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 REITs0.26%-0.13 ppReal Estate Services0.09%-0.07 ppMulti-Family Residential REITs0.14%-0.06 ppSelf-Storage REITs0.15%-0.05 ppRetail REITs0.27%-0.03 ppData Center REITs0.30%-0.03 ppHealth Care REITs0.35%+0.02 ppHotel & Resort REITs0.08%-0.02 ppOffice REITs0.03%-0.02 ppSingle-Family Residential REITs0.03%-0.02 ppTimber REITs0.03%-0.01 ppIndustrial REITs0.23%+0.00 ppOther Specialized REITs0.07%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.35%
Industry change · 12M
+0.02 pp
Health Care REITs · contribution
+0.023 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 2026 · 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 | $144.9bn | 0.251% | +0.053 pp | +0.023 pp | +35.1% | Yes |
| Ventas → VTR | United States | $41.0bn | 0.071% | +0.015 pp | +0.005 pp | +34.9% | Yes |
| Healthpeak Properties → DOC | United States | $13.2bn | 0.023% | +0.006 pp | -0.005 pp | +17.9% | Yes |
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.