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 REITs0.39%-0.45 ppMulti-Family Residential REITs0.19%-0.16 ppRetail REITs0.24%-0.15 ppSelf-Storage REITs0.17%-0.12 ppHealth Care REITs0.16%-0.12 ppData Center REITs0.25%-0.12 ppOffice REITs0.07%-0.09 ppIndustrial REITs0.28%-0.06 ppHotel & Resort REITs0.11%+0.05 ppTimber REITs0.05%-0.05 ppSingle-Family Residential REITs0.05%+0.05 ppReal Estate Services0.14%+0.04 ppOther Specialized REITs0.04%-0.02 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.16%
Industry change · 12M
-0.12 pp
Health Care REITs · contribution
-0.124 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 |
|---|---|---|---|---|---|---|---|
| Welltower → WELL | United States | $37.1bn | 0.092% | -0.036 pp | -0.054 pp | -13.5% | No |
| Ventas → VTR | United States | $17.3bn | 0.043% | -0.026 pp | -0.039 pp | -20.8% | No |
| Healthpeak Properties → DOC | United States | $10.9bn | 0.027% | -0.019 pp | -0.031 pp | -29.4% | 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.