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

0.165%

12M weight contribution

+0.034 pp

3M weight contribution

+0.027 pp

12M price return

+23.8%

Share of matched S&P 500 members

Monthly observations through Apr 2024

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
Apr 2024	$57.0bn	0.165%	+0.034 pp	+23.8%	Yes
Mar 2024	$53.2bn	0.147%	+0.027 pp	+34.1%	Yes
Feb 2024	$52.4bn	0.150%	+0.022 pp	+27.9%	Yes
Jan 2024	$46.4bn	0.138%	+0.017 pp	+18.8%	No
Dec 2023	$48.3bn	0.144%	+0.032 pp	+41.8%	Yes
Nov 2023	$47.8bn	0.149%	+0.035 pp	+29.3%	Yes
Oct 2023	$44.8bn	0.152%	+0.052 pp	+41.5%	Yes
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

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.