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 ppReal Estate Services0.20%+0.09 ppTelecom Tower REITs0.69%-0.08 ppSingle-Family Residential REITs0.07%+0.07 ppSelf-Storage REITs0.26%-0.05 ppMulti-Family Residential REITs0.29%-0.03 ppOffice REITs0.14%-0.03 ppRetail REITs0.39%+0.03 ppHealth Care REITs0.24%-0.02 ppIndustrial REITs0.41%+0.02 ppData Center REITs0.35%-0.02 ppTimber REITs0.09%-0.02 ppOther Specialized REITs0.05%+0.01 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.24%
Industry change · 12M
-0.02 pp
Health Care REITs · contribution
-0.019 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2023 · 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 | $14.8bn | 0.051% | +0.005 pp | -0.014 pp | -18.9% | Yes |
| Welltower → WELL | United States | $35.5bn | 0.121% | +0.021 pp | -0.005 pp | -10.7% | Yes |
| Ventas → VTR | United States | $20.7bn | 0.071% | +0.015 pp | -0.000 pp | +1.4% | 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.