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 REITs0.30%+0.12 ppTelecom Tower REITs0.37%+0.08 ppData Center REITs0.29%+0.07 ppRetail REITs0.29%+0.06 ppReal Estate Services0.16%+0.06 ppMulti-Family Residential REITs0.19%+0.03 ppSelf-Storage REITs0.18%+0.02 ppHotel & Resort REITs0.10%+0.02 ppOther Specialized REITs0.07%+0.02 ppIndustrial REITs0.21%+0.02 ppOffice REITs0.05%-0.01 ppSingle-Family Residential REITs0.04%+0.00 ppTimber REITs0.04%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.30%
Industry change · 12M
+0.12 pp
Health Care REITs · contribution
+0.123 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $100.5bn | 0.217% | -0.016 pp | +0.100 pp | +50.4% | No |
| Ventas → VTR | United States | $28.5bn | 0.061% | -0.010 pp | +0.023 pp | +28.0% | No |
| Healthpeak Properties → DOC | United States | $12.2bn | 0.026% | -0.007 pp | +0.000 pp | -5.1% | 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.