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 REITs0.78%+0.37 ppIndustrial REITs0.40%+0.25 ppRetail REITs0.39%+0.23 ppSelf-Storage REITs0.32%+0.20 ppMulti-Family Residential REITs0.33%+0.19 ppData Center REITs0.36%+0.17 ppHealth Care REITs0.29%+0.16 ppOffice REITs0.18%+0.10 ppReal Estate Services0.10%+0.05 ppTimber REITs0.10%+0.04 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
0.29%
Industry change · 12M
+0.16 pp
Health Care REITs · contribution
+0.159 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $43.0bn | 0.145% | +0.025 pp | +0.086 pp | +38.3% | Yes |
| Ventas → VTR | United States | $24.7bn | 0.083% | +0.018 pp | +0.044 pp | +19.5% | Yes |
| Healthpeak Properties → DOC | United States | $18.5bn | 0.062% | -0.000 pp | +0.029 pp | +12.0% | 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.