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 REITs0.92%+0.14 ppTimber REITs0.11%-0.06 ppIndustrial REITs0.27%+0.06 ppHealth Care REITs0.39%+0.05 ppRetail REITs0.51%-0.04 ppMulti-Family Residential REITs0.40%+0.03 ppHotel & Resort REITs0.07%-0.02 ppSelf-Storage REITs0.30%-0.02 ppData Center REITs0.36%+0.01 ppOther Specialized REITs0.05%-0.01 ppReal Estate Services0.09%-0.01 ppOffice REITs0.19%-0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.51%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.039 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $45.3bn | 0.244% | -0.053 pp | -0.049 pp | -1.8% | No |
| Realty Income → O | United States | $20.3bn | 0.109% | -0.015 pp | +0.020 pp | +33.7% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.6bn | 0.052% | -0.007 pp | -0.004 pp | +5.0% | No |
| Regency Centers → REG | United States | $11.2bn | 0.060% | -0.005 pp | -0.004 pp | +11.4% | Yes |
| Kimco Realty → KIM | United States | $7.8bn | 0.042% | -0.003 pp | -0.002 pp | +16.4% | 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.