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 REITs0.36%+0.08 ppTelecom Tower REITs0.80%-0.08 ppIndustrial REITs0.38%+0.06 ppSelf-Storage REITs0.28%+0.06 ppMulti-Family Residential REITs0.32%+0.05 ppReal Estate Services0.11%+0.02 ppData Center REITs0.41%-0.02 ppHealth Care REITs0.24%-0.01 ppOther Specialized REITs0.04%+0.01 ppHotel & Resort REITs0.04%-0.00 ppTimber REITs0.10%+0.00 ppOffice REITs0.16%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.24%
Industry change · 12M
-0.01 pp
Health Care REITs · contribution
-0.014 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| Ventas → VTR | United States | $18.7bn | 0.063% | -0.008 pp | -0.013 pp | +1.3% | No |
| Healthpeak Properties → DOC | United States | $17.7bn | 0.060% | -0.005 pp | -0.006 pp | +18.0% | No |
| Welltower → WELL | United States | $34.7bn | 0.117% | -0.007 pp | +0.005 pp | +30.5% | 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.