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 REITs0.41%-0.33 ppRetail REITs0.30%-0.20 ppData Center REITs0.18%-0.15 ppMulti-Family Residential REITs0.20%-0.13 ppHealth Care REITs0.18%-0.13 ppSelf-Storage REITs0.15%-0.11 ppTimber REITs0.08%-0.08 ppIndustrial REITs0.12%-0.08 ppOffice REITs0.10%-0.08 ppReal Estate Services0.05%-0.04 ppHotel & Resort REITs0.05%-0.04 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
0.18%
Industry change · 12M
-0.13 pp
Health Care REITs · contribution
-0.127 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $19.4bn | 0.062% | -0.061 pp | -0.052 pp | +1.6% | No |
| Welltower → WELL | United States | $23.9bn | 0.076% | -0.065 pp | -0.050 pp | +12.2% | No |
| Healthpeak Properties → DOC | United States | $12.4bn | 0.039% | -0.034 pp | -0.025 pp | +14.5% | 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.