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 REITs0.53%-0.15 ppMulti-Family Residential REITs0.23%-0.05 ppRetail REITs0.35%-0.03 ppOffice REITs0.10%-0.03 ppData Center REITs0.35%+0.02 ppHotel & Resort REITs0.14%-0.01 ppSelf-Storage REITs0.26%+0.01 ppHealth Care REITs0.24%+0.01 ppReal Estate Services0.19%-0.01 ppOther Specialized REITs0.06%+0.01 ppIndustrial REITs0.37%-0.01 ppTimber REITs0.08%-0.01 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
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $48.3bn | 0.144% | +0.002 pp | +0.032 pp | +41.8% | Yes |
| Healthpeak Properties → DOC | United States | $10.8bn | 0.032% | -0.001 pp | -0.016 pp | -16.4% | Yes |
| Ventas → VTR | United States | $20.1bn | 0.060% | +0.003 pp | -0.005 pp | +15.1% | 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.