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
0.122%
12M weight contribution
+0.122 pp
3M weight contribution
-0.000 pp
12M price return
+55.0%

Share of matched S&P 500 members

Monthly observations through Sep 2021

0.00.10.22018201920202021

Company price index

A separate dimension from market allocation

881291702018201920202021

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Sep 2021$34.8bn0.122%+0.122 pp+55.0%Yes
Aug 2021$37.0bn0.124%+0.124 pp+57.7%Yes
Jul 2021$36.7bn0.126%+0.126 pp+68.6%Yes
Jun 2021$34.7bn0.122%+0.122 pp+67.0%Yes
May 2021$31.2bn0.112%+0.112 pp+53.4%Yes
Apr 2021$31.3bn0.114%-0.004 pp+53.3%Yes
Mar 2021$29.9bn0.058%+0.058 pp+63.8%No
Feb 2021$28.3bn0.057%+0.057 pp-5.0%No
Jan 2021$25.3bn0.061%-0.109 pp-25.2%No
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

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.