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 REITs0.89%+0.43 ppMulti-Family Residential REITs0.41%+0.19 ppData Center REITs0.37%+0.19 ppRetail REITs0.49%+0.16 ppHealth Care REITs0.37%+0.16 ppIndustrial REITs0.29%+0.15 ppSelf-Storage REITs0.25%+0.09 ppOffice REITs0.20%+0.09 ppReal Estate Services0.10%+0.05 ppTimber REITs0.11%+0.05 ppHotel & Resort REITs0.06%+0.02 ppOther Specialized REITs0.05%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.37%
Industry change · 12M
+0.16 pp
Health Care REITs · contribution
+0.158 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $34.3bn | 0.173% | -0.024 pp | +0.083 pp | +22.1% | No |
| Healthpeak Properties → DOC | United States | $17.3bn | 0.087% | -0.006 pp | +0.041 pp | +24.8% | No |
| Ventas → VTR | United States | $21.7bn | 0.109% | -0.039 pp | +0.034 pp | -3.6% | 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.