Health Care REITs
Health Care REITs is losing market weight. Gained weight for 1 consecutive month.
Most of this industry's losses came from a few companies.
Where did the weight change come from?
12-month contribution in universe percentage points · contributions add to the industry change
The three largest same-direction contributors explain 100% of gross losses. Opposing contributions can make an individual company’s change larger than the industry’s net change.
How has it moved through history?
Share of matched S&P 500 members
Apr 2021 – Mar 2026 · market weight (%)
Relative performance
Industry return versus ACWI · no future data shown
Is participation broad or concentrated?
Actual constituent counts at this date, not the legacy synthetic breadth proxy
This is size concentration, not contribution to the 12-month change. The attribution above measures the latter.
Evidence can disagree
Independent dimensions · no combined score or bullish/bearish verdict
Other evidence and availability
Valuation data: unavailable; shown as zero placeholder.
Attention data: unavailable; shown as zero placeholder.
Actual fund flows: unavailable. No ETF, mutual-fund or institutional flow feed is connected.
Volume / turnover: unavailable in this dataset.
Follow the contribution to individual companies
Sorted by absolute 12-month weight contribution, not investment merit
| Company | Sub-industry | Country | Universe weight | 12M contribution | 12M price return | Revisions |
|---|---|---|---|---|---|---|
| Welltower → WELL | Health Care REITs | United States | 0.201% | -0.032 pp | +31.2% | 0.0 |
| Healthpeak Properties → DOC | Health Care REITs | United States | 0.017% | -0.017 pp | -12.9% | 0.0 |
| Ventas → VTR | Health Care REITs | United States | 0.057% | -0.015 pp | +22.2% | 0.0 |
Underlying monthly industry observations
| Month | Weight | 1M change | 3M change | 6M change | 12M change | Relative return · 12M |
|---|---|---|---|---|---|---|
| Mar 2026 | 0.274% | +0.003 pp | -0.069 pp | -0.055 pp | -0.064 pp | +3.6% |
| Feb 2026 | 0.271% | -0.069 pp | -0.109 pp | -0.052 pp | -0.048 pp | +5.6% |
| Jan 2026 | 0.340% | -0.003 pp | +0.004 pp | +0.018 pp | +0.063 pp | +9.1% |
| Dec 2025 | 0.343% | -0.037 pp | +0.014 pp | +0.038 pp | +0.076 pp | +13.8% |
| Nov 2025 | 0.380% | +0.044 pp | +0.057 pp | +0.058 pp | +0.097 pp | +19.3% |
| Oct 2025 | 0.336% | +0.007 pp | +0.014 pp | -0.007 pp | +0.037 pp | +2.7% |
| Sep 2025 | 0.329% | +0.006 pp | +0.024 pp | -0.009 pp | +0.048 pp | +9.5% |
| Aug 2025 | 0.323% | +0.001 pp | +0.002 pp | +0.004 pp | +0.046 pp | +10.5% |
| Jul 2025 | 0.322% | +0.018 pp | -0.021 pp | +0.045 pp | +0.134 pp | +18.0% |
| Jun 2025 | 0.304% | -0.017 pp | -0.034 pp | +0.038 pp | +0.123 pp | +18.8% |
| May 2025 | 0.322% | -0.021 pp | +0.002 pp | +0.039 pp | +0.138 pp | +23.1% |
| Apr 2025 | 0.343% | +0.005 pp | +0.065 pp | +0.044 pp | +0.088 pp | +38.2% |
| Mar 2025 | 0.338% | +0.018 pp | +0.072 pp | +0.058 pp | +0.114 pp | +47.8% |
| Feb 2025 | 0.320% | +0.042 pp | +0.037 pp | +0.043 pp | +0.095 pp | +42.6% |
| Jan 2025 | 0.277% | +0.011 pp | -0.021 pp | +0.089 pp | +0.054 pp | +23.1% |
| Dec 2024 | 0.266% | -0.017 pp | -0.014 pp | +0.085 pp | +0.030 pp | +13.0% |
| Nov 2024 | 0.283% | -0.016 pp | +0.006 pp | +0.099 pp | +0.047 pp | +20.1% |
| Oct 2024 | 0.299% | +0.018 pp | +0.111 pp | +0.044 pp | +0.059 pp | +22.5% |
| Sep 2024 | 0.280% | +0.003 pp | +0.099 pp | +0.056 pp | +0.048 pp | +17.6% |
| Aug 2024 | 0.277% | +0.089 pp | +0.093 pp | +0.052 pp | +0.048 pp | +16.0% |
| Jul 2024 | 0.188% | +0.007 pp | -0.066 pp | -0.035 pp | +0.031 pp | +9.2% |
| Jun 2024 | 0.182% | -0.003 pp | -0.043 pp | -0.055 pp | +0.019 pp | +2.6% |
| May 2024 | 0.184% | -0.070 pp | -0.041 pp | -0.052 pp | +0.023 pp | +6.0% |
| Apr 2024 | 0.255% | +0.030 pp | +0.031 pp | +0.015 pp | +0.018 pp | -5.4% |
| Mar 2024 | 0.224% | -0.001 pp | -0.012 pp | -0.008 pp | +0.004 pp | -4.0% |
