 925652109 32,337,042 2,825,039 9.57 1,073,360 24.79 0.0844
2025-02-12 2024-12-31 13F VICI PROPERTIES COM 925652109 29,512,003 1,036,344 3.64 860,107 -9.05 0.0666
2024-11-12 2024-09-30 13F VICI PROPERTIES COM 925652109 28,475,659 608,696 2.18 945,712 18.77 0.0766
2024-08-09 2024-06-30 13F VICI PROPERTIES COM 925652109 27,866,963 935,314 3.47 796,225 -0.53 0.0699
2024-05-13 2024-03-31 13F VICI PROPERTIES COM 925652109 26,931,649 1,814,192 7.22 800,469 0.21 0.0740
2024-02-13 2023-12-31 13F VICI PROPERTIES COM 925652109 25,117,457 1,171,652 4.89 798,806 14.86 0.0836
2023-11-13 2023-09-30 13F VICI PROPERTIES COM 925652109 23,945,805 585,696 2.51 695,448 -5.05 0.0828
2023-08-11 2023-06-30 13F VICI PROPERTIES COM 925652109 23,360,109 383,925 1.67 732,457 -2.12 0.0861
2023-05-15 2023-03-31 13F VICI PROPERTIES COM 925652109 22,976,184 306,682 1.35 748,300 101,987.31 0.0972
2023-02-13 2022-12-31 13F VICI PROPERTIES COM 925652109 22,669,502 321,889 1.44 734 -99.89 0.1029
2022-11-14 2022-09-30 13F VICI PROPERTIES COM 925652109 22,347,613 624,058 2.87 666,616 3.15 0.1011
2022-08-12 2022-06-30 13F VICI PROPERTIES COM 925652109 21,723,555 11,082,678 104.15 646,274 113.57 0.0947
2022-05-13 2022-03-31 13F VICI PROPERTIES COM 925652109 10,640,877 1,115,886 11.72 302,609 5.65 0.0378
2022-02-11 2021-12-31 13F VICI PROPERTIES COM 925652109 9,524,991 707,452 8.02 286,429 14.49 0.0345
2021-11-12 2021-09-30 13F VICI PROPERTIES COM 925652109 8,817,539 939,275 11.92 250,184 2.51 0.0337
2021-08-13 2021-06-30 13F VICI PROPERTIES COM 925652109 7,878,264 134,775 1.74 244,070 11.76 0.0336
2021-05-12 2021-03-31 13F VICI PROPERTIES COM 925652109 7,743,489 270,007 3.61 218,396 14.72 0.0334
2021-02-12 2020-12-31 13F VICI PROPERTIES COM 925652109 7,473,482 1,571,372 26.62 190,371 38.14 0.0320
2020-11-13 2020-09-30 13F VICI PROPERTIES COM 925652109 5,902,110 495,357 9.16 137,808 26.36 0.0270
2020-08-13 2020-06-30 13F VICI PROPERTIES COM 925652109 5,406,753 -140,128 -2.53 109,063 18.26 0.0233
2020-05-14 2020-03-31 13F VICI PROPERTIES COM 925652109 5,546,881 256,810 4.85 92,223 -31.71 0.0240
2020-02-20 2019-12-31 13F/A-1 VICI PROPERTIES COM 925652109 5,290,071 347,190 7.02 135,041 20.62 0.0282
2020-02-13 2019-12-31 13F VICI PROPERTIES COM 925652109 5,290,071 347,190 135,041 17,209.7914
2019-11-12 2019-09-30 13F VICI PROPERTIES COM 925652109 4,942,881 945,922 23.67 111,956 27.09 0.0261
2019-08-14 2019-06-30 13F VICI PROPERTIES COM 925652109 3,996,959 273,762 7.35 88,092 8.14 0.0213
2019-05-14 2019-03-31 13F VICI PROPERTIES COM 925652109 3,723,197 148,710 4.16 81,463 21.35 0.0211
2019-03-06 2018-12-31 13F/A-1 VICI PROPERTIES COM 925652109 3,574,487 2,173,357 155.11 67,128 121.60 0.0208
2019-02-13 2018-12-31 13F VICI PROPERTIES COM 925652109 3,574,487 2,173,357 67,128
2018-11-13 2018-09-30 13F VICI PROPERTIES COM 925652109 1,401,130 -94,475 -6.32 30,292 -1.87 0.0085
2018-08-14 2018-06-30 13F VICI PROPERTIES COM 925652109 1,495,605 851,416 132.17 30,869 161.58 0.0095
2018-05-15 2018-03-31 13F VICI PROPERTIES COM 925652109 644,189 644,189 11,801 0.0038
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.