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
Industrial REITs0.43%+0.12 ppMulti-Family Residential REITs0.39%+0.11 ppRetail REITs0.40%+0.08 ppSelf-Storage REITs0.33%+0.08 ppHealth Care REITs0.29%+0.04 ppOffice REITs0.17%+0.02 ppOther Specialized REITs0.06%+0.01 ppHotel & Resort REITs0.05%+0.01 ppTimber REITs0.11%+0.01 ppData Center REITs0.39%-0.00 ppReal Estate Services0.10%-0.00 ppTelecom Tower REITs0.82%-0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.29%
Industry change · 12M
+0.04 pp
Health Care REITs · contribution
+0.035 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $40.6bn | 0.147% | +0.020 pp | +0.033 pp | +24.7% | Yes |
| Ventas → VTR | United States | $22.2bn | 0.080% | +0.009 pp | +0.005 pp | +3.4% | Yes |
| Healthpeak Properties → DOC | United States | $17.7bn | 0.064% | -0.000 pp | -0.003 pp | -1.1% | 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.