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 REITs0.42%-0.32 ppRetail REITs0.31%-0.19 ppData Center REITs0.19%-0.14 ppMulti-Family Residential REITs0.21%-0.13 ppHealth Care REITs0.19%-0.11 ppSelf-Storage REITs0.16%-0.10 ppIndustrial REITs0.12%-0.08 ppTimber REITs0.08%-0.08 ppOffice REITs0.11%-0.07 ppHotel & Resort REITs0.05%-0.04 ppReal Estate Services0.05%-0.03 ppOther Specialized REITs0.03%-0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.31%
Industry change · 12M
-0.19 pp
Retail REITs · contribution
-0.186 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $51.9bn | 0.167% | -0.108 pp | -0.097 pp | +16.2% | No |
| Realty Income → O | United States | $16.5bn | 0.053% | -0.036 pp | -0.030 pp | +13.3% | No |
| Regency Centers → REG | United States | $11.2bn | 0.036% | -0.024 pp | -0.025 pp | +8.0% | No |
| Federal Realty Investment Trust → FRT | United States | $9.6bn | 0.031% | -0.022 pp | -0.019 pp | +10.0% | No |
| Kimco Realty → KIM | United States | $7.2bn | 0.023% | -0.017 pp | -0.015 pp | +11.5% | 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.