South Street Advisors’s VICI Properties VICI Stock Holding History

South Street 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	-437,602	Closed	-$14.3M	–	83
2025 Q3	$14.3M	Buy	437,602 +22,755	+5%	+$750K	1.87%	23
2025 Q2	$13.5M	Buy	414,847 +55,938	+16%	+$1.78M	2.01%	22
2025 Q1	$11.7M	Buy	358,909 +273,635	+321%	+$8.43M	1.91%	24
2024 Q4	$2.49M	Buy	85,274 +4,600	+6%	+$145K	0.38%	41
2024 Q3	$2.69M	Hold	80,674	–	–	0.41%	42
2024 Q2	$2.31M	Hold	80,674	–	–	0.35%	42
2024 Q1	$2.4M	Hold	80,674	–	–	0.38%	41
2023 Q4	$2.57M	Hold	80,674	–	–	0.48%	38
2023 Q3	$2.35M	Hold	80,674	–	–	0.47%	39
2023 Q2	$2.54M	Hold	80,674	–	–	0.5%	39
2023 Q1	$2.63M	Hold	80,674	–	–	0.54%	37
2022 Q4	$2.61M	Hold	80,674	–	–	0.58%	35
2022 Q3	$2.41M	Hold	80,674	–	–	0.59%	37
2022 Q2	$2.4M	Buy	+80,674	New	+$2.38M	0.55%	35

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

South Street Advisors's VICI Position: Q4 2025 in Review

South Street Advisors sold out of VICI Properties (VICI) in Q4 2025, closing a stake of 437,602 shares — an estimated $14.3M sold.

South Street Advisors first reported a position in VICI in Q2 2022 and held it in 14 quarters. The position peaked at $14.3M in Q3 2025. 937 funds tracked by Wall St. Rank hold VICI as of Q4 2025.

South Street Advisors reported no remaining VICI Properties position as of Q4 2025 after selling out during the quarter.
South Street Advisors sold 437,602 VICI Properties shares in Q4 2025, an estimated $14.3M.
South Street Advisors first reported a position in VICI Properties in Q2 2022 and held it in 14 quarters.
South Street Advisors's VICI Properties position peaked at $14.3M in Q3 2025.
937 funds tracked by Wall St. Rank held VICI Properties as of Q4 2025.

Based on South Street Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.