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 REITs0.85%+0.11 ppHealth Care REITs0.38%+0.10 ppRetail REITs0.58%+0.09 ppMulti-Family Residential REITs0.40%+0.08 ppIndustrial REITs0.26%+0.06 ppTimber REITs0.11%-0.05 ppData Center REITs0.33%+0.02 ppOffice REITs0.21%+0.02 ppSelf-Storage REITs0.28%+0.02 ppOther Specialized REITs0.06%+0.01 ppReal Estate Services0.10%+0.00 ppHotel & Resort REITs0.08%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.38%
Industry change · 12M
+0.10 pp
Health Care REITs · contribution
+0.100 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2019 · 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 | $28.7bn | 0.166% | +0.076 pp | +0.049 pp | +49.3% | Yes |
| Ventas → VTR | United States | $22.4bn | 0.130% | +0.055 pp | +0.027 pp | +37.6% | Yes |
| Healthpeak Properties → DOC | United States | $14.7bn | 0.085% | +0.040 pp | +0.024 pp | +50.3% | 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.