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 ppSingle-Family Residential REITs0.08%+0.08 ppReal Estate Services0.19%+0.08 ppData Center REITs0.32%-0.08 ppTelecom Tower REITs0.76%-0.05 ppRetail REITs0.35%+0.03 ppSelf-Storage REITs0.29%+0.03 ppHealth Care REITs0.23%-0.03 ppIndustrial REITs0.30%-0.03 ppOffice REITs0.14%-0.03 ppMulti-Family Residential REITs0.33%+0.03 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.05%+0.01 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.23%
Industry change · 12M
-0.03 pp
Health Care REITs · contribution
-0.031 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $12.4bn | 0.049% | -0.006 pp | -0.015 pp | -28.8% | No |
| Ventas → VTR | United States | $16.1bn | 0.063% | -0.017 pp | -0.011 pp | -24.6% | No |
| Welltower → WELL | United States | $29.8bn | 0.117% | -0.028 pp | -0.005 pp | -19.6% | 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.