VICI Properties Inc.
US ˙ NYSE ˙ US9256521090

SecurityVICI / VICI Properties Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership9,064,351 shares
Latest Disclosed Value $ 247,638,132
Morgan Stanley reports 4.09% decrease in ownership of VICI / VICI Properties Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 9,064,351 shares of VICI Properties Inc. (US:VICI) valued at $247,638,069 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 9,451,047 shares of VICI Properties Inc.. This represents a change in shares of -4.09% during the quarter. The current value of the position is $246,640,991 USD.

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 PPTYS COM 925652109 9,064,351 -386,696 -4.09 247,638 -6.82 0.0149
2026-05-27 2025-12-31 13F/A-1 VICI PPTYS COM 925652109 9,451,047 373,713 4.12 265,764 -10.22 0.0159
2026-02-13 2025-12-31 13F VICI PPTYS COM 925652109 9,451,047 373,713 265,764
2026-05-27 2025-09-30 13F/A-1 VICI PPTYS COM 925652109 9,077,334 637,173 7.55 296,012 7.58 0.0179
2025-11-14 2025-09-30 13F VICI PPTYS COM 925652109 9,077,334 637,173 296,012 0.0179
2025-08-15 2025-06-30 13F VICI PPTYS COM 925652109 8,440,161 -362,379 -4.12 275,149 -4.18 0.0179
2025-05-15 2025-03-31 13F VICI PPTYS COM 925652109 8,802,540 -139,895 -1.56 287,139 9.93 0.0205
2025-05-15 2024-12-31 13F/A-1 VICI PPTYS COM 925652109 8,942,435 -11,410 -0.13 261,209 -12.42 0.0183
2025-02-14 2024-12-31 13F VICI PPTYS COM 925652109 8,942,435 -11,410 261,209 0.0183
2025-05-14 2024-09-30 13F/A-2 VICI PPTYS COM 925652109 8,953,845 -1,107,753 -11.01 298,253 3.50 0.0216
2025-02-14 2024-09-30 13F/A-1 VICI PPTYS COM 925652109 8,953,845 -1,107,753 298,253 0.0216
2024-11-14 2024-09-30 13F VICI PPTYS COM 925652109 8,953,845 -1,107,753 298,253 0.0216
2025-05-14 2024-06-30 13F/A-2 VICI PPTYS COM 925652109 10,061,598 207,016 2.10 288,164 -1.84 0.0223
2024-10-17 2024-06-30 13F/A-1 VICI PPTYS COM 925652109 10,061,598 207,016 288,164 0.0223
2024-08-14 2024-06-30 13F VICI PPTYS COM 925652109 10,061,598 207,016 288,164 0.0223
2024-10-17 2024-03-31 13F/A-2 VICI PPTYS COM 925652109 9,854,582 1,015,221 11.49 293,568 4.18 0.0236
2024-08-16 2024-03-31 13F/A-1 VICI PPTYS COM 925652109 9,854,582 1,015,221 293,568 0.0028
2024-05-15 2024-03-31 13F VICI PPTYS COM 925652109 9,854,582 1,015,221 293,568 0.0236
2024-08-16 2023-12-31 13F/A-1 VICI PPTYS COM 925652109 8,839,361 -2,607,372 -22.78 281,799 -15.40 0.0248
2024-02-13 2023-12-31 13F VICI PPTYS COM 925652109 8,839,361 -2,607,372 281,799 0.0248
2023-11-15 2023-09-30 13F VICI PPTYS COM 925652109 11,446,733 -1,090,618 -8.70 333,100 -15.47 0.0339
2023-08-14 2023-06-30 13F VICI PPTYS COM 925652109 12,537,351 -5,877,837 -31.92 394,049 -34.40 0.0388
