6 names are moving together; 100% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| OHI | Omega Healthcare Investors, Inc | Real Estate | -3.3% | 9/18 observed active sessions |
| WELL | Welltower Inc. | Real Estate | -0.7% | 10/18 observed active sessions |
| AHR | American Healthcare REIT, Inc. | Real Estate | -0.8% | 7/18 observed active sessions |
| CTRE | CareTrust REIT, Inc. | Real Estate | -1.7% | 6/18 observed active sessions |
| VTR | Ventas, Inc. | Real Estate | -2.9% | 7/18 observed active sessions |
| SBRA | Sabra Health Care REIT, Inc. | Real Estate | -2.7% | 8/18 observed active sessions |
Cohort
6 namesParticipation
100% this sessionObserved history
35 daily buildsFiling coverage
6/6 memberscredit / rates affecting interest expense
“The net increase of $19.0 million in cash provided by operating activities for the three months ended March 31, 2026 compared to the three months ended March 31, 2025 is primarily due to an increase in rental income received, partially offset by an increase in cash paid for interest expense and general and administrative expense.”
CTRE 10-Q
credit / rates
“Although we are subject to restrictions on our ability to incur indebtedness, we expect that we will be able to refinance existing indebtedness or incur additional indebtedness for acquisitions or other purposes, if needed.”
CTRE 10-Q
restructuring
“The $11.7 million, or 43%, increase in depreciation and amortization was primarily due to an increase of $14.6 million related to acquisitions and capital improvements made after December 31, 2023, partially offset by a decrease of $1.9 million due to classifying assets as held for sale after December 31, 2023, a decrease of $0.9 million due to assets becoming fully depreciated after December 31, 2023 and a decrease of $0.1 million due to the impairment of assets after December 31, 2023.”
CTRE 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
WELLpartner · Not moving with the group now
Filing receipt · BKD / WELL
“In September 2024, we entered into a definitive agreement to acquire five senior living communities (686 units) that were leased by us from Welltower Inc.”
WELL · partner
VTRdistributor · Current intraday read unavailable
Filing receipt · ARDT / VTR
“Rents and leases, related party — Rents and leases, related party, consisted of lease expense related to the Ventas Master Lease and other lease agreements with Ventas f…”
VTR · distributor
CTREpartner · Not moving with the group now
Filing receipt · ENSG / CTRE
“Operating Leases As of March 31, 2026, 254 of our facilities have long-term lease arrangements, of which 104 of the operations are under eight triple-net Master Leases w…”
CTRE · partner
CTREtext peer · Current intraday read unavailable
No filing excerpt is available for this relationship.
VTRtext peer · Not moving with the group now
No filing excerpt is available for this relationship.