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
Universe›Real Estate›Office REITs›Office REITs

1 · Sector

Weight and 12M allocation change

Information Technology17.3%+1.25 ppHealth Care17.2%+0.52 ppEnergy5.0%+0.34 ppUtilities3.4%+0.20 ppReal Estate3.4%+0.18 ppMaterials2.0%-0.09 ppCommunication Services3.2%-0.22 ppConsumer Discretionary6.9%-0.22 ppConsumer Staples8.8%-0.59 ppFinancials17.8%-0.67 ppIndustrials14.9%-0.68 pp

2 · Industry

Inside Real Estate

Retail REITs0.54%+0.04 ppSelf-Storage REITs0.29%+0.04 ppMulti-Family Residential REITs0.36%+0.03 ppHealth Care REITs0.32%+0.02 ppTelecom Tower REITs0.76%+0.02 ppData Center REITs0.35%+0.02 ppTimber REITs0.15%-0.01 ppReal Estate Services0.10%+0.01 ppOffice REITs0.19%+0.01 ppIndustrial REITs0.20%+0.01 ppOther Specialized REITs0.06%+0.01 ppHotel & Resort REITs0.09%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.19%+0.008 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Office REITs · weight
0.19%
Industry change · 12M
+0.01 pp
Office REITs · contribution
+0.008 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 2018 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
BXP, Inc. →
BXP
United States$19.4bn0.113%-0.002 pp+0.004 pp+2.8%No
Alexandria Real Estate Equities →
ARE
United States$13.5bn0.079%+0.001 pp+0.004 pp-0.3%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.