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 REITs0.93%+0.15 ppHealth Care REITs0.39%+0.09 ppRetail REITs0.59%+0.08 ppIndustrial REITs0.26%+0.05 ppMulti-Family Residential REITs0.41%+0.05 ppTimber REITs0.11%-0.05 ppOffice REITs0.21%+0.02 ppData Center REITs0.35%+0.02 ppSelf-Storage REITs0.29%+0.01 ppHotel & Resort REITs0.08%-0.00 ppReal Estate Services0.10%-0.00 ppOther Specialized REITs0.06%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.39%
Industry change · 12M
+0.09 pp
Health Care REITs · contribution
+0.090 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $30.0bn | 0.172% | +0.079 pp | +0.048 pp | +50.4% | Yes |
| Ventas → VTR | United States | $22.8bn | 0.131% | +0.056 pp | +0.022 pp | +36.0% | Yes |
| Healthpeak Properties → DOC | United States | $15.0bn | 0.086% | +0.039 pp | +0.019 pp | +42.4% | 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.