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 REITs0.45%-0.29 ppRetail REITs0.32%-0.17 ppData Center REITs0.17%-0.16 ppMulti-Family Residential REITs0.21%-0.12 ppHealth Care REITs0.20%-0.11 ppSelf-Storage REITs0.16%-0.09 ppTimber REITs0.07%-0.09 ppOffice REITs0.11%-0.08 ppIndustrial REITs0.14%-0.06 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
0.32%
Industry change · 12M
-0.17 pp
Retail REITs · contribution
-0.172 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $52.0bn | 0.176% | -0.115 pp | -0.088 pp | +16.5% | No |
| Realty Income → O | United States | $16.9bn | 0.057% | -0.032 pp | -0.025 pp | +17.5% | No |
| Regency Centers → REG | United States | $10.7bn | 0.036% | -0.026 pp | -0.025 pp | +3.6% | No |
| Federal Realty Investment Trust → FRT | United States | $9.2bn | 0.031% | -0.023 pp | -0.019 pp | +5.3% | No |
| Kimco Realty → KIM | United States | $6.8bn | 0.023% | -0.018 pp | -0.016 pp | +6.6% | 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.