Oak Investment Trust Nursing Home Ownership

State	#
FL	3
IL	3
AZ	2
CT	2
NJ	2
TX	2
CA	1
CO	1
GA	1
KS	1
MD	1
MI	1
MN	1
PA	1
VA	1
WA	1
Total	24

Facilities

Avg overall rating

4.5

Weighted total nurse HPRD

5.03

Avg staffing rating

4.9

Overall CMS star rating

5★17 (74%)
4★2 (9%)
3★3 (13%)
2★1 (4%)
1★0 (0%)

Oak Investment Trust Portfolio

Facility	% Own.	HPRD	Ratings	Census	Flags
Santa Rosa Care Center Lcs Santa Rosa LLC	Since Dec. 2021Since 12/21	—	—	—	—
Acacia Health Center LCS-WESTMINSTER Partnership IV LLP 72 residents	Since Nov. 2024Since 11/24	5.52	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★★	72
Casa De Las Campanas Casa De Las Campanas, Inc. 56 residents	Since Dec. 2010Since 12/10	4.47	Ovr★★★☆☆Stf★★★★☆Ins★★★☆☆QM★★★★☆	56
Continuing Care at Wind Crest Wind Crest, Inc. 38 residents	Since Jan. 2025Since 1/25	5.42	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★☆	38
Essex Meadows Health Center Essex Meadows LLC 39 residents	Since Jan. 2025Since 1/25	4.98	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★★★	39
Avalon Health Care Center at Stoneridge Stoneridge Senior Care, LLC 35 residents	Since Jan. 2025Since 1/25	5.12	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★★	35
Oakton Place Health and Rehabilitation at the Arli Arlington of Naples LLC 38 residents	Since Dec. 2022Since 12/22	6.16	Ovr★★☆☆☆Stf★★★★★Ins★☆☆☆☆QM★★★★★	38
Chatsworth at Pga National Chatsworth at Pga National LLC 45 residents	Since Jan. 2025Since 1/25	4.45	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★☆	45
Waters Edge Health and Rehabilitation Sandhill Cove LLC 31 residents	Since Jul. 2024Since 7/24	5.29	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★★	31
Pavilion at Brandon Wilde Brandon Wilde LLC 63 residents	Since Dec. 2023Since 12/23	4.40	Ovr★★★★☆Stf★★★★☆Ins★★★★☆QM★★☆☆☆	63
Terraces at the Clare Clare Propco LLC 44 residents	Since Dec. 2021Since 12/21	5.09	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★★☆	44
Springs at Monarch Landing, the Monarch Landing Opco SL-VII LLC 90 residents	Since Dec. 2010Since 12/10	5.16	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★★	90
Radford Green Sedgebrook Opco SL-VII LLC 76 residents	Since Dec. 2010Since 12/10	5.47	Ovr★★★★★Stf★★★★★Ins★★★☆☆QM★★★★★	76
Tallgrass Creek, Inc Tallgrass Creek Inc 38 residents	Since Jan. 2025Since 1/25	5.02	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★☆	38
Chestnut Grn Hlth Ctr Blakehur The Chestnut Partnership 37 residents	Since Dec. 2021Since 12/21	4.56	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★☆☆	37
Fox Run Village Fox Run Village Inc 39 residents	Since Jan. 2025Since 1/25	5.82	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★☆☆	39
The Birches at Trillium Woods Trillium Woods LLC 38 residents	Since Jan. 2025Since 1/25	5.52	Ovr★★★★★Stf★★★★★Ins★★★★★QM★★★★☆	38
Continuing Care at Lantern Hill Lantern Hill Inc 37 residents	Since Jan. 2025Since 1/25	4.92	Ovr★★★☆☆Stf★★★★★Ins★★☆☆☆QM★★★★☆	37
The Arbor at Laurel Circle Lcs Bridgewater Operations LLC 41 residents	Since Dec. 2021Since 12/21	4.51	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★★★	41
Continuing Care at Maris Grove Maris Grove, Inc 58 residents	Since Jan. 2025Since 1/25	4.92	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★★★	58
Continuing Care at Eagles Trace Eagles Trace Inc 40 residents	Since Jan. 2025Since 1/25	4.97	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★★☆	40
Continuing Care at Highland Springs Highland Springs, Inc. 43 residents	Since Jan. 2025Since 1/25	4.21	Ovr★★★☆☆Stf★★★★★Ins★★☆☆☆QM★★★★☆	43
Ashby Ponds Inc 41 residents	Since Jan. 2025Since 1/25	4.92	Ovr★★★★☆Stf★★★★★Ins★★★☆☆QM★★★★☆	41
Briarwood at Timber Ridge Timber Ridge Opco LLC 42 residents	Since Dec. 2021Since 12/21	4.66	Ovr★★★★★Stf★★★★★Ins★★★★☆QM★★★★★	42

