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 REITs0.27%-0.20 ppMulti-Family Residential REITs0.26%-0.13 ppTelecom Tower REITs0.81%-0.11 ppHealth Care REITs0.25%-0.10 ppData Center REITs0.42%+0.05 ppOffice REITs0.16%-0.04 ppSelf-Storage REITs0.22%-0.03 ppHotel & Resort REITs0.04%-0.02 ppIndustrial REITs0.30%+0.02 ppReal Estate Services0.09%-0.02 ppOther Specialized REITs0.03%-0.01 ppTimber REITs0.10%-0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.25%
Industry change · 12M
-0.10 pp
Health Care REITs · contribution
-0.103 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $27.0bn | 0.109% | +0.109 pp | -0.054 pp | -17.2% | Yes |
| Ventas → VTR | United States | $18.4bn | 0.074% | +0.074 pp | -0.031 pp | -9.8% | Yes |
| Healthpeak Properties → DOC | United States | $16.3bn | 0.066% | +0.066 pp | -0.018 pp | -7.7% | 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.