VICI
Another fund, another nibble
Border to Coast Pensions Partnership Ltd just showed up in VICI’s latest 13F with a bigger bag of shares. The fund added 150,000 shares in the quarter, boosting its position 26.1% to 725,000 shares — roughly $20.4 million worth of stock.
Why you should care
When institutional investors keep leaning into a REIT like VICI, it usually says something pretty simple: the dividend and cash-flow story is still doing its job. VICI remains a favorite for income hunters because it owns destination properties and leases them out under long-term contracts, which is finance-speak for “collect rent and try not to get cute.”
The other stuff in the article is the seasoning
The write-up also notes that VICI recently posted quarterly EPS of $0.57, missing the $0.60 consensus, on revenue of $1.01 billion. It also pointed to FY2026 EPS guidance of $2.42 to $2.45 and a quarterly dividend of $0.45, which annualizes to a chunky 6.4% yield.
Big picture
This isn’t a fireworks headline, but it is a useful pulse check: institutional ownership is still extremely high, and some big-money players are using VICI as a steady income play rather than a moonshot. In other words, not flashy — just the kind of stock that keeps showing up in serious portfolios.