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 REITs0.48%-0.20 ppMulti-Family Residential REITs0.22%-0.07 ppIndustrial REITs0.35%-0.06 ppRetail REITs0.33%-0.06 ppOffice REITs0.09%-0.04 ppHotel & Resort REITs0.13%-0.03 ppReal Estate Services0.18%-0.02 ppHealth Care REITs0.22%-0.02 ppSelf-Storage REITs0.24%-0.02 ppTimber REITs0.07%-0.02 ppData Center REITs0.36%+0.01 ppSingle-Family Residential REITs0.06%-0.01 ppOther Specialized REITs0.06%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.22%
Industry change · 12M
-0.02 pp
Health Care REITs · contribution
-0.019 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2024 · 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 | $10.1bn | 0.030% | +0.001 pp | -0.020 pp | -28.7% | No |
| Welltower → WELL | United States | $46.4bn | 0.138% | -0.014 pp | +0.017 pp | +18.8% | No |
| Ventas → VTR | United States | $18.7bn | 0.055% | -0.003 pp | -0.015 pp | -6.9% | 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.