Stocks of the real estate investment trusts that serve nursing homes have been on a downward slide since July’s announcement of a $3.87 billion cut in Medicare reimbursements.

Analysts contend that the dip is due to an over-reaction by investors who are worried that nursing home operators will be unable to pay their rent to the REITs, The Wall Street Journal reports. Sabra Health Care REIT and Omega Healthcare Investors have seen the biggest declines. Sabra’s stock has gone down 22% since the end of July, or 42% for the year. Omega’s stock dropped 8.8% since July, and 22% for the year, according to the newspaper.

Analysts say REITs that have branched into assisted living and independent living — such as Ventas and HCP Inc. — are less impacted by changes to Medicare payments.