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
0.109%
12M weight contribution
-0.054 pp
3M weight contribution
+0.109 pp
12M price return
-17.2%

Share of matched S&P 500 members

Monthly observations through Dec 2020

0.00.10.2201820192020

Company price index

A separate dimension from market allocation

88125163201820192020

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Dec 2020$27.0bn0.109%-0.054 pp-17.2%Yes
Nov 2020$26.3bn0.112%-0.061 pp-22.0%Yes
Oct 2020$22.4bn0.106%-0.086 pp-37.9%Yes
Sep 2020$23.0bn0.000%-0.195 pp-36.3%No
Aug 2020$24.0bn0.000%-0.197 pp-32.7%No
Jul 2020$22.4bn0.000%-0.179 pp-32.6%No
Jun 2020$21.6bn0.000%-0.178 pp-33.6%No
May 2020$21.2bn0.000%-0.191 pp-34.7%No
Apr 2020$21.0bn0.118%-0.051 pp-28.3%Yes
Mar 2020$18.8bn0.000%-0.172 pp-38.5%No
Feb 2020$30.7bn0.000%-0.166 pp+5.0%No
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

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.