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 REITs0.31%-0.13 ppSelf-Storage REITs0.16%-0.08 ppIndustrial REITs0.21%-0.06 ppMulti-Family Residential REITs0.16%-0.05 ppHealth Care REITs0.33%+0.05 ppData Center REITs0.27%-0.05 ppRetail REITs0.29%-0.04 ppOffice REITs0.05%-0.03 ppTimber REITs0.04%-0.02 ppOther Specialized REITs0.06%-0.02 ppHotel & Resort REITs0.09%-0.02 ppSingle-Family Residential REITs0.04%-0.01 ppReal Estate Services0.17%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.33%
Industry change · 12M
+0.05 pp
Health Care REITs · contribution
+0.048 pp
Company participation
33%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $119.1bn | 0.239% | +0.022 pp | +0.057 pp | +41.7% | Yes |
| Healthpeak Properties → DOC | United States | $13.3bn | 0.027% | +0.000 pp | -0.011 pp | -10.8% | No |
| Ventas → VTR | United States | $31.8bn | 0.064% | +0.002 pp | +0.002 pp | +13.2% | 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.