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 REITs0.94%+0.19 ppHealth Care REITs0.39%+0.07 ppIndustrial REITs0.27%+0.07 ppTimber REITs0.10%-0.05 ppMulti-Family Residential REITs0.40%+0.04 ppRetail REITs0.51%-0.03 ppHotel & Resort REITs0.07%-0.02 ppOther Specialized REITs0.04%-0.01 ppSelf-Storage REITs0.30%+0.01 ppOffice REITs0.20%+0.01 ppReal Estate Services0.09%-0.00 ppData Center REITs0.35%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.51%
Industry change · 12M
-0.03 pp
Retail REITs · contribution
-0.030 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $46.0bn | 0.245% | -0.030 pp | -0.047 pp | -3.7% | No |
| Realty Income → O | United States | $20.4bn | 0.108% | -0.006 pp | +0.019 pp | +29.3% | No |
| Regency Centers → REG | United States | $11.2bn | 0.059% | -0.003 pp | -0.003 pp | +8.6% | No |
| Kimco Realty → KIM | United States | $8.1bn | 0.043% | +0.002 pp | +0.002 pp | +23.0% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.9bn | 0.053% | -0.003 pp | -0.001 pp | +8.6% | 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.