What smart money is saying about VICI Properties Inc.
VICI
No fund has written a full thesis on VICI Properties Inc. in our archive, but 2 fund letters report a position in it, most recently Gabelli Funds Shareholder Commentary: Open-End Funds in June 2026.
Get an email when a fund buys, sells or pitches it
2
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in VICI Properties Inc., with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions
- June 2026
Listed in Gabelli Funds Shareholder Commentary: Open-End Funds’s reported holdings.
VICI Properties Inc. - December 2025
“Our overweight allocation to and stock selection within the Real Estate sector detracted from relative performance. Real Estate was the worst-performing sector in the quarter, weighed down by elevated interest rates and still-struggling fundamentals in much of the commercial property market. Healthpeak (-14.5%) underperformed due to the uncertainty in the life science property market, where supply and demand metrics are still challenging in the major markets of San Francisco, Boston and San Diego. However, life science represents only one-third of Healthpeak’s total net operating income, and management is seeing strong retention and re-leasing spreads on its life science properties. Its Outpatient Medical and senior housing segments continue to perform well with strong occupancy and growth rates. VICI (-12.4%) underperformed based on concerns about a slowdown in Las Vegas gaming in recent months.”
VICI Properties Inc.
Read the letters behind these VICI Properties Inc. positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→Share this ledger