2023-05-15 2023-03-31 13F VICI PPTYS COM 925652109 18,415,188 7,342,095 66.31 600,703 67.43 0.0644
2023-02-14 2022-12-31 13F VICI PPTYS COM 925652109 11,073,093 3,372,327 43.79 358,768 56.08 0.0407
2022-11-14 2022-09-30 13F VICI PPTYS COM 925652109 7,700,766 -213,563 -2.70 229,867 -2.50 0.0313
2022-10-27 2022-06-30 13F/A-1 VICI PPTYS COM 925652109 7,914,329 3,223,984 68.74 235,767 76.62 0.0306
2022-08-15 2022-06-30 13F VICI PPTYS COM 925652109 7,914,329 3,223,984 235,767 0.0062
2022-10-27 2022-03-31 13F/A-1 VICI PPTYS COM 925652109 4,690,345 -11,452,416 -70.94 133,487 -72.54 0.0180
2022-05-13 2022-03-31 13F VICI PPTYS COM 925652109 4,690,345 -11,452,416 133,487 0.0180
2022-02-14 2021-12-31 13F VICI PPTYS COM 925652109 16,142,761 1,280,620 8.62 486,059 15.12 0.0600
2021-11-15 2021-09-30 13F VICI PPTYS COM 925652109 14,862,141 67,808 0.46 422,234 -7.99 0.0569
2021-08-23 2021-06-30 13F/A-1 VICI PPTYS COM 925652109 14,794,333 11,380,468 333.36 458,921 376.02 0.0605
2021-08-16 2021-06-30 13F VICI PPTYS COM 925652109 14,794,333 11,380,468 458,921 0.0126
2021-05-17 2021-03-31 13F VICI PPTYS COM 925652109 3,413,865 2,366,532 225.96 96,407 260.98 0.0142
2021-02-16 2020-12-31 13F VICI PPTYS COM 925652109 1,047,333 592,694 130.37 26,707 151.36 0.0041
2020-11-13 2020-09-30 13F VICI PPTYS COM 925652109 454,639 4,592 1.02 10,625 16.93 0.0021
2020-08-14 2020-06-30 13F VICI PPTYS COM 925652109 450,047 -52,719 -10.49 9,087 8.62 0.0020
2020-05-26 2020-03-31 13F/A-1 VICI PPTYS COM 925652109 502,766 -169,140 -25.17 8,366 -51.27 0.0023
2020-05-15 2020-03-31 13F VICI PPTYS COM 925652109 502,766 -169,140 8,366 642.6832
2020-02-14 2019-12-31 13F VICI PPTYS COM 925652109 671,906 4,307 0.65 17,168 13.54 0.0040
2019-11-14 2019-09-30 13F VICI PPTYS COM 925652109 667,599 225,247 50.92 15,121 55.09 0.0040
2019-08-14 2019-06-30 13F VICI PPTYS COM 925652109 442,352 -321,594 -42.10 9,750 -41.67 0.0026
2019-05-15 2019-03-31 13F VICI PPTYS COM 925652109 763,946 367,616 92.76 16,715 124.57 0.0047
2019-02-14 2018-12-31 13F VICI PPTYS COM 925652109 396,330 219,902 124.64 7,443 95.15 0.0022
2019-04-23 2018-09-30 13F/A-2 VICI PPTYS COM 925652109 176,428 123,493 233.29 3,814 249.27 0.0010
2018-11-20 2018-09-30 13F/A-1 VICI PPTYS COM 925652109 176,428 0 3,814 0.0010
2018-11-14 2018-09-30 13F VICI PPTYS COM 925652109 176,428 123,493 3,814
2019-04-23 2018-06-30 13F/A-1 VICI PPTYS COM 925652109 52,935 -498,467 -90.40 1,092 -89.19 0.0003
2018-08-14 2018-06-30 13F VICI PPTYS COM 925652109 52,935 -498,467 1,092
2019-04-23 2018-03-31 13F/A-1 VICI PPTYS COM 925652109 551,402 551,402 10,101 0.0028
2018-05-14 2018-03-31 13F VICI PPTYS COM 925652109 551,402 10,101 0.0028
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.