WELL+40.42%20.0%
VTR+35.08%15.0%
JAN+30.01%12.0%
BKD+85.00%10.0%
SNDA+61.12%8.0%
AHR+41.56%7.0%
NHI+8.14%6.0%
LTC+16.62%5.0%
SIA.TO+20.75%5.0%
SBRA+21.80%4.0%
NHP+33.58%3.0%
CTRE+26.00%2.0%
DHC+200.62%2.0%
OHI+20.67%1.0%
As of Aug 6, 2026, 4:25 AM ET
Oversupply Risk '26: Senior Housing Constituents
Welltower Inc.WELL | 20.0% | 2.45% | -5.88% | 1.96% | 1.20% | 27.82% | 14.55% | 54.98% | 40.42% | $170.96B |
Ventas, Inc.VTR | 15.0% | 1.85% | -7.96% | 0.35% | -1.05% | 19.58% | 7.39% | 33.35% | 35.08% | $44.99B |
Janus Living, Inc.JAN | 12.0% | 1.94% | -2.93% | 3.78% | 0.93% | 30.01% | 30.01% | 30.01% | 30.01% | $6.47B |
Brookdale Senior Living Inc.BKD | 10.0% | 1.41% | -4.75% | -7.32% | -1.16% | 33.73% | -5.69% | 138.91% | 85.00% | $3.45B |
Sonida Senior Living, Inc.SNDA | 8.0% | 3.32% | -4.46% | -3.28% | -1.31% | 22.14% | 10.98% | 72.80% | 61.12% | $1.89B |
American Healthcare REIT, Inc.AHR | 7.0% | 1.89% | -3.38% | 3.10% | -0.18% | 17.93% | 6.24% | 83.57% | 41.56% | $11.47B |
National Health Investors, Inc.NHI | 6.0% | 0.64% | -6.83% | -1.26% | -2.10% | 0.56% | -8.65% | 7.97% | 8.14% | $3.64B |
LTC Properties, Inc.LTC | 5.0% | 0.62% | -8.20% | -0.13% | -3.78% | 16.07% | -0.42% | 18.59% | 16.62% | $1.98B |
Sienna Senior Living Inc.SIA.TO | 5.0% | 3.27% | -0.28% | -0.10% | 2.09% | 9.06% | -5.68% | 38.15% | 20.75% | $1.61B |
Sabra Health Care REIT, Inc.SBRA | 4.0% | 2.03% | -5.72% | 6.84% | -0.43% | 14.59% | 4.05% | 31.39% | 21.80% | $5.32B |
National Healthcare Properties, Inc. (NHP)NHP | 3.0% | 2.95% | 0.19% | 5.39% | 4.84% | 33.58% | 33.58% | 33.58% | 33.58% | $270.4M |
CareTrust REIT, Inc.CTRE | 2.0% | 0.73% | -4.88% | -0.60% | -1.91% | 13.77% | 1.28% | 44.10% | 26.00% | $9.72B |
Diversified Healthcare TrustDHC | 2.0% | 4.09% | -1.93% | 0.88% | 2.92% | 108.40% | 49.26% | 316.57% | 200.62% | $2.22B |
Omega Healthcare Investors, Inc.OHI | 1.0% | -0.10% | -5.86% | -0.67% | -3.83% | 9.81% | 0.87% | 28.54% | 20.67% | $14.50B |
| Theme return | — | 2.04% | -5.04% | -0.05% | 0.31% | 25.24% | 10.44% | 57.49% | 42.96% | — |
| Average | 7.1% | 1.94% | -4.49% | 0.64% | -0.27% | 25.50% | 9.84% | 66.61% | 45.81% | $19.89B |
| Median | 5.5% | 1.92% | -4.81% | 0.12% | -0.74% | 18.76% | 5.15% | 35.86% | 31.80% | $4.48B |
| Std Dev | 5.3% | 1.16% | 2.49% | 3.44% | 2.38% | 24.81% | 16.22% | 76.28% | 46.90% | $43.31B |
| Min | 1.0% | -0.10% | -8.20% | -7.32% | -3.83% | 0.56% | -8.65% | 7.97% | 8.14% | $270.4M |
| Max | 20.0% | 4.09% | 0.19% | 6.84% | 4.84% | 108.40% | 49.26% | 316.57% | 200.62% | $170.96B |
| % Positive Tickers | 92.86% | 7.14% | 50.00% | 35.71% | 100.00% | 71.43% | 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.