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 REITs0.86%+0.85 ppData Center REITs0.40%+0.40 ppIndustrial REITs0.32%+0.32 ppMulti-Family Residential REITs0.31%+0.31 ppRetail REITs0.31%+0.31 ppHealth Care REITs0.27%+0.27 ppSelf-Storage REITs0.27%+0.27 ppOffice REITs0.17%+0.17 ppReal Estate Services0.11%+0.11 ppTimber REITs0.09%+0.09 ppOther Specialized REITs0.04%+0.04 ppHotel & Resort REITs0.04%+0.04 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.27%
Industry change · 12M
+0.27 pp
Health Care REITs · contribution
+0.271 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $36.7bn | 0.126% | +0.012 pp | +0.126 pp | +68.6% | Yes |
| Ventas → VTR | United States | $22.4bn | 0.077% | +0.002 pp | +0.077 pp | +61.5% | Yes |
| Healthpeak Properties → DOC | United States | $19.9bn | 0.068% | +0.001 pp | +0.068 pp | +41.7% | 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.