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 REITs0.45%-0.17 ppIndustrial REITs0.33%-0.06 ppMulti-Family Residential REITs0.22%-0.05 ppSelf-Storage REITs0.23%-0.03 ppHotel & Resort REITs0.13%-0.03 ppReal Estate Services0.19%+0.02 ppData Center REITs0.34%+0.02 ppOther Specialized REITs0.07%+0.01 ppOffice REITs0.09%-0.01 ppRetail REITs0.34%-0.01 ppSingle-Family Residential REITs0.06%-0.00 ppHealth Care REITs0.22%+0.00 ppTimber REITs0.07%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.22%
Industry change · 12M
+0.00 pp
Health Care REITs · contribution
+0.004 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Welltower → WELL | United States | $53.2bn | 0.147% | +0.003 pp | +0.027 pp | +34.1% | Yes |
| Healthpeak Properties → DOC | United States | $10.3bn | 0.028% | -0.004 pp | -0.013 pp | -9.1% | No |
| Ventas → VTR | United States | $17.5bn | 0.049% | -0.011 pp | -0.011 pp | +4.5% | 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.