By LevinPro HC
Ownership Structure and Facility Distribution
Oak Investment Trust II demonstrates a diversified approach to its investments within the healthcare sector, as evidenced by its CMS data from January 2025. The organization has affiliations with a total of 73 facilities, owning 50% to 100% of three facilities and a range of 5% to 50% in 70 facilities. No facilities are wholly owned.
Leading Presence in Home Health
The organization shows significant engagement in the Home Health sector, affiliating with 57 facilities across various states. Oak Investment Trust II maintains facilities in several key regions, including 15 in California, 10 in Ohio, and 9 in Pennsylvania, making a substantial impact in these states.
Competition and Regional Engagement
Despite the absence of data on other dominant players within the same sector and region, the structure of the organization’s affiliations suggests strategic positioning, focusing on regions with significant healthcare demands. This insight can be valuable for brokers and REITs evaluating market opportunities.
With its current operations, Oak Investment Trust II is a notable entity among its peers, navigating a complex ownership landscape to establish a broad yet diverse presence in the healthcare market.
