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 REITs0.27%-0.07 ppHealth Care REITs0.28%+0.05 ppData Center REITs0.32%-0.03 ppTelecom Tower REITs0.43%-0.03 ppHotel & Resort REITs0.11%-0.03 ppMulti-Family Residential REITs0.22%-0.02 ppOther Specialized REITs0.08%+0.02 ppReal Estate Services0.16%-0.02 ppTimber REITs0.06%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppRetail REITs0.33%+0.01 ppOffice REITs0.08%-0.01 ppSelf-Storage REITs0.24%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.28%
Industry change · 12M
+0.05 pp
Health Care REITs · contribution
+0.048 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $78.0bn | 0.182% | +0.065 pp | +0.040 pp | +60.3% | Yes |
| Ventas → VTR | United States | $26.5bn | 0.062% | +0.023 pp | +0.005 pp | +56.6% | Yes |
| Healthpeak Properties → DOC | United States | $16.0bn | 0.037% | +0.011 pp | +0.004 pp | +32.9% | 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.