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 REITs0.93%+0.15 ppHealth Care REITs0.39%+0.09 ppRetail REITs0.59%+0.08 ppIndustrial REITs0.26%+0.05 ppMulti-Family Residential REITs0.41%+0.05 ppTimber REITs0.11%-0.05 ppOffice REITs0.21%+0.02 ppData Center REITs0.35%+0.02 ppSelf-Storage REITs0.29%+0.01 ppHotel & Resort REITs0.08%-0.00 ppReal Estate Services0.10%-0.00 ppOther Specialized REITs0.06%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.59%
Industry change · 12M
+0.08 pp
Retail REITs · contribution
+0.082 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $21.7bn | 0.124% | +0.060 pp | +0.037 pp | +48.7% | Yes |
| Simon Property Group → SPG | United States | $51.6bn | 0.297% | +0.126 pp | +0.028 pp | +23.6% | Yes |
| Kimco Realty → KIM | United States | $7.8bn | 0.045% | +0.023 pp | +0.007 pp | +38.1% | Yes |
| Federal Realty Investment Trust → FRT | United States | $10.3bn | 0.059% | +0.028 pp | +0.007 pp | +22.6% | Yes |
| Regency Centers → REG | United States | $11.3bn | 0.065% | +0.029 pp | +0.003 pp | +18.6% | 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.