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
Data Center REITs0.25%-0.10 ppHealth Care REITs0.38%+0.10 ppTelecom Tower REITs0.29%-0.09 ppSelf-Storage REITs0.15%-0.06 ppMulti-Family Residential REITs0.16%-0.06 ppRetail REITs0.28%-0.04 ppOffice REITs0.04%-0.03 ppOther Specialized REITs0.05%-0.03 ppTimber REITs0.03%-0.02 ppHotel & Resort REITs0.08%-0.02 ppReal Estate Services0.15%-0.02 ppSingle-Family Residential REITs0.03%-0.01 ppIndustrial REITs0.23%-0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.38%
Industry change · 12M
+0.10 pp
Health Care REITs · contribution
+0.097 pp
Company participation
67%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $142.9bn | 0.281% | +0.047 pp | +0.091 pp | +53.3% | Yes |
| Ventas → VTR | United States | $37.9bn | 0.074% | +0.010 pp | +0.015 pp | +29.6% | Yes |
| Healthpeak Properties → DOC | United States | $12.7bn | 0.025% | -0.001 pp | -0.009 pp | -11.7% | 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.