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
0.178%
12M weight contribution
+0.034 pp
3M weight contribution
-0.004 pp
12M price return
+43.1%
Share of matched S&P 500 members
Monthly observations through Dec 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 |
|---|---|---|---|---|---|
| Dec 2024 | $78.5bn | 0.178% | +0.034 pp | +43.1% | Yes |
| Nov 2024 | $86.0bn | 0.190% | +0.041 pp | +58.7% | Yes |
| Oct 2024 | $84.0bn | 0.197% | +0.045 pp | +65.5% | Yes |
| Sep 2024 | $78.0bn | 0.182% | +0.040 pp | +60.3% | Yes |
| Aug 2024 | $73.5bn | 0.178% | +0.041 pp | +49.4% | Yes |
| Jul 2024 | $67.8bn | 0.121% | +0.032 pp | +39.1% | No |
| Jun 2024 | $62.3bn | 0.117% | +0.024 pp | +32.4% | No |
| May 2024 | $62.0bn | 0.118% | +0.027 pp | +42.8% | No |
| 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 |
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.