Observatory · observe first
Follow the allocation change
Matched S&P 500 members → sector → industry → sub-industry → company. Each step uses the same percentage points.
Historical time machine
Historical observation
20182026
1 · Sector
Weight and 12M allocation change
2 · Industry
Inside Real Estate
Telecom Tower REITs0.79%+0.05 ppSelf-Storage REITs0.28%+0.03 ppMulti-Family Residential REITs0.36%+0.02 ppRetail REITs0.51%+0.01 ppOffice REITs0.19%+0.01 ppReal Estate Services0.10%+0.01 ppIndustrial REITs0.21%+0.01 ppHealth Care REITs0.30%-0.01 ppOther Specialized REITs0.06%+0.00 ppHotel & Resort REITs0.08%-0.00 ppData Center REITs0.34%+0.00 ppTimber REITs0.16%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.30%
Industry change · 12M
-0.01 pp
Health Care REITs · contribution
-0.006 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 2018 · sorted by absolute contribution to 12-month change
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Ventas → VTR | United States | $17.6bn | 0.108% | -0.005 pp | -0.005 pp | -10.1% | No |
| Welltower → WELL | United States | $20.2bn | 0.124% | -0.003 pp | -0.003 pp | -7.8% | Yes |
| Healthpeak Properties → DOC | United States | $10.9bn | 0.067% | +0.002 pp | +0.002 pp | -1.9% | Yes |
Company contributions use weights among matched S&P 500 members and add through each level without rescaling. Companies without matched shares and prices are omitted. These observations do not establish official index weights or actual fund flows.