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 REITs0.97%+0.56 ppHealth Care REITs0.43%+0.26 ppMulti-Family Residential REITs0.44%+0.24 ppRetail REITs0.52%+0.23 ppData Center REITs0.40%+0.22 ppIndustrial REITs0.29%+0.17 ppSelf-Storage REITs0.31%+0.16 ppOffice REITs0.20%+0.10 ppReal Estate Services0.09%+0.05 ppTimber REITs0.11%+0.03 ppOther Specialized REITs0.05%+0.02 ppHotel & Resort REITs0.07%+0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.52%
Industry change · 12M
+0.23 pp
Retail REITs · contribution
+0.225 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $44.1bn | 0.234% | -0.010 pp | +0.075 pp | -7.7% | No |
| Realty Income → O | United States | $23.6bn | 0.126% | +0.016 pp | +0.075 pp | +40.2% | Yes |
| Regency Centers → REG | United States | $11.6bn | 0.062% | +0.002 pp | +0.027 pp | +11.3% | Yes |
| Federal Realty Investment Trust → FRT | United States | $10.2bn | 0.054% | +0.002 pp | +0.025 pp | +11.1% | Yes |
| Kimco Realty → KIM | United States | $8.8bn | 0.047% | +0.005 pp | +0.024 pp | +33.3% | 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.