WELL+57.84%20.0%
VTR+51.26%15.0%
JAN+34.97%12.0%
BKD+103.73%10.0%
SNDA+75.43%8.0%
AHR+54.34%7.0%
NHI+18.71%6.0%
LTC+23.90%5.0%
SIA.TO+23.69%5.0%
SBRA+28.38%4.0%
NHP+34.83%3.0%
CTRE+35.24%2.0%
DHC+204.15%2.0%
OHI+32.32%1.0%
As of Jul 27, 2026, 7:41 AM ET
Oversupply Risk '26: Senior Housing Constituents
Welltower Inc.WELL | 20.0% | 3.22% | 8.05% | 10.78% | 37.38% | 23.12% | 66.58% | 57.84% | $177.94B |
Ventas, Inc.VTR | 15.0% | 2.67% | 8.80% | 12.14% | 29.92% | 16.68% | 44.88% | 51.26% | $48.87B |
Janus Living, Inc.JAN | 12.0% | 3.45% | 7.26% | 9.19% | 34.97% | 34.97% | 34.97% | 34.97% | $6.67B |
Brookdale Senior Living Inc.BKD | 10.0% | 5.52% | 7.82% | -3.29% | 41.80% | 0.00% | 153.31% | 103.73% | $3.62B |
Sonida Senior Living, Inc.SNDA | 8.0% | 6.73% | 7.13% | 2.74% | 31.48% | 19.46% | 86.01% | 75.43% | $833.8M |
American Healthcare REIT, Inc.AHR | 7.0% | 1.10% | 4.15% | 6.24% | 21.12% | 9.11% | 88.53% | 54.34% | $11.87B |
National Health Investors, Inc.NHI | 6.0% | 0.74% | 5.81% | 5.21% | 7.93% | -1.95% | 15.89% | 18.71% | $3.90B |
LTC Properties, Inc.LTC | 5.0% | -0.65% | 3.67% | 6.82% | 24.41% | 6.72% | 27.11% | 23.90% | $2.16B |
Sienna Senior Living Inc.SIA.TO | 5.0% | 0.48% | -0.27% | 5.73% | 9.39% | -5.39% | 38.57% | 23.69% | $1.62B |
Sabra Health Care REIT, Inc.SBRA | 4.0% | -0.18% | 11.34% | 11.74% | 19.54% | 8.54% | 37.06% | 28.38% | $5.64B |
National Healthcare Properties, Inc. (NHP)NHP | 3.0% | 2.21% | 4.02% | 7.65% | 34.83% | 34.83% | 34.83% | 34.83% | $269.9M |
CareTrust REIT, Inc.CTRE | 2.0% | -0.18% | 4.41% | 3.36% | 16.91% | 4.07% | 48.07% | 35.24% | $10.22B |
Diversified Healthcare TrustDHC | 2.0% | 1.79% | 5.56% | 1.79% | 113.98% | 53.25% | 327.71% | 204.15% | $2.26B |
Omega Healthcare Investors, Inc.OHI | 1.0% | 1.53% | 7.17% | 7.43% | 16.71% | 7.21% | 36.62% | 32.32% | $15.40B |
| Theme return | — | 2.77% | 6.81% | 54.25% | 31.98% | 16.38% | 65.95% | 54.37% | — |
| Average | 7.1% | 2.03% | 6.07% | 6.25% | 31.46% | 15.04% | 74.30% | 55.63% | $20.81B |
| Median | 5.5% | 1.66% | 6.47% | 6.53% | 27.17% | 8.82% | 41.73% | 35.11% | $4.77B |
| Std Dev | 5.3% | 2.08% | 2.71% | 4.06% | 24.99% | 16.03% | 78.03% | 46.86% | $45.19B |
| Min | 1.0% | -0.65% | -0.27% | -3.29% | 7.93% | -5.39% | 15.89% | 18.71% | $269.9M |
| Max | 20.0% | 6.73% | 11.34% | 12.14% | 113.98% | 53.25% | 327.71% | 204.15% | $177.94B |
| % Positive Tickers | 78.57% | 92.86% | 92.86% | 100.00% | 78.57% | 100.00% | 100.00% |
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About this theme
Oversupply Risk '26: Senior Housing tracks 14 publicly listed stocks in this theme. Sample tickers: AHR, BKD, CTRE, DHC, JAN, LTC, NHI, NHP, OHI, SBRA, SIA.TO, SNDA, and 2 more. Use the table below for the full list.