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 REITs0.39%+0.07 ppMulti-Family Residential REITs0.36%+0.07 ppSelf-Storage REITs0.30%+0.05 ppHealth Care REITs0.29%+0.03 ppTelecom Tower REITs0.85%+0.03 ppIndustrial REITs0.34%+0.03 ppData Center REITs0.37%-0.02 ppOther Specialized REITs0.06%+0.01 ppReal Estate Services0.10%-0.01 ppHotel & Resort REITs0.05%+0.01 ppTimber REITs0.11%+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
0.29%
Industry change · 12M
+0.03 pp
Health Care REITs · contribution
+0.034 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $40.4bn | 0.146% | +0.016 pp | +0.034 pp | +22.6% | Yes |
| Ventas → VTR | United States | $22.7bn | 0.082% | +0.007 pp | +0.007 pp | +5.6% | Yes |
| Healthpeak Properties → DOC | United States | $16.0bn | 0.058% | -0.000 pp | -0.007 pp | -7.8% | 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.