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 REITs0.89%+0.43 ppMulti-Family Residential REITs0.41%+0.19 ppData Center REITs0.37%+0.19 ppRetail REITs0.49%+0.16 ppHealth Care REITs0.37%+0.16 ppIndustrial REITs0.29%+0.15 ppSelf-Storage REITs0.25%+0.09 ppOffice REITs0.20%+0.09 ppReal Estate Services0.10%+0.05 ppTimber REITs0.11%+0.05 ppHotel & Resort REITs0.06%+0.02 ppOther Specialized REITs0.05%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.49%
Industry change · 12M
+0.16 pp
Retail REITs · contribution
+0.162 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $24.2bn | 0.122% | -0.002 pp | +0.061 pp | +24.2% | Yes |
| Simon Property Group → SPG | United States | $42.8bn | 0.216% | -0.014 pp | +0.041 pp | -14.4% | No |
| Kimco Realty → KIM | United States | $9.1bn | 0.046% | +0.004 pp | +0.023 pp | +40.8% | Yes |
| Regency Centers → REG | United States | $10.9bn | 0.055% | -0.004 pp | +0.019 pp | +5.9% | No |
| Federal Realty Investment Trust → FRT | United States | $10.0bn | 0.050% | -0.002 pp | +0.018 pp | +3.2% | 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.