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 REITs0.33%-0.20 ppIndustrial REITs0.22%-0.15 ppSelf-Storage REITs0.19%-0.07 ppHotel & Resort REITs0.10%-0.04 ppRetail REITs0.30%-0.04 ppReal Estate Services0.16%-0.03 ppOffice REITs0.07%-0.03 ppHealth Care REITs0.27%+0.03 ppTimber REITs0.05%-0.03 ppMulti-Family Residential REITs0.20%-0.03 ppSingle-Family Residential REITs0.04%-0.02 ppOther Specialized REITs0.07%+0.01 ppData Center REITs0.34%-0.01 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.27%
Industry change · 12M
+0.03 pp
Health Care REITs · contribution
+0.030 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $78.5bn | 0.178% | -0.004 pp | +0.034 pp | +43.1% | Yes |
| Ventas → VTR | United States | $24.7bn | 0.056% | -0.006 pp | -0.004 pp | +22.2% | No |
| Healthpeak Properties → DOC | United States | $14.2bn | 0.032% | -0.005 pp | -0.000 pp | +8.8% | 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.