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 REITs0.90%+0.16 ppHealth Care REITs0.37%+0.07 ppTimber REITs0.11%-0.06 ppIndustrial REITs0.27%+0.06 ppMulti-Family Residential REITs0.40%+0.04 ppRetail REITs0.55%+0.04 ppOffice REITs0.21%+0.02 ppHotel & Resort REITs0.08%-0.01 ppOther Specialized REITs0.05%-0.01 ppSelf-Storage REITs0.29%+0.00 ppReal Estate Services0.10%+0.00 ppData Center REITs0.34%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.55%
Industry change · 12M
+0.04 pp
Retail REITs · contribution
+0.039 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $20.6bn | 0.115% | +0.050 pp | +0.029 pp | +44.8% | Yes |
| Federal Realty Investment Trust → FRT | United States | $10.0bn | 0.055% | +0.023 pp | +0.003 pp | +19.4% | Yes |
| Kimco Realty → KIM | United States | $7.3bn | 0.041% | +0.017 pp | +0.003 pp | +28.2% | Yes |
| Simon Property Group → SPG | United States | $49.2bn | 0.274% | +0.104 pp | +0.002 pp | +16.3% | Yes |
| Regency Centers → REG | United States | $11.3bn | 0.063% | +0.026 pp | +0.001 pp | +18.3% | 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.