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
Self-Storage REITs0.30%+0.04 ppMulti-Family Residential REITs0.36%+0.03 ppRetail REITs0.52%+0.02 ppHealth Care REITs0.32%+0.01 ppIndustrial REITs0.21%+0.01 ppTimber REITs0.17%+0.01 ppHotel & Resort REITs0.10%+0.01 ppData Center REITs0.33%-0.01 ppOffice REITs0.19%+0.01 ppReal Estate Services0.10%+0.01 ppOther Specialized REITs0.06%+0.00 ppTelecom Tower REITs0.74%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.52%
Industry change · 12M
+0.02 pp
Retail REITs · contribution
+0.020 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $45.4bn | 0.275% | +0.015 pp | +0.011 pp | +0.6% | Yes |
| Realty Income → O | United States | $14.7bn | 0.089% | +0.008 pp | +0.006 pp | +1.9% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.7bn | 0.053% | +0.003 pp | +0.003 pp | -0.7% | Yes |
| Regency Centers → REG | United States | $9.8bn | 0.060% | +0.000 pp | -0.001 pp | -5.9% | No |
| Kimco Realty → KIM | United States | $6.6bn | 0.040% | +0.002 pp | +0.001 pp | -0.9% | 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.