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
Health Care REITs0.34%+0.09 ppIndustrial REITs0.23%-0.05 ppOffice REITs0.05%-0.03 ppRetail REITs0.31%-0.03 ppReal Estate Services0.16%-0.02 ppHotel & Resort REITs0.10%-0.02 ppTelecom Tower REITs0.43%+0.02 ppTimber REITs0.05%-0.02 ppSelf-Storage REITs0.20%-0.01 ppMulti-Family Residential REITs0.21%-0.01 ppData Center REITs0.33%+0.01 ppSingle-Family Residential REITs0.05%-0.01 ppOther Specialized REITs0.06%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.34%
Industry change · 12M
+0.09 pp
Health Care REITs · contribution
+0.088 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 2025 · 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 | $99.8bn | 0.240% | +0.051 pp | +0.075 pp | +63.6% | Yes |
| Ventas → VTR | United States | $30.6bn | 0.074% | +0.017 pp | +0.022 pp | +63.2% | Yes |
| Healthpeak Properties → DOC | United States | $12.4bn | 0.030% | -0.002 pp | -0.008 pp | +2.2% | 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.