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 REITs0.60%-0.23 ppMulti-Family Residential REITs0.27%-0.12 ppHotel & Resort REITs0.15%+0.10 ppReal Estate Services0.19%+0.09 ppSelf-Storage REITs0.24%-0.08 ppOffice REITs0.10%-0.07 ppSingle-Family Residential REITs0.07%+0.07 ppData Center REITs0.32%-0.06 ppHealth Care REITs0.24%-0.05 ppRetail REITs0.35%-0.05 ppIndustrial REITs0.39%-0.04 ppTimber REITs0.07%-0.04 ppOther Specialized REITs0.05%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.24%
Industry change · 12M
-0.05 pp
Health Care REITs · contribution
-0.054 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $12.0bn | 0.041% | -0.010 pp | -0.023 pp | -30.0% | No |
| Welltower → WELL | United States | $38.9bn | 0.131% | +0.010 pp | -0.016 pp | -9.9% | Yes |
| Ventas → VTR | United States | $19.2bn | 0.065% | -0.006 pp | -0.015 pp | -9.9% | 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.