Heartwood Wealth Advisors’s VICI Properties VICI Stock Holding History

Heartwood Wealth Advisors’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
2025 Q4	–	Sell	-25	Closed	-$815	–	579
2025 Q3	$815	Buy	+25	New	+$824	﹤0.01%	565

Other funds holding VICI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heartwood Wealth Advisors's VICI Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of VICI Properties (VICI) in Q4 2025, closing a stake of 25 shares — an estimated $815 sold.

Heartwood Wealth Advisors first reported a position in VICI in Q3 2025 and held it in 1 quarter. The position peaked at $815 in Q3 2025. 937 funds tracked by Wall St. Rank hold VICI as of Q4 2025.

Heartwood Wealth Advisors reported no remaining VICI Properties position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 25 VICI Properties shares in Q4 2025, an estimated $815.
Heartwood Wealth Advisors first reported a position in VICI Properties in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's VICI Properties position peaked at $815 in Q3 2025.
937 funds tracked by Wall St. Rank held VICI Properties as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.