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
0.278%
12M weight contribution
+0.044 pp
3M weight contribution
+0.027 pp
12M price return
+42.5%
Share of matched S&P 500 members
Monthly observations through Aug 2026
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 |
|---|---|---|---|---|---|
| Aug 2026 | $166.8bn | 0.278% | +0.044 pp | +42.5% | Yes |
| Jul 2026 | $165.5bn | 0.289% | +0.056 pp | +44.2% | Yes |
| Jun 2026 | $160.2bn | 0.278% | +0.062 pp | +49.9% | Yes |
| May 2026 | $144.9bn | 0.251% | +0.023 pp | +35.1% | Yes |
| Apr 2026 | $153.4bn | 0.208% | -0.031 pp | +44.8% | No |
| Mar 2026 | $138.0bn | 0.201% | -0.032 pp | +31.2% | No |
| Feb 2026 | $144.5bn | 0.198% | -0.022 pp | +37.2% | No |
| Jan 2026 | $129.3bn | 0.247% | +0.058 pp | +40.4% | No |
| Dec 2025 | $127.4bn | 0.250% | +0.072 pp | +49.9% | Yes |
| Nov 2025 | $142.9bn | 0.281% | +0.091 pp | +53.3% | Yes |
| Oct 2025 | $124.3bn | 0.243% | +0.046 pp | +36.7% | Yes |
| Sep 2025 | $119.1bn | 0.239% | +0.057 pp | +41.7% | Yes |
| Aug 2025 | $112.5bn | 0.233% | +0.056 pp | +42.0% | Yes |
| Jul 2025 | $110.4bn | 0.233% | +0.111 pp | +51.3% | Yes |
| Jun 2025 | $100.5bn | 0.217% | +0.100 pp | +50.4% | No |
| May 2025 | $100.9bn | 0.229% | +0.110 pp | +51.8% | Yes |
| Apr 2025 | $99.8bn | 0.240% | +0.075 pp | +63.6% | Yes |
| Mar 2025 | $98.3bn | 0.233% | +0.086 pp | +67.5% | Yes |
| Feb 2025 | $98.4bn | 0.220% | +0.070 pp | +70.2% | Yes |
| Jan 2025 | $85.0bn | 0.189% | +0.051 pp | +61.5% | Yes |
| 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 |
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.