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 ppTelecom Tower REITs0.62%-0.10 ppReal Estate Services0.19%+0.08 ppSingle-Family Residential REITs0.07%+0.07 ppOffice REITs0.13%-0.04 ppSelf-Storage REITs0.26%-0.04 ppMulti-Family Residential REITs0.29%-0.03 ppIndustrial REITs0.40%+0.03 ppData Center REITs0.33%-0.03 ppTimber REITs0.08%-0.02 ppHealth Care REITs0.24%-0.02 ppRetail REITs0.38%-0.01 ppOther Specialized REITs0.05%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.24%
Industry change · 12M
-0.02 pp
Health Care REITs · contribution
-0.020 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $13.2bn | 0.046% | -0.002 pp | -0.012 pp | -19.0% | No |
| Ventas → VTR | United States | $19.5bn | 0.068% | +0.005 pp | -0.006 pp | -6.5% | Yes |
| Welltower → WELL | United States | $36.4bn | 0.128% | +0.014 pp | -0.001 pp | -8.1% | 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.