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 REITs0.35%-0.48 ppMulti-Family Residential REITs0.18%-0.16 ppRetail REITs0.24%-0.14 ppSelf-Storage REITs0.15%-0.14 ppData Center REITs0.24%-0.11 ppHealth Care REITs0.16%-0.10 ppIndustrial REITs0.25%-0.09 ppOffice REITs0.07%-0.07 ppHotel & Resort REITs0.10%-0.06 ppSingle-Family Residential REITs0.05%+0.05 ppTimber REITs0.05%-0.04 ppReal Estate Services0.13%+0.03 ppOther Specialized REITs0.04%-0.01 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.16%
Industry change · 12M
-0.10 pp
Health Care REITs · contribution
-0.102 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $40.8bn | 0.089% | -0.042 pp | -0.046 pp | -1.7% | No |
| Ventas → VTR | United States | $19.4bn | 0.042% | -0.023 pp | -0.032 pp | -6.0% | No |
| Healthpeak Properties → DOC | United States | $11.9bn | 0.026% | -0.015 pp | -0.025 pp | -17.0% | 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.