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%+0.13 ppData Center REITs0.29%+0.07 ppReal Estate Services0.18%+0.06 ppRetail REITs0.28%+0.05 ppTelecom Tower REITs0.35%+0.04 ppMulti-Family Residential REITs0.17%+0.02 ppHotel & Resort REITs0.10%+0.02 ppSelf-Storage REITs0.16%+0.01 ppOffice REITs0.05%-0.01 ppOther Specialized REITs0.06%+0.01 ppTimber REITs0.04%-0.00 ppSingle-Family Residential REITs0.04%+0.00 ppIndustrial REITs0.21%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.32%
Industry change · 12M
+0.13 pp
Health Care REITs · contribution
+0.134 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $110.4bn | 0.233% | -0.007 pp | +0.111 pp | +51.3% | Yes |
| Ventas → VTR | United States | $30.5bn | 0.064% | -0.009 pp | +0.025 pp | +27.1% | No |
| Healthpeak Properties → DOC | United States | $11.8bn | 0.025% | -0.005 pp | -0.003 pp | -17.1% | 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.