Observatory · observe first

Welltower

WELL · United States · Health Care REITs · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.170%
12M weight contribution
+0.074 pp
3M weight contribution
-0.022 pp
12M price return
+14.4%

Share of matched S&P 500 members

Monthly observations through Jan 2020

0.10.10.2201820192020

Company price index

A separate dimension from market allocation

92127163201820192020

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Jan 2020$34.5bn0.170%+0.074 pp+14.4%No
Dec 2019$33.2bn0.163%+0.070 pp+23.0%No
Nov 2019$34.3bn0.173%+0.083 pp+22.1%No
Oct 2019$36.8bn0.192%+0.108 pp+43.6%Yes
Sep 2019$36.7bn0.195%+0.119 pp+47.5%Yes
Aug 2019$36.3bn0.197%+0.117 pp+40.5%Yes
Jul 2019$33.7bn0.179%+0.043 pp+39.5%Yes
Jun 2019$33.0bn0.178%+0.036 pp+36.6%Yes
May 2019$32.9bn0.192%+0.061 pp+48.0%Yes
Apr 2019$30.2bn0.168%+0.046 pp+47.1%Yes
Mar 2019$30.0bn0.172%+0.048 pp+50.4%Yes
Feb 2019$28.7bn0.166%+0.049 pp+49.3%Yes
Jan 2019$29.1bn0.096%-0.031 pp+36.9%Yes
Dec 2018$26.1bn0.093%-0.033 pp+22.6%No
Nov 2018$27.2bn0.090%-0.036 pp+27.8%No
Oct 2018$24.8bn0.084%-0.043 pp+15.2%No
Sep 2018$23.9bn0.076%-0.050 pp+12.2%No
Aug 2018$24.8bn0.080%-0.047 pp+16.4%No
Jul 2018$23.3bn0.136%+0.009 pp+7.7%Yes
Jun 2018$23.3bn0.141%+0.015 pp+7.9%Yes
May 2018$21.4bn0.130%+0.003 pp-0.8%Yes
Apr 2018$19.9bn0.122%-0.005 pp-9.5%No
Mar 2018$20.2bn0.124%-0.003 pp-7.8%Yes
Feb 2018$19.5bn0.117%-0.010 pp-11.1%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.