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Elder Care '24: Senior Living
7 tickers · $226.94B total market cap
Group: Elder Care
The current thesis for the Elder Care: Senior Living subtheme is bullish, driven by demographic trends and a recovering post-pandemic economy. As the global population continues to age, the demand for senior living facilities is expected to increase significantly. Furthermore, improved operational efficiencies and growing investment in senior housing infrastructure are likely to support long-term growth. The sector remains well-positioned to benefit from both demographic tailwinds and an expected stabilization in interest rates.
Elder Care '24: Senior Living tracks 7 publicly listed stocks in this theme: BKD, ENSG, OHI, SIA.TO, SNDA, VTR, WELL. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Welltower Inc.WELL | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 3.63% | 1.00% | 2.93% | 2.79% | $153.89B | 14.2857 |
Ventas, Inc.VTR | 04/27/2026 (BMO) | 04/27/2026 (BMO) | 6.20% | 4.72% | 1.30% | 0.89% | $42.95B | 14.2857 |
Omega Healthcare Investors, Inc.OHI | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 5.40% | -1.30% | 6.30% | 5.81% | $14.41B | 14.2857 |
The Ensign Group, Inc.ENSG | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 14.22% | -1.44% | -5.62% | -4.26% | $10.28B | 14.2857 |
Brookdale Senior Living Inc.BKD | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -10.02% | -3.35% | -4.83% | -2.29% | $3.15B | 14.2857 |
Sienna Senior Living Inc.SIA.TO | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -0.62% | -1.19% | 4.01% | -6.09% | $1.61B | 14.2857 |
Sonida Senior Living, Inc.SNDA | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -9.55% | -3.00% | 13.86% | -2.48% | $654.8M | 14.2857 |
| Average | 1.32% | -0.65% | 2.56% | -0.80% | $32.42B | 14.2857 | ||
| Median | 3.63% | -1.30% | 2.93% | -2.29% | $10.28B | 14.2857 | ||
| Std Dev | 8.13% | 2.56% | 6.18% | 3.86% | $51.40B | 0.0% | ||
| Min | -10.02% | -3.35% | -5.62% | -6.09% | $654.8M | 14.2857 | ||
| Max | 14.22% | 4.72% | 13.86% | 5.81% | $153.89B | 14.2857 | ||
| % Positive Tickers | 57.14% | 28.57% | 71.43% | 42.86% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.