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 REITs0.42%-0.32 ppRetail REITs0.31%-0.19 ppData Center REITs0.19%-0.14 ppMulti-Family Residential REITs0.21%-0.13 ppHealth Care REITs0.19%-0.11 ppSelf-Storage REITs0.16%-0.10 ppIndustrial REITs0.12%-0.08 ppTimber REITs0.08%-0.08 ppOffice REITs0.11%-0.07 ppHotel & Resort REITs0.05%-0.04 ppReal Estate Services0.05%-0.03 ppOther Specialized REITs0.03%-0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.19%
Industry change · 12M
-0.11 pp
Health Care REITs · contribution
-0.115 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Welltower → WELL | United States | $24.8bn | 0.080% | -0.050 pp | -0.047 pp | +16.4% | No |
| Ventas → VTR | United States | $21.3bn | 0.069% | -0.049 pp | -0.045 pp | +10.2% | No |
| Healthpeak Properties → DOC | United States | $12.7bn | 0.041% | -0.027 pp | -0.023 pp | +17.6% | No |
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.