| Feb 2024 | 0.225% | +0.002 pp | -0.011 pp | -0.004 pp | -0.017 pp | -12.8% |
| Jan 2024 | 0.223% | -0.013 pp | -0.016 pp | +0.066 pp | -0.019 pp | -10.9% |
| Dec 2023 | 0.236% | +0.000 pp | +0.004 pp | +0.074 pp | +0.011 pp | -0.5% |
| Nov 2023 | 0.236% | -0.003 pp | +0.007 pp | +0.075 pp | +0.011 pp | -1.5% |
| Oct 2023 | 0.239% | +0.007 pp | +0.082 pp | +0.003 pp | +0.038 pp | +6.7% |
| Sep 2023 | 0.232% | +0.003 pp | +0.070 pp | +0.012 pp | +0.003 pp | -4.0% |
| Aug 2023 | 0.229% | +0.072 pp | +0.068 pp | -0.014 pp | -0.017 pp | -11.3% |
| Jul 2023 | 0.157% | -0.005 pp | -0.079 pp | -0.085 pp | -0.102 pp | -16.3% |
| Jun 2023 | 0.162% | +0.001 pp | -0.058 pp | -0.063 pp | -0.118 pp | -17.3% |
| May 2023 | 0.161% | -0.076 pp | -0.081 pp | -0.064 pp | -0.124 pp | -19.5% |
| Apr 2023 | 0.237% | +0.017 pp | -0.006 pp | +0.035 pp | -0.054 pp | -16.4% |
| Mar 2023 | 0.220% | -0.022 pp | -0.005 pp | -0.009 pp | -0.070 pp | -20.5% |
| Feb 2023 | 0.242% | -0.000 pp | +0.018 pp | -0.004 pp | -0.020 pp | -1.9% |
| Jan 2023 | 0.243% | +0.017 pp | +0.041 pp | -0.017 pp | -0.019 pp | -1.6% |
| Dec 2022 | 0.225% | +0.000 pp | -0.003 pp | -0.054 pp | -0.022 pp | -1.4% |
| Nov 2022 | 0.225% | +0.024 pp | -0.021 pp | -0.060 pp | -0.015 pp | +4.2% |
| Oct 2022 | 0.201% | -0.028 pp | -0.058 pp | -0.090 pp | -0.044 pp | -6.1% |
| Sep 2022 | 0.229% | -0.017 pp | -0.051 pp | -0.061 pp | -0.031 pp | -3.3% |
| Aug 2022 | 0.246% | -0.014 pp | -0.039 pp | -0.016 pp | -0.013 pp | +2.7% |
| Jul 2022 | 0.260% | -0.020 pp | -0.031 pp | -0.002 pp | -0.011 pp | +4.4% |
| Jun 2022 | 0.280% | -0.005 pp | -0.010 pp | +0.032 pp | +0.018 pp | +11.9% |
| May 2022 | 0.285% | -0.006 pp | +0.023 pp | +0.045 pp | +0.034 pp | +18.2% |
| Apr 2022 | 0.291% | +0.001 pp | +0.029 pp | +0.046 pp | +0.035 pp | +18.9% |
| Mar 2022 | 0.290% | +0.028 pp | +0.043 pp | +0.031 pp | +0.159 pp | +18.3% |
| Feb 2022 | 0.262% | +0.000 pp | +0.022 pp | +0.002 pp | +0.135 pp | +7.9% |
| Jan 2022 | 0.262% | +0.015 pp | +0.017 pp | -0.009 pp | +0.122 pp | +16.7% |
| Dec 2021 | 0.247% | +0.007 pp | -0.012 pp | -0.014 pp | -0.002 pp | +5.1% |
| Nov 2021 | 0.240% | -0.005 pp | -0.019 pp | -0.011 pp | -0.014 pp | -0.9% |
| Oct 2021 | 0.245% | -0.014 pp | -0.026 pp | -0.011 pp | +0.001 pp | +6.4% |
| Sep 2021 | 0.259% | -0.000 pp | -0.002 pp | +0.128 pp | +0.259 pp | +12.0% |
| Aug 2021 | 0.260% | -0.011 pp | +0.009 pp | +0.132 pp | +0.259 pp | +14.2% |
| Jul 2021 | 0.271% | +0.010 pp | +0.015 pp | +0.131 pp | +0.271 pp | +19.1% |
| Jun 2021 | 0.261% | +0.011 pp | +0.130 pp | +0.012 pp | +0.261 pp | +10.2% |
| May 2021 | 0.251% | -0.005 pp | +0.123 pp | -0.003 pp | +0.251 pp | +8.3% |
| Apr 2021 | 0.256% | +0.125 pp | +0.116 pp | +0.011 pp | -0.003 pp | +6.0% |
How are these descriptive states defined?
Gaining / losing: 12-month weight change above +0.005pp / below −0.005pp. Direction and speed are separate dimensions, not mutually exclusive recommendations.
Accelerating / slowing: compare the most recent 3M change with the preceding 3M change. Accelerating means a positive change speeds up by >0.02pp. Slowing means the magnitude of movement declines by >0.02pp. A falling industry can also slow.
Reversing: the last two 3M changes have opposite signs, outside a ±0.005pp tolerance. Persistence counts consecutive same-direction monthly changes.
Broad / concentrated: company attribution, not a market-cap concentration shortcut. Concentrated means the three largest same-direction contributors account for ≥70% of gross same-direction changes; otherwise broad requires ≥60% of constituents moving with the industry. Other cases are mixed.
Weights use matched S&P 500 members’ market-cap estimates, based on SEC-reported shares available by each month-end and monthly closing prices. Companies without a matched price or share record are omitted, so the denominator is the matched sample rather than every index member. These are not official float-adjusted S&P weights. Flow is not measured.