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
Industrial REITs0.21%-0.04 ppTelecom Tower REITs0.31%-0.03 ppHealth Care REITs0.19%+0.03 ppMulti-Family Residential REITs0.15%-0.03 ppData Center REITs0.22%-0.03 ppHotel & Resort REITs0.08%-0.02 ppOther Specialized REITs0.05%+0.01 ppOffice REITs0.06%-0.01 ppTimber REITs0.04%-0.01 ppReal Estate Services0.12%-0.01 ppSingle-Family Residential REITs0.04%-0.01 ppSelf-Storage REITs0.15%+0.00 ppRetail REITs0.23%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.19%
Industry change · 12M
+0.03 pp
Health Care REITs · contribution
+0.031 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $67.8bn | 0.121% | -0.044 pp | +0.032 pp | +39.1% | No |
| Ventas → VTR | United States | $22.0bn | 0.039% | -0.012 pp | -0.003 pp | +16.6% | No |
| Healthpeak Properties → DOC | United States | $15.3bn | 0.027% | -0.011 pp | +0.001 pp | +6.6% | 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.