Who are VICI Properties Inc.'s customers?

11 disclosed: Caesars Entertainment, Inc., Penn, Century Casinos, Inc. and 8 more.

VICINYSEReal Estate Investment Trusts

VICI Properties Inc.

24.42

Closed18:54 ET

Open24.63Volume11.9MMkt cap$26.9BP/E11.20EPS2.18Div yield7.40%

Day24.23 – 24.8431%52-wk22.43 – 28.9531%

VICI

VICI Properties Inc.

OpenVolumeMkt capP/EEPSDiv yield

Day – 52-wk –

Expected move

Inputs

±9.2%implied · straddle

22.2126.71

spot 24.46exp Mar 19ATM strike 25ATM straddle 2.65IV 21%

Oct 30 closeprovisional

Expected move

Inputs

Next report

Feb 24

after close · in 115 days

est.Q4 FY26

Earnings

Next report

Last report

+4.25%

vs ±5.2% implied · ×0.81

shaded = implied · ▲▼ = realized

Oct 28 '26 · confirmed0 of 8 at or beyond implied

History

Linked news

1dAPO · customerApollo Global Management posts Athene presentation on financing AI-related infrastructure
4dCZR · customerCaesars Entertainment posts Q3 net loss of $123 million; net revenues $2,940 million
29dCNTY · customerCentury Therapeutics' CNTY-813 Demonstrates Continued Advancement Toward the Clinic Via Nonclinical Data Presented at EASD 2026

News

Largest filed tie

13F top-10 QoQ

+3.42%

shares held · 10 largest managers

13F · Jun 30 '26124d lag

951 managers

Top fund weight

3.01%

VICI weight · XLRE

N-PORTJun 30 '26

11 funds

Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied

Who supplies VICI Properties, and who buys from it

VICI Properties has 0 disclosed suppliers and 11 disclosed customers in SEC filings.

Supply chain

SEC EDGAREDGAR · Feb 25 '26

Sources

—

← Buys from

VICI

Cainunlisted

Chelsea Piersunlisted

Eastern Band of Cherokee Indiansunlisted

Foundation Gaming & Entertainmentunlisted

JACK Ohiounlisted

Lucky Strike Entertainmentunlisted

Seminole Hard Rock Internationalunlisted

Sells to →

Suppliers0Customers11

—

VICI

Cainunlisted

Chelsea Piersunlisted

Eastern Band of Cherokee Indiansunlisted

Foundation Gaming & Entertainmentunlisted

+3 more

JACK Ohiounlisted

Lucky Strike Entertainmentunlisted

Seminole Hard Rock Internationalunlisted

suppliercustomerunlisted2°second-degree (Extended)Full map

Thick line = filed share ·Moves · 05:54 ETSources

Supply chain

SEC EDGAR

Sources for VICI relationships

SEC EDGAR · verbatim disclosure

Sources for VICI relationships

EDGAR · verbatim disclosure · 11Show sources· 11

customer

APOFunds managed by Apollo Global Management, Inc.

SentenceVenetian Lease Funds managed by Apollo Global Management, Inc. February 29, 2052

VICI 10-Kaccession 0001705696-26-000034filed Feb 25 '26APO

CNTYCentury Casinos, Inc.

SentenceCentury Master Lease Century Casinos, Inc. September 30, 2038

VICI 10-Kaccession 0001705696-26-000034filed Feb 25 '26CNTY

CZRCaesars Entertainment, Inc.

SentenceThrough these efforts, we have observed, and Caesars management has publicly reported, declining profitability of their operations at certain properties we lease to Caesars under the Caesars Regional Master Lease.

VICI 10-Kaccession 0001705696-26-000034filed Feb 25 '26CZR

PENNPenn

SentenceOn December 4, 2025, we and PENN combined the existing individual leases with respect to the Hollywood Casino at Greektown (the "Greektown Lease") in Detroit, Michigan, and the Margaritaville Resort Casino (the "Margaritaville Lease") in Bossier City, Louisiana, into one master lease for both properties (the "PENN Master Lease").

VICI 10-Kaccession 0001705696-26-000034filed Feb 25 '26PENN

—Cainunlisted

SentenceOne Beverly Hills is being developed by Cain and will be anchored by Aman Beverly Hills, featuring an Aman Hotel and Aman-branded residences, and include a full-scale refurbishment of The Beverly Hilton, additional retail, food and beverage offerings, and 10 acres of botanical gardens and open space.