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 REITs0.95%+0.50 ppMulti-Family Residential REITs0.44%+0.23 ppHealth Care REITs0.42%+0.22 ppData Center REITs0.39%+0.21 ppRetail REITs0.51%+0.19 ppIndustrial REITs0.29%+0.15 ppSelf-Storage REITs0.28%+0.12 ppOffice REITs0.21%+0.10 ppReal Estate Services0.09%+0.05 ppTimber REITs0.11%+0.05 ppOther Specialized REITs0.05%+0.02 ppHotel & Resort REITs0.06%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.42%
Industry change · 12M
+0.22 pp
Health Care REITs · contribution
+0.217 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $36.8bn | 0.192% | +0.013 pp | +0.108 pp | +43.6% | Yes |
| Ventas → VTR | United States | $24.3bn | 0.126% | -0.007 pp | +0.056 pp | +17.7% | No |
| Healthpeak Properties → DOC | United States | $18.6bn | 0.097% | +0.016 pp | +0.053 pp | +43.4% | 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.