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 REITs1.04%+0.62 ppHealth Care REITs0.44%+0.25 ppMulti-Family Residential REITs0.44%+0.23 ppData Center REITs0.40%+0.20 ppRetail REITs0.51%+0.20 ppSelf-Storage REITs0.34%+0.18 ppIndustrial REITs0.29%+0.17 ppOffice REITs0.20%+0.09 ppReal Estate Services0.10%+0.04 ppTimber REITs0.11%+0.02 ppOther Specialized REITs0.05%+0.02 ppHotel & Resort REITs0.06%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.51%
Industry change · 12M
+0.20 pp
Retail REITs · contribution
+0.196 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $22.8bn | 0.124% | +0.004 pp | +0.071 pp | +31.2% | Yes |
| Simon Property Group → SPG | United States | $42.2bn | 0.229% | -0.038 pp | +0.062 pp | -14.7% | No |
| Regency Centers → REG | United States | $10.8bn | 0.059% | -0.006 pp | +0.023 pp | +1.2% | No |
| Federal Realty Investment Trust → FRT | United States | $9.7bn | 0.053% | -0.004 pp | +0.022 pp | +2.1% | No |
| Kimco Realty → KIM | United States | $7.8bn | 0.042% | -0.001 pp | +0.019 pp | +14.8% | 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.