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 REITs0.55%-0.12 ppMulti-Family Residential REITs0.22%-0.07 ppData Center REITs0.37%+0.04 ppIndustrial REITs0.33%-0.04 ppOffice REITs0.09%-0.04 ppRetail REITs0.33%-0.04 ppSelf-Storage REITs0.23%-0.02 ppHotel & Resort REITs0.13%-0.02 ppReal Estate Services0.18%-0.02 ppHealth Care REITs0.24%+0.01 ppTimber REITs0.07%-0.01 ppOther Specialized REITs0.06%+0.00 ppSingle-Family Residential REITs0.06%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.24%
Industry change · 12M
+0.01 pp
Health Care REITs · contribution
+0.011 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $47.8bn | 0.149% | +0.012 pp | +0.035 pp | +29.3% | Yes |
| Healthpeak Properties → DOC | United States | $9.5bn | 0.030% | -0.006 pp | -0.018 pp | -30.2% | No |
| Ventas → VTR | United States | $18.4bn | 0.058% | +0.001 pp | -0.006 pp | +2.6% | 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.