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 REITs0.31%-0.02 ppHealth Care REITs0.28%-0.02 ppSelf-Storage REITs0.27%+0.01 ppMulti-Family Residential REITs0.33%-0.01 ppTelecom Tower REITs0.75%+0.01 ppRetail REITs0.49%-0.01 ppReal Estate Services0.10%+0.01 ppHotel & Resort REITs0.08%-0.01 ppIndustrial REITs0.19%-0.00 ppTimber REITs0.16%-0.00 ppOther Specialized REITs0.05%+0.00 ppOffice REITs0.18%-0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.49%
Industry change · 12M
-0.01 pp
Retail REITs · contribution
-0.007 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2018 · 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 |
|---|---|---|---|---|---|---|---|
| Simon Property Group → SPG | United States | $43.5bn | 0.261% | -0.003 pp | -0.003 pp | -4.9% | No |
| Realty Income → O | United States | $13.5bn | 0.081% | -0.002 pp | -0.002 pp | -7.1% | No |
| Regency Centers → REG | United States | $9.9bn | 0.059% | -0.002 pp | -0.002 pp | -6.7% | No |
| Kimco Realty → KIM | United States | $6.4bn | 0.038% | -0.000 pp | -0.000 pp | -6.0% | No |
| Federal Realty Investment Trust → FRT | United States | $8.3bn | 0.050% | -0.000 pp | -0.000 pp | -5.7% | 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.