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Adelante Capital Management’s VICI Properties VICI Stock Holding History

Adelante Capital Management’s Portfolio VICI Stock Details VICI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.8M Sell
1,235,626
-254,801
-17% -$7.29M 2.31% 15
2025
Q4 		$41.9M Sell
1,490,427
-31,030
-2% -$922K 2.82% 12
2025
Q3 		$49.6M Sell
1,521,457
-110,455
-7% -$3.64M 3.32% 10
2025
Q2 		$53.2M Buy
1,631,912
+207,076
+15% +$6.59M 3.92% 9
2025
Q1 		$46.5M Buy
1,424,836
+1,276,704
+862% +$39.3M 3.52% 9
2024
Q4 		$4.33M Sell
148,132
-34,107
-19% -$1.08M 0.29% 35
2024
Q3 		$6.07M Sell
182,239
-4,053
-2% -$128K 0.39% 32
2024
Q2 		$5.33M Buy
186,292
+2,920
+2% +$83.8K 0.42% 29
2024
Q1 		$5.46M Buy
183,372
+13,395
+8% +$402K 0.36% 34
2023
Q4 		$5.42M Buy
169,977
+6,482
+4% +$190K 0.38% 33
2023
Q3 		$4.76M Buy
163,495
+4,660
+3% +$145K 0.39% 32
2023
Q2 		$4.99M Buy
158,835
+2,205
+1% +$70.7K 0.44% 32
2023
Q1 		$5.11M Buy
156,630
+49,345
+46% +$1.63M 0.45% 32
2022
Q4 		$3.48M Buy
107,285
+34,360
+47% +$1.1M 0.29% 32
2022
Q3 		$2.18M Buy
72,925
+8,220
+13% +$271K 0.16% 33
2022
Q2 		$0 Buy
64,705
+32,025
+98% +$944K ﹤0.01% 44
2022
Q1 		$930K Hold
32,680
– – 0.05% 41
2021
Q4 		$984K Sell
32,680
-3,495
-10% -$101K 0.04% 46
2021
Q3 		$1.03M Hold
36,175
– – 0.05% 43
2021
Q2 		$1.12M Buy
+36,175
New +$1.12M 0.06% 42
2018
Q4 		– Sell
-316,307
Closed -$6.84M – 47
2018
Q3 		$6.84M Sell
316,307
-244,174
-44% -$5.07M 0.39% 40
2018
Q2 		$11.6M Sell
560,481
-618,658
-52% -$11.9M 0.67% 35
2018
Q1 		$21.6M Buy
+1,179,139
New +$23.1M 1.28% 29

Other funds holding VICI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Adelante Capital Management's VICI Position: Q1 2026 in Review

Adelante Capital Management reduced its VICI Properties (VICI) stake by 17% in Q1 2026, selling an estimated $7.29M and leaving 1,235,626 shares worth $33.8M. The position accounts for 2.31% of the portfolio, ranked #15.

Adelante Capital Management first reported a position in VICI in Q1 2018 and has held it in 23 quarters since. The position peaked at $53.2M in Q2 2025. 946 funds tracked by Wall St. Rank hold VICI as of Q1 2026.

  • Adelante Capital Management held 1,235,626 shares of VICI Properties worth $33.8M as of Q1 2026.
  • Adelante Capital Management sold 254,801 VICI Properties shares in Q1 2026, an estimated $7.29M.
  • VICI Properties made up 2.31% of Adelante Capital Management's portfolio in Q1 2026, its #15 holding.
  • Adelante Capital Management first reported a position in VICI Properties in Q1 2018 and has held it in 23 quarters since.
  • Adelante Capital Management's VICI Properties position peaked at $53.2M in Q2 2025.
  • 946 funds tracked by Wall St. Rank held VICI Properties as of Q1 2026.

Based on Adelante Capital Management's 13F filing for Q1 2026, filed 18 May 2026.