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VICI Properties Inc.

VICI

Real Estate · 26.52 -0.3% today

Partial group confirmationMarket checked 21 Aug, 15:55 GMT-4

Jodie situation report

VICI Properties Inc.'s move is spreading beyond its market group.

VICI accounts for 10.3% of the group's measured movement across 2.8 effective names. raw member direction is mixed; 4 of 4 SPY-adjusted paths align to the downside. Capital-flow agreement is 4%, so confirmation is not yet clean. No verified headline preceded the measured group move.

MOVE ANATOMY

Is this move genuinely shared?

SPY-adjusted 5m paths
Role in the moveAligned contributor#3 of 4 by movement share
Group movement share10.3%Absolute path energy—not portfolio weight
Relative path-0.18%aligned
Effective breadth2.8 / 4concentrated
Relative alignment4/4downside path · 0 counter-moving
Capital-flow agreement4%not yet clean
SEQUENCE READ

ELS, SUI, GLPI moved materially before VICI. VICI crossed its material path threshold at 15:30 ET, 305 minutes after the first measured mover.

EVIDENCE COVERAGE

4 of 4 members in Real Estate REITs are active. 0 of 8 disclosed connections are confirming.

What would change this read
  • At least 3 of 4 durable members become active together.
  • Capital-flow agreement rises above 55%.
  • WYNN remains aligned with the group in the next market snapshot.

Invalidation: The live read weakens if participation falls to 1 of 4 members or fewer.

Watch this read

Who this business touches

The relationships behind VICI

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

RRRRed Rock Resorts, Inc.investeeFeb 25, 2026

Proceeds from the Term Loan Arrangement will be used for the development of the North Fork Mono Casino & Resort (“North Fork”) located near Madera, California, which will be developed and managed by affiliates of Red Rock Resorts, Inc.

CZRCaesars Entertainment, Inc.partnerFeb 25, 2026

NOTES TO CONSOLIDATED FINANCIAL STATEMENTS (Continued) non-controlling interests were comprised of (i) approximately 1.1 % third-party ownership of VICI OP in the form of a limited liability company interest in VICI OP (“VICI OP Units”), (ii) a 20 % third-par…

Depended on by

CZRCaesars Entertainment, Inc.distributorApr 28, 2026

We lease 18 casinos from VICI Properties L.P., a Delaware limited partnership (“VICI”), pursuant to a regional lease, a Las Vegas lease and a Joliet lease (the “VICI Leases”).

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

VICI is currently a Early Follower in the organic co-movement group Real Estate REITs. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.