

California Public Employees Retirement System cut its stake in shares of VICI Properties Inc. (NYSE: VICI) by 8.6% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 2,822,754 shares of the company's stock after selling 266,956 shares during the period.

Aviance Capital Partners LLC bought a new stake in VICI Properties Inc. (NYSE: VICI) during the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 32,813 shares of the company's stock, valued at approximately $896,000. Several other institutional investors also recently modified

VICI Properties Inc. (VICI) closed the most recent trading day at $26.87, moving 1.03% from the previous trading session.

Every month, we run a screen for dividend growth stocks that could offer some ideas for further due diligence. The screening process considers dividend safety, dividend growth, and dividend growth consistency. REITs tend to show up quite regularly, and that has been particularly notable this month, as we will take a quick dive into three of them.

Focusing on dividend stocks at or near historic high yields enables value-driven capital gains and income, especially when yields exceed the 10-year Treasury. Five standout stocks—VICI, EMN, AES, KMB, and PEP—currently offer 4%+ yields near historic highs, supported by solid credit ratings and dividend growth histories. Relative valuation metrics (P/E or P/AFFO) confirm these winners are trading below their 5-year averages, highlighting attractive entry points.

The Dividend Income Accelerator Portfolio emphasizes high-quality companies with sustainable dividends, strong balance sheets, and attractive valuations to optimize risk-adjusted returns. I prioritize a diversified mix of ETFs and individual stocks across sectors, balancing dividend income, growth, and capital appreciation while mitigating downside risk. Key metrics include a 3.75% weighted average dividend yield, low payout ratios, and low beta factors, supporting long-term portfolio resilience.

The constant barrage of artificial intelligence driving the hyperscaler complex massive spending spree is starting to fatigue many investors.

Retirement income requires more than just high yield. REIT funds may not be the best solution. A balanced REIT portfolio can offer income and growth.
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