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
Hotel & Resort REITs0.16%+0.12 ppData Center REITs0.34%-0.07 ppRetail REITs0.37%+0.05 ppTelecom Tower REITs0.81%-0.04 ppOffice REITs0.13%-0.03 ppSelf-Storage REITs0.30%+0.03 ppMulti-Family Residential REITs0.33%+0.03 ppReal Estate Services0.09%-0.02 ppHealth Care REITs0.25%-0.01 ppOther Specialized REITs0.05%+0.01 ppIndustrial REITs0.33%-0.00 ppTimber REITs0.09%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.25%
Industry change · 12M
-0.01 pp
Health Care REITs · contribution
-0.013 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 |
|---|---|---|---|---|---|---|---|
| Healthpeak Properties → DOC | United States | $14.2bn | 0.051% | -0.007 pp | -0.014 pp | -24.2% | No |
| Welltower → WELL | United States | $35.5bn | 0.127% | -0.019 pp | +0.003 pp | -9.8% | No |
| Ventas → VTR | United States | $19.1bn | 0.068% | -0.013 pp | -0.003 pp | -11.6% | 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.