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
Retail REITs0.25%-0.26 ppMulti-Family Residential REITs0.25%-0.19 ppHealth Care REITs0.24%-0.17 ppData Center REITs0.49%+0.10 ppIndustrial REITs0.35%+0.06 ppOffice REITs0.15%-0.06 ppHotel & Resort REITs0.03%-0.03 ppSelf-Storage REITs0.26%-0.02 ppTimber REITs0.10%-0.02 ppReal Estate Services0.08%-0.01 ppOther Specialized REITs0.04%-0.01 ppTelecom Tower REITs0.96%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.24%
Industry change · 12M
-0.17 pp
Health Care REITs · contribution
-0.171 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 2020 · 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 | $22.4bn | 0.106% | +0.106 pp | -0.086 pp | -37.9% | Yes |
| Ventas → VTR | United States | $14.7bn | 0.070% | +0.070 pp | -0.057 pp | -35.3% | Yes |
| Healthpeak Properties → DOC | United States | $14.5bn | 0.069% | +0.069 pp | -0.028 pp | -24.8% | 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.