Santa Rosa Care CenterLcs Santa Rosa LLC
—
Acacia Health CenterLCS-WESTMINSTER Partnership IV LLP
72 res5.52 HPRD
Ovr 5Stf 5
Casa De Las CampanasCasa De Las Campanas, Inc.
56 res4.47 HPRD
Ovr 3Stf 4
Continuing Care at Wind CrestWind Crest, Inc.
38 res5.42 HPRD
Ovr 5Stf 5
Essex Meadows Health CenterEssex Meadows LLC
39 res4.98 HPRD
Ovr 5Stf 5
Avalon Health Care Center at StoneridgeStoneridge Senior Care, LLC
35 res5.12 HPRD
Ovr 5Stf 5
Oakton Place Health and Rehabilitation at the ArliArlington of Naples LLC
38 res6.16 HPRD
Ovr 2Stf 5
Chatsworth at Pga NationalChatsworth at Pga National LLC
45 res4.45 HPRD
Ovr 5Stf 5
Waters Edge Health and RehabilitationSandhill Cove LLC
31 res5.29 HPRD
Ovr 5Stf 5
Pavilion at Brandon WildeBrandon Wilde LLC
63 res4.40 HPRD
Ovr 4Stf 4
Terraces at the ClareClare Propco LLC
44 res5.09 HPRD
Ovr 5Stf 5
Springs at Monarch Landing, theMonarch Landing Opco SL-VII LLC
90 res5.16 HPRD
Ovr 5Stf 5
Radford GreenSedgebrook Opco SL-VII LLC
76 res5.47 HPRD
Ovr 5Stf 5
Tallgrass Creek, IncTallgrass Creek Inc
38 res5.02 HPRD
Ovr 5Stf 5
Chestnut Grn Hlth Ctr BlakehurThe Chestnut Partnership
37 res4.56 HPRD
Ovr 5Stf 5
Fox Run VillageFox Run Village Inc
39 res5.82 HPRD
Ovr 5Stf 5
The Birches at Trillium WoodsTrillium Woods LLC
38 res5.52 HPRD
Ovr 5Stf 5
Continuing Care at Lantern HillLantern Hill Inc
37 res4.92 HPRD
Ovr 3Stf 5
The Arbor at Laurel CircleLcs Bridgewater Operations LLC
41 res4.51 HPRD
Ovr 5Stf 5
Continuing Care at Maris GroveMaris Grove, Inc
58 res4.92 HPRD
Ovr 5Stf 5
Continuing Care at Eagles TraceEagles Trace Inc
40 res4.97 HPRD
Ovr 5Stf 5
Continuing Care at Highland SpringsHighland Springs, Inc.
43 res4.21 HPRD
Ovr 3Stf 5
Ashby Ponds Inc
41 res4.92 HPRD
Ovr 4Stf 5
Briarwood at Timber RidgeTimber Ridge Opco LLC
42 res4.66 HPRD
Ovr 5Stf 5

1 row linked by facility name only; PBJ staffing and ratings show when the legal-name match is verified.

Frequent associates · 20

Show associates

Name	Shared	Link
Oak Investment Trust II	24/24	Ownership
Redwood Holdings, LLC	16/24	Ownership
Lcs Holding Company LLC	15/24	Ownership
Life Care Companies LLC	15/24	Ownership
Mccarthy Group LLC	15/24	Ownership
Mpm Senior Living Investors LLC	15/24	Ownership
Rci Legacy Holdings LLC	15/24	Ownership
Lcs Management Holding Company, LLC	14/24	Ownership
Life Care Services Communities, LLC	14/24	Ownership
Life Care Services LLC	14/24	Ownership
John Christopher Bird	13/24	Ownership
Bridgette C Uhlemann	12/24	Ownership
Daniel L Lahey	12/24	Ownership
Gelynna Shaw	12/24	Ownership
Jason C Victor	12/24	Ownership
Mccarthy Partners, LLC	10/24	Ownership
Christian Sweetser	9/24	Ownership
Erickson Senior Living LLC	9/24	Ownership
John Hall	9/24	Ownership
Mark D Embley	9/24	Ownership

Oak Investment Trust II24/24 shared · Ownership
Redwood Holdings, LLC16/24 shared · Ownership
Lcs Holding Company LLC15/24 shared · Ownership
Life Care Companies LLC15/24 shared · Ownership
Mccarthy Group LLC15/24 shared · Ownership
Mpm Senior Living Investors LLC15/24 shared · Ownership
Rci Legacy Holdings LLC15/24 shared · Ownership
Lcs Management Holding Company, LLC14/24 shared · Ownership
Life Care Services Communities, LLC14/24 shared · Ownership
Life Care Services LLC14/24 shared · Ownership
John Christopher Bird13/24 shared · Ownership
Bridgette C Uhlemann12/24 shared · Ownership
Daniel L Lahey12/24 shared · Ownership
Gelynna Shaw12/24 shared · Ownership
Jason C Victor12/24 shared · Ownership
Mccarthy Partners, LLC10/24 shared · Ownership
Christian Sweetser9/24 shared · Ownership
Erickson Senior Living LLC9/24 shared · Ownership
John Hall9/24 shared · Ownership
Mark D Embley9/24 shared · Ownership

FEC political contributions FEC contributions Beta

Name match to Oak Investment Trust in FEC filings. Similar names may appear—confirm on FEC.gov.

Overall CMS star rating

Oak Investment Trust Portfolio

FEC political contributions FEC contributions Beta How it works

FEC political contributions FEC contributions Beta