Cullen Capital Management’s VICI Properties VICI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$185M	Buy	6,788,489 +1,099,949	+19%	+$31.5M	1.9%	21
2025 Q4	$160M	Sell	5,688,540 -638,768	-10%	-$19M	1.75%	22
2025 Q3	$206M	Sell	6,327,308 -99,215	-2%	-$3.27M	2.26%	14
2025 Q2	$210M	Sell	6,426,523 -33,824	-0.5%	-$1.08M	2.39%	14
2025 Q1	$211M	Buy	6,460,347 +123,679	+2%	+$3.81M	2.43%	13
2024 Q4	$185M	Sell	6,336,668 -200,124	-3%	-$6.32M	2.16%	21
2024 Q3	$218M	Buy	6,536,792 +32,377	+0.5%	+$1.02M	2.37%	17
2024 Q2	$186M	Sell	6,504,415 -138,221	-2%	-$3.97M	2.15%	18
2024 Q1	$198M	Buy	6,642,636 +1,297,157	+24%	+$38.9M	2.2%	21
2023 Q4	$170M	Sell	5,345,479 -1,546,860	-22%	-$45.4M	2.53%	10
2023 Q3	$201M	Sell	6,892,339 -61,313	-0.9%	-$1.9M	2.34%	19
2023 Q2	$219M	Buy	6,953,652 +285,805	+4%	+$9.17M	1.95%	19
2023 Q1	$218M	Buy	6,667,847 +1,703,029	+34%	+$56.3M	1.99%	19
2022 Q4	$161M	Sell	4,964,818 -906,495	-15%	-$29.1M	2.06%	17
2022 Q3	$175M	Buy	5,871,313 +86,160	+1%	+$2.84M	1.88%	21
2022 Q2	$172M	Buy	5,785,153 +331,222	+6%	+$9.77M	1.73%	22
2022 Q1	$155M	Buy	5,453,931 +1,047,859	+24%	+$29.4M	1.43%	31
2021 Q4	$133M	Sell	4,406,072 -647,357	-13%	-$18.8M	1.24%	37
2021 Q3	$144M	Buy	5,053,429 +1,466,864	+41%	+$44.7M	1.41%	33
2021 Q2	$111M	Buy	+3,586,565	New	+$111M	1.08%	41