Theme · live manifest · live theme JSON
TrumpPolicy PreElection Long '24: Senior Living
24 tickers · $349.58B total market cap
Group: TrumpPolicy PreElection Long
A second Trump administration favors senior living and post-acute care through deregulation, immigration crackdowns (tightening labor), and potential ACA reforms that could shift care from hospital to home or private-pay models. Operators like VTR, ENSG, and ADUS benefit from demographic tailwinds, rising acuity, and reduced regulatory overhead. REITs (OHI, CTRE, DOC) gain from occupancy normalization and stabilized rent coverage. Trump-aligned fiscal and healthcare priorities likely expand Health Savings Accounts (HSAs), incentivizing out-of-pocket senior wellness and private care spending.
TrumpPolicy PreElection Long '24: Senior Living tracks 24 publicly listed stocks in this theme. Sample tickers: ADUS, AMN, BKD, CCRN, CHE, CTRE, DHC, DOC, EHAB, ENSG, GEHC, HUM, and 12 more. Use the table below for the full list.
Thesis update: 2025-04-18
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 | 4.1667 |
Ventas, Inc.VTR | 04/27/2026 (BMO) | 04/27/2026 (BMO) | 6.20% | 4.72% | 1.30% | 0.89% | $42.95B | 4.1667 |
Humana Inc.HUM | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -1.36% | 2.93% | 28.46% | 31.34% | $37.45B | 4.1667 |
GE HealthCare Technologies Inc.GEHC | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 4.48% | -11.18% | -16.78% | 1.22% | $28.01B | 4.1667 |
Omega Healthcare Investors, Inc.OHI | 04/28/2026 (AMC) | 04/28/2026 (AMC) | 5.40% | -1.30% | 6.30% | 5.81% | $14.41B | 4.1667 |
Healthpeak Properties, Inc.DOC | 05/05/2026 (BMO) | 05/05/2026 (BMO) | -4.58% | 19.71% | -0.97% | -1.03% | $13.31B | 4.1667 |
Service Corporation InternationalSCI | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -5.63% | -6.16% | 8.45% | -3.96% | $10.76B | 4.1667 |
The Ensign Group, Inc.ENSG | 04/30/2026 (AMC) | 04/30/2026 (AMC) | 14.22% | -1.44% | -5.62% | -4.26% | $10.28B | 4.1667 |
CareTrust REIT, Inc.CTRE | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -0.32% | 5.37% | -1.27% | -0.84% | $9.74B | 4.1667 |
Chemed CorporationCHE | 04/23/2026 (AMC) | 04/23/2026 (AMC) | -12.13% | 12.85% | -6.59% | 4.50% | $5.84B | 4.1667 |
Janus Living, Inc.JAN | — | — | — | — | — | — | $4.97B | 4.1667 |
Option Care Health, Inc.OPCH | 04/30/2026 (BMO) | 04/30/2026 (BMO) | -6.90% | -25.46% | -20.03% | 4.14% | $3.28B | 4.1667 |
Brookdale Senior Living Inc.BKD | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -10.02% | -3.35% | -4.83% | -2.29% | $3.15B | 4.1667 |
Diversified Healthcare TrustDHC | 05/04/2026 (BMO) | 05/04/2026 (BMO) | -2.24% | 4.21% | 28.52% | 5.02% | $2.08B | 4.1667 |
Addus HomeCare CorporationADUS | 05/04/2026 (AMC) | 05/04/2026 (AMC) | -8.53% | -1.12% | -6.95% | -5.94% | $1.73B | 4.1667 |
Sienna Senior Living Inc.SIA.TO | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -0.62% | -1.19% | 4.01% | -6.09% | $1.61B | 4.1667 |
The Pennant Group, Inc.PNTG | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 1.87% | 13.57% | -3.50% | -2.10% | $1.22B | 4.1667 |
AMN Healthcare Services, Inc.AMN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 11.81% | 38.15% | 16.20% | -7.08% | $1.04B | 4.1667 |
InnovAge Holding Corp.INNV | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 31.98% | -0.61% | 6.56% | -11.21% | $978.4M | 4.1667 |
U.S. Physical Therapy, Inc.USPH | 05/06/2026 (BMO) | 05/06/2026 (BMO) | -4.27% | -17.76% | -9.58% | 4.42% | $936.7M | 4.1667 |
Enhabit, Inc.EHAB | 03/04/2026 (AMC) | 05/20/2026 (AMC) | 0.00% | — | 1.40% | — | $706.9M | 4.1667 |
Sonida Senior Living, Inc.SNDA | 05/11/2026 (BMO) | 05/11/2026 (BMO) | -9.55% | -3.00% | 13.86% | -2.48% | $654.8M | 4.1667 |
Cross Country Healthcare, Inc.CCRN | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 7.56% | 30.37% | 33.30% | -0.61% | $423.4M | 4.1667 |
Strawberry Fields REIT LLCSTRW | 05/08/2026 (BMO) | 05/08/2026 (BMO) | 2.76% | -1.00% | -0.61% | 1.48% | $172.3M | 4.1667 |
| Average | 1.03% | 2.69% | 3.24% | 0.62% | $14.57B | 4.1667 | ||
| Median | -0.32% | -0.81% | 1.30% | -0.72% | $3.21B | 4.1667 | ||
| Std Dev | 9.43% | 13.80% | 13.29% | 7.98% | $31.24B | 0.0% | ||
| Min | -12.13% | -25.46% | -20.03% | -11.21% | $172.3M | 4.1667 | ||
| Max | 31.98% | 38.15% | 33.30% | 31.34% | $153.89B | 4.1667 | ||
| % Positive Tickers | 43.48% | 45.45% | 52.17% | 45.45% |
* 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%.