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 REITs0.67%-0.13 ppHotel & Resort REITs0.16%+0.12 ppReal Estate Services0.20%+0.09 ppData Center REITs0.33%-0.08 ppSingle-Family Residential REITs0.07%+0.07 ppMulti-Family Residential REITs0.29%-0.04 ppOffice REITs0.12%-0.04 ppSelf-Storage REITs0.25%-0.03 ppHealth Care REITs0.22%-0.02 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.05%+0.01 ppRetail REITs0.37%+0.01 ppIndustrial REITs0.37%-0.01 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.22%
Industry change · 12M
-0.02 pp
Health Care REITs · contribution
-0.015 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $14.1bn | 0.048% | -0.003 pp | -0.012 pp | -16.6% | No |
| Welltower → WELL | United States | $33.6bn | 0.114% | -0.013 pp | -0.003 pp | -8.0% | No |
| Ventas → VTR | United States | $18.6bn | 0.063% | -0.005 pp | -0.000 pp | +2.8% | 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.