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 REITs0.72%+0.34 ppRetail REITs0.39%+0.23 ppIndustrial REITs0.37%+0.23 ppSelf-Storage REITs0.30%+0.19 ppMulti-Family Residential REITs0.33%+0.19 ppData Center REITs0.36%+0.17 ppHealth Care REITs0.26%+0.13 ppOffice REITs0.17%+0.10 ppReal Estate Services0.11%+0.06 ppTimber REITs0.10%+0.05 ppOther Specialized REITs0.05%+0.03 ppHotel & Resort REITs0.05%+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
+0.13 pp
Health Care REITs · contribution
+0.135 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $37.3bn | 0.129% | +0.012 pp | +0.073 pp | +26.4% | Yes |
| Ventas → VTR | United States | $21.6bn | 0.075% | +0.012 pp | +0.035 pp | +5.5% | Yes |
| Healthpeak Properties → DOC | United States | $16.8bn | 0.058% | -0.002 pp | +0.027 pp | +10.6% | 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.