Tax-loss harvesting alternatives for HR

Among the 10 Health Care REITs peers screened, LTC (LTC Properties, Inc.) has tracked HR most closely over the past year, with a return correlation of 0.52. The strongest fund stand-in is USRT (iShares Core US REIT ETF) at 0.66 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
LTC	LTC Properties, Inc.	Health Care REITs	0.52	0.52	0.53	0.66
DOC	Healthpeak Properties	Health Care REITs	0.51	0.62	0.62	0.71
OHI	Omega Healthcare Investors	Health Care REITs	0.51	0.44	0.47	0.53
WELL	Welltower Inc.	Health Care REITs	0.50	0.49	0.52	0.62
SBRA	Sabra Health Care REIT	Health Care REITs	0.47	0.47	0.49	0.56
CTRE	CareTrust REIT	Health Care REITs	0.46	0.40	0.48	0.53
VTR	Ventas Inc.	Health Care REITs	0.44	0.50	0.53	0.60
AHR	American Healthcare REIT	Health Care REITs	0.41	0.36	—	—
NHI	National Health Investors, Inc.	Health Care REITs	0.41	0.48	0.52	0.63
MPT	Medical Properties Trust	Health Care REITs	0.34	0.38	0.42	0.55

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
USRT	iShares Core US REIT ETF	REITs	SECTOR	0.66	0.66	0.65	0.74
RWR	SPDR Dow Jones REIT ETF	REITs	SECTOR	0.66	0.66	0.65	0.74
REZ	iShares Residential & Multisector RE	Residential REITs	SUB-IND	0.65	0.67	0.67	0.77
SCHH	Schwab US REIT ETF	REITs	SECTOR	0.65	0.67	0.65	0.74
IYR	iShares US Real Estate ETF	REITs	SECTOR	0.63	0.65	0.64	0.74
VNQ	Vanguard Real Estate ETF	REITs	SECTOR	0.63	0.66	0.64	0.74
XLRE	Real Estate Select Sector SPDR	Real Estate Sector	SECTOR	0.60	0.64	0.62	0.72
INDS	Pacer Industrial Real Estate ETF	Industrial REITs	SUB-IND	0.53	0.59	0.57	0.67
SRVR	Pacer Data & Infrastructure RE	Data Center & Tower REITs	SUB-IND	0.26	0.46	0.49	0.56
IVV	iShares Core S&P 500	S&P 500	BROAD	0.08	0.25	0.33	0.45
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	0.08	0.25	0.33	0.45
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	0.08	0.25	0.33	0.45

NEXT STEPS

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Replacement research for HR's peers

LTC DOC OHI WELL SBRA CTRE VTR AHR NHI MPT

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.