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 REITs0.48%-0.47 ppRetail REITs0.16%-0.28 ppMulti-Family Residential REITs0.16%-0.24 ppHealth Care REITs0.14%-0.22 ppSelf-Storage REITs0.13%-0.13 ppData Center REITs0.25%-0.12 ppOffice REITs0.09%-0.11 ppIndustrial REITs0.18%-0.11 ppReal Estate Services0.05%-0.05 ppTimber REITs0.06%-0.05 ppHotel & Resort REITs0.02%-0.03 ppOther Specialized REITs0.02%-0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.14%
Industry change · 12M
-0.22 pp
Health Care REITs · contribution
-0.224 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $25.3bn | 0.061% | -0.046 pp | -0.109 pp | -25.2% | No |
| Ventas → VTR | United States | $17.3bn | 0.041% | -0.028 pp | -0.065 pp | -15.4% | No |
| Healthpeak Properties → DOC | United States | $16.0bn | 0.038% | -0.031 pp | -0.050 pp | -13.3% | 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.