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 REITs0.77%+0.29 ppIndustrial REITs0.39%+0.21 ppRetail REITs0.36%+0.20 ppSelf-Storage REITs0.30%+0.17 ppMulti-Family Residential REITs0.32%+0.17 ppHealth Care REITs0.26%+0.12 ppData Center REITs0.36%+0.11 ppOffice REITs0.16%+0.08 ppReal Estate Services0.11%+0.07 ppTimber REITs0.10%+0.05 ppOther Specialized REITs0.04%+0.02 ppHotel & Resort REITs0.04%+0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.26%
Industry change · 12M
+0.12 pp
Health Care REITs · contribution
+0.122 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $37.7bn | 0.127% | +0.013 pp | +0.066 pp | +47.5% | Yes |
| Ventas → VTR | United States | $21.2bn | 0.071% | +0.003 pp | +0.030 pp | +18.9% | Yes |
| Healthpeak Properties → DOC | United States | $19.1bn | 0.064% | +0.000 pp | +0.026 pp | +23.6% | 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.