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%+0.45 ppData Center REITs0.37%+0.19 ppMulti-Family Residential REITs0.39%+0.16 ppIndustrial REITs0.28%+0.14 ppRetail REITs0.46%+0.14 ppHealth Care REITs0.35%+0.14 ppOffice REITs0.20%+0.09 ppSelf-Storage REITs0.25%+0.08 ppReal Estate Services0.10%+0.05 ppTimber REITs0.11%+0.05 ppHotel & Resort REITs0.07%+0.02 ppOther Specialized REITs0.04%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.46%
Industry change · 12M
+0.14 pp
Retail REITs · contribution
+0.140 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $23.3bn | 0.114% | -0.012 pp | +0.050 pp | +21.3% | No |
| Simon Property Group → SPG | United States | $42.2bn | 0.207% | -0.027 pp | +0.037 pp | -6.7% | No |
| Kimco Realty → KIM | United States | $8.7bn | 0.043% | -0.004 pp | +0.021 pp | +49.7% | No |
| Federal Realty Investment Trust → FRT | United States | $9.7bn | 0.048% | -0.007 pp | +0.017 pp | +12.5% | No |
| Regency Centers → REG | United States | $10.6bn | 0.052% | -0.010 pp | +0.016 pp | +11.4% | 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.