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 REITs0.32%+0.14 ppData Center REITs0.33%+0.10 ppTelecom Tower REITs0.38%+0.08 ppRetail REITs0.30%+0.07 ppMulti-Family Residential REITs0.20%+0.05 ppSelf-Storage REITs0.20%+0.04 ppReal Estate Services0.15%+0.04 ppIndustrial REITs0.23%+0.03 ppOther Specialized REITs0.07%+0.02 ppHotel & Resort REITs0.10%+0.02 ppOffice REITs0.05%-0.01 ppSingle-Family Residential REITs0.05%+0.01 ppTimber REITs0.04%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.32%
Industry change · 12M
+0.14 pp
Health Care REITs · contribution
+0.138 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $100.9bn | 0.229% | +0.008 pp | +0.110 pp | +51.8% | Yes |
| Ventas → VTR | United States | $29.0bn | 0.066% | -0.002 pp | +0.027 pp | +31.9% | Yes |
| Healthpeak Properties → DOC | United States | $12.1bn | 0.027% | -0.005 pp | +0.001 pp | -7.6% | 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.