VICI is the ticker symbol for VICI PROPERTIES INC., a publicly traded Real Estate sector company listed on NYSE. 13F Pro tracks VICI with AI-powered analysis, a 32-signal quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is VICI a good stock to buy?

VICI is tracked on 13F Pro with SEC EDGAR data, but is not currently included in our 32-signal AI quality ranking. The full company profile with financials and AI insights is at https://13fpro.ai/company/VICI.

Where does 13F Pro source VICI data?

All VICI PROPERTIES INC. fundamentals and ownership data come directly from SEC EDGAR. VICI PROPERTIES INC. files with the SEC under CIK 1705696. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

VICI PROPERTIES INC.(VICI)— Stock Profile, AI Score & Financials

Real Estate · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-06-30.

VICI PROPERTIES INC. (VICI) stock profile, AI quality score, and SEC EDGAR financial data, a Real Estate sector company. 13F Pro tracks VICI using direct SEC EDGAR data and AI-powered research tools. Based on the latest XBRL financial filings (Q2 2026), VICI PROPERTIES INC. reports quarterly revenue of $1.1B, net income of $526.5M. Top institutional holders of VICI by reported 13-F value include BlackRock, VANGUARD PORTFOLIO MANAGEMENT, STATE STREET, based on the most recent SEC filings. VICI trades on the NYSE exchange and files with the SEC under CIK 1705696. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate VICI daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for VICI PROPERTIES INC. directly from SEC EDGAR.

AI Rank

#22

Revenue

$1.1B

Net Income

$526.5M

VICI key financials by period

VICI PROPERTIES INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating margin
FY 2025	10-K	$4.0B	$2.8B	70.4%
FY 2024	10-K	$3.8B	$2.7B	71.0%
FY 2023	10-K	$3.6B	$2.5B	70.6%
FY 2022	10-K	$2.6B	$1.1B	43.8%
FY 2021	10-K	$1.5B	$1.0B	68.0%
FY 2020	10-K	$1.2B	$891.7M	26.2%

Institutions holding VICI

Institutional investors reporting a position in VICI PROPERTIES INC. on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	129,333,957	$3.4B	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	86,343,952	$2.3B	2026-06-30
STATE STREET	67,155,780	$1.8B	2026-06-30
VANGUARD CAPITAL MANAGEMENT	65,331,968	$1.7B	2026-06-30
GEODE CAPITAL MANAGEMENT	40,211,201	$1.1B	2026-06-30
Allianz Asset Management GmbH	31,273,464	$836.1M	2026-06-30
BANK OF AMERICA	29,329,887	$778.7M	2026-06-30
PRICE T ROWE ASSOCIATES	24,042,019	$638.3M	2026-06-30
JPMORGAN CHASE	21,119,533	$574.0M	2026-06-30
Invesco Ltd.	17,376,791	$461.4M	2026-06-30

SEC EDGAR: CIK 1705696 →

VICI PROPERTIES INC.

VICI

NYSELarge CapReal Estate

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What's Driving VICI's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-07-29 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

VICI's Q2 2026 revenue rose 5.7% YoY to $1.06B, but net income fell 39% to $535.3M as a $271.1M swing in the credit-loss allowance (vs. a $142.0M benefit a year ago) offset leasing and loan income growth.

Biggest Revenue Drivers

Income from sales-type leases$549.2M+3.6% YoY

Increase driven by the addition of the Golden Entertainment Master Lease to the portfolio in April 2026, as well as annual rent escalators

Income from lease financing receivables, loans and securities$478.4M+8.7% YoY

Leasing portion driven by rent escalators and new leases; loan portion driven by origination/funding of debt investments and higher outstanding principal balances

Biggest Revenue Drivers

Total revenue: $1.06B+5.7% YoY

Income from sales-type leases$549.2M+3.6% YoY

Increase driven by the addition of the Golden Entertainment Master Lease to the portfolio in April 2026, as well as annual rent escalators

Income from lease financing receivables, loans and securities$478.4M+8.7% YoY

Leasing portion driven by rent escalators and new leases; loan portion driven by origination/funding of debt investments and higher outstanding principal balances

Other income$18.9M-3.2% YoY

Primarily sub-lease income related to certain ground and use leases

Golf revenues$12.0M+7.2% YoY

Largest Expense Items

Change in allowance for credit losses$271.1Mswung from -$142.0M to +$271.1M YoY

Driven by initial CECL allowance on the Gamehost and Golden Portfolio acquisitions, an increase in the Long-Term Period probability-of-default estimate for one tenant after it issued lower-rated debt, and negative macroeconomic forecast changes

General and administrative$15.4M+6.0% YoY

Increase in compensation, including stock-based compensation

Golf expenses$7.4M+11.7% YoY

Margins: Total expenses swung from a $93.1M net benefit to $315.6M largely due to the credit-loss allowance reversal-to-charge swing, dragging net income down 39% YoY despite revenue growth; interest expense declined slightly on lower average debt outstanding.

Watch Items from the Filing

MGM lease revenue represented 37% of lease revenues and 34% of contractual rent for Q2 2026; Caesars represented 35% of lease revenues and 36% of contractual rent — both guarantee all lease obligations for their respective properties.
Properties on the Las Vegas Strip generated approximately 49% of lease revenues for the quarter, indicating significant geographic concentration.
The $271.1M quarterly increase in credit-loss allowance was partly driven by a Long-Term Period PD increase for one tenant after it issued new senior secured debt with a lower credit rating.
One fully funded senior secured loan collateralized by a luxury golf-resort development, with an unpaid principal balance of $80.7 million, is on non-accrual status.
VICI committed to a $1.5 billion mezzanine loan (subordinate to a $2.8B senior loan) for the One Beverly Hills development, a large single-project credit exposure with construction not completing until 2028.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →