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

0.142%

12M weight contribution

+0.025 pp

3M weight contribution

+0.049 pp

12M price return

+31.5%

Share of matched S&P 500 members

Monthly observations through Sep 2023

Company price index

A separate dimension from market allocation

Historical observations

Most recent 24 observations at or before the selected month

Month	Market cap	Universe weight	12M weight change	12M return	Above 6M weight average
Sep 2023	$42.5bn	0.142%	+0.025 pp	+31.5%	Yes
Aug 2023	$43.0bn	0.137%	+0.010 pp	+11.7%	Yes
Jul 2023	$40.8bn	0.089%	-0.046 pp	-1.7%	No
Jun 2023	$40.2bn	0.093%	-0.052 pp	+1.5%	No
May 2023	$37.1bn	0.092%	-0.054 pp	-13.5%	No
Apr 2023	$38.9bn	0.131%	-0.016 pp	-9.9%	Yes
Mar 2023	$35.2bn	0.120%	-0.025 pp	-23.0%	Yes
Feb 2023	$36.4bn	0.128%	-0.001 pp	-8.1%	Yes
Jan 2023	$35.5bn	0.121%	-0.005 pp	-10.7%	Yes
Dec 2022	$31.0bn	0.112%	-0.008 pp	-21.2%	No
Nov 2022	$33.6bn	0.114%	-0.003 pp	-8.0%	No
Oct 2022	$28.3bn	0.100%	-0.013 pp	-21.8%	No
Sep 2022	$29.8bn	0.117%	-0.005 pp	-19.6%	No
Aug 2022	$35.5bn	0.127%	+0.003 pp	-9.8%	No
Jul 2022	$39.2bn	0.135%	+0.009 pp	+2.3%	No
Jun 2022	$37.4bn	0.145%	+0.023 pp	+2.0%	Yes
May 2022	$40.4bn	0.146%	+0.034 pp	+22.6%	Yes
Apr 2022	$40.6bn	0.147%	+0.033 pp	+24.7%	Yes
Mar 2022	$43.0bn	0.145%	+0.086 pp	+38.3%	Yes
Feb 2022	$37.3bn	0.129%	+0.073 pp	+26.4%	Yes
Jan 2022	$37.7bn	0.127%	+0.066 pp	+47.5%	Yes
Dec 2021	$37.3bn	0.120%	+0.010 pp	+37.0%	No
Nov 2021	$34.7bn	0.117%	+0.005 pp	+30.5%	No
Oct 2021	$34.0bn	0.113%	+0.007 pp	+54.9%	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.