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 REITs0.48%-0.26 ppRetail REITs0.33%-0.17 ppData Center REITs0.18%-0.16 ppMulti-Family Residential REITs0.22%-0.11 ppTimber REITs0.06%-0.10 ppSelf-Storage REITs0.16%-0.09 ppHealth Care REITs0.22%-0.08 ppOffice REITs0.11%-0.07 ppIndustrial REITs0.14%-0.05 ppHotel & Resort REITs0.04%-0.04 ppReal Estate Services0.05%-0.04 ppOther Specialized REITs0.04%-0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.33%
Industry change · 12M
-0.17 pp
Retail REITs · contribution
-0.169 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2019 · 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 | $51.6bn | 0.170% | -0.006 pp | -0.094 pp | +16.9% | Yes |
| Regency Centers → REG | United States | $11.0bn | 0.036% | -0.000 pp | -0.025 pp | +7.2% | Yes |
| Realty Income → O | United States | $19.6bn | 0.065% | +0.007 pp | -0.018 pp | +35.3% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.8bn | 0.032% | +0.001 pp | -0.018 pp | +13.5% | Yes |
| Kimco Realty → KIM | United States | $7.2bn | 0.024% | +0.001 pp | -0.015 pp | +14.9% | 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.