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 REITs0.41%-0.33 ppRetail REITs0.30%-0.20 ppData Center REITs0.18%-0.15 ppMulti-Family Residential REITs0.20%-0.13 ppHealth Care REITs0.18%-0.13 ppSelf-Storage REITs0.15%-0.11 ppTimber REITs0.08%-0.08 ppIndustrial REITs0.12%-0.08 ppOffice REITs0.10%-0.08 ppReal Estate Services0.05%-0.04 ppHotel & Resort REITs0.05%-0.04 ppOther Specialized REITs0.03%-0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.30%
Industry change · 12M
-0.20 pp
Retail REITs · contribution
-0.199 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $50.1bn | 0.160% | -0.133 pp | -0.104 pp | +12.2% | No |
| Realty Income → O | United States | $16.0bn | 0.051% | -0.039 pp | -0.032 pp | +10.5% | No |
| Regency Centers → REG | United States | $11.0bn | 0.035% | -0.029 pp | -0.026 pp | +5.7% | No |
| Federal Realty Investment Trust → FRT | United States | $9.3bn | 0.030% | -0.027 pp | -0.020 pp | +7.3% | No |
| Kimco Realty → KIM | United States | $7.1bn | 0.022% | -0.021 pp | -0.016 pp | +9.1% | 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.