WELL+40.38%20.0%
VTR+29.04%15.0%
JAN+32.18%12.0%
BKD+58.90%10.0%
SNDA+51.26%8.0%
AHR+25.99%7.0%
NHI-5.76%6.0%
LTC+22.60%5.0%
SIA.TO+12.23%5.0%
SBRA+14.93%4.0%
NHP+35.42%3.0%
CTRE+15.33%2.0%
DHC+90.51%2.0%
OHI+10.15%1.0%
As of Sep 10, 2026, 5:04 AM ET
Oversupply Risk '26: Senior Housing Constituents
Welltower Inc.WELL | 20.0% | -0.54% | -0.88% | 0.77% | -1.85% | 27.13% | 13.93% | 54.15% | 40.38% | 86.18% | 200.28% | $169.98B |
Ventas, Inc.VTR | 15.0% | -0.57% | -2.67% | -2.82% | -2.94% | 15.48% | 3.71% | 28.78% | 29.04% | 41.38% | 80.63% | $43.45B |
Janus Living, Inc.JAN | 12.0% | 0.10% | 1.64% | 2.88% | 0.32% | 32.18% | 32.18% | 32.18% | 32.18% | 32.18% | 32.18% | $6.58B |
Brookdale Senior Living Inc.BKD | 10.0% | 0.41% | 3.58% | -11.32% | 2.02% | 12.51% | -20.65% | 100.99% | 58.90% | 75.69% | 77.23% | $2.90B |
Sonida Senior Living, Inc.SNDA | 8.0% | 1.31% | 5.63% | -5.76% | 4.68% | 21.34% | 10.25% | 71.67% | 51.26% | 52.08% | 19.91% | $1.88B |
American Healthcare REIT, Inc.AHR | 7.0% | -1.52% | -3.17% | -3.06% | -4.90% | 14.26% | 2.93% | 77.84% | 25.99% | 151.15% | 340.39% | $11.12B |
National Health Investors, Inc.NHI | 6.0% | -1.72% | -2.55% | -5.34% | -2.88% | -5.94% | -14.55% | 0.99% | -5.76% | -6.45% | 57.77% | $3.40B |
LTC Properties, Inc.LTC | 5.0% | 1.29% | 4.75% | 7.94% | 2.78% | 27.55% | 9.42% | 30.32% | 22.60% | 30.55% | 70.53% | $2.18B |
Sienna Senior Living Inc.SIA.TO | 5.0% | -0.89% | -3.38% | -5.93% | -0.33% | -1.97% | -15.22% | 24.18% | 12.23% | 20.91% | 50.24% | $1.45B |
Sabra Health Care REIT, Inc.SBRA | 4.0% | -0.10% | 0.87% | 2.10% | -0.72% | 13.02% | 2.62% | 29.58% | 14.93% | 34.08% | 83.71% | $5.24B |
National Healthcare Properties, Inc. (NHP)NHP | 3.0% | -1.46% | 1.18% | -0.67% | 1.37% | 35.42% | 35.42% | 35.42% | 35.42% | 35.42% | 35.42% | $274.1M |
CareTrust REIT, Inc.CTRE | 2.0% | -0.71% | 0.03% | -3.41% | -2.23% | 7.96% | -3.89% | 36.74% | 15.33% | 33.16% | 112.70% | $9.22B |
Diversified Healthcare TrustDHC | 2.0% | -1.18% | -1.83% | -10.70% | -1.57% | 70.86% | 22.37% | 241.53% | 90.51% | 161.03% | 152.31% | $1.82B |
Omega Healthcare Investors, Inc.OHI | 1.0% | 0.34% | 2.61% | -0.42% | 0.85% | 6.43% | -2.24% | 24.58% | 10.15% | 20.11% | 86.21% | $14.12B |
| Theme return | — | -0.31% | 0.18% | -2.61% | 0.24% | 21.78% | 7.39% | 53.13% | 36.20% | 61.87% | 136.20% | — |
| Average | 7.1% | -0.37% | 0.42% | -2.55% | -0.39% | 19.73% | 5.45% | 56.35% | 30.94% | 54.82% | 99.96% | $19.54B |
| Median | 5.5% | -0.55% | 0.45% | -2.94% | -0.52% | 14.87% | 3.32% | 33.80% | 27.52% | 34.75% | 78.93% | $4.32B |
| Std Dev | 5.3% | 0.94% | 2.87% | 5.03% | 2.49% | 18.37% | 16.22% | 57.11% | 23.27% | 46.79% | 81.24% | $43.05B |
| Min | 1.0% | -1.72% | -3.38% | -11.32% | -4.90% | -5.94% | -20.65% | 0.99% | -5.76% | -6.45% | 19.91% | $274.1M |
| Max | 20.0% | 1.31% | 5.63% | 7.94% | 4.68% | 70.86% | 35.42% | 241.53% | 90.51% | 161.03% | 340.39% | $169.98B |
| % Positive Tickers | 35.71% | 57.14% | 28.57% | 42.86% | 85.71% | 64.29% | 100.00% | 92.86% | 92.86% | 100.00% |
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About this theme
Oversupply Risk '26: Senior Housing tracks 14 publicly listed stocks in this theme. Sample tickers: WELL, VTR, JAN, BKD, SNDA, AHR, NHI, LTC, SIA.TO, SBRA, NHP, CTRE, and 2 more. Use the table below for the full list.