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
0.117%
12M weight contribution
-0.005 pp
3M weight contribution
-0.028 pp
12M price return
-19.6%

Share of matched S&P 500 members

Monthly observations through Sep 2022

0.00.10.220182019202020212022

Company price index

A separate dimension from market allocation

8913918920182019202020212022

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Sep 2022$29.8bn0.117%-0.005 pp-19.6%No
Aug 2022$35.5bn0.127%+0.003 pp-9.8%No
Jul 2022$39.2bn0.135%+0.009 pp+2.3%No
Jun 2022$37.4bn0.145%+0.023 pp+2.0%Yes
May 2022$40.4bn0.146%+0.034 pp+22.6%Yes
Apr 2022$40.6bn0.147%+0.033 pp+24.7%Yes
Mar 2022$43.0bn0.145%+0.086 pp+38.3%Yes
Feb 2022$37.3bn0.129%+0.073 pp+26.4%Yes
Jan 2022$37.7bn0.127%+0.066 pp+47.5%Yes
Dec 2021$37.3bn0.120%+0.010 pp+37.0%No
Nov 2021$34.7bn0.117%+0.005 pp+30.5%No
Oct 2021$34.0bn0.113%+0.007 pp+54.9%No
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

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.