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 REITs0.22%-0.11 ppReal Estate Services0.09%-0.09 ppHealth Care REITs0.38%+0.06 ppMulti-Family Residential REITs0.13%-0.04 ppRetail REITs0.26%-0.03 ppSelf-Storage REITs0.14%-0.03 ppHotel & Resort REITs0.07%-0.03 ppOffice REITs0.03%-0.02 ppSingle-Family Residential REITs0.03%-0.01 ppTimber REITs0.03%-0.01 ppData Center REITs0.28%+0.00 ppIndustrial REITs0.22%-0.00 ppOther Specialized REITs0.06%+0.00 pp
3 · Sub-industry
Inside Health Care REITs
Health Care REITs · weight
0.38%
Industry change · 12M
+0.06 pp
Health Care REITs · contribution
+0.056 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $166.8bn | 0.278% | +0.027 pp | +0.044 pp | +42.5% | Yes |
| Ventas → VTR | United States | $46.8bn | 0.078% | +0.007 pp | +0.014 pp | +37.3% | Yes |
| Healthpeak Properties → DOC | United States | $14.4bn | 0.024% | +0.001 pp | -0.002 pp | +24.1% | 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.