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
Universe›Real Estate›Office REITs›Office REITs

1 · Sector

Weight and 12M allocation change

Information Technology19.1%+9.77 ppFinancials16.2%+6.99 ppHealth Care16.6%+6.66 ppIndustrials13.4%+5.77 ppConsumer Staples8.8%+3.81 ppCommunication Services5.2%+3.23 ppUtilities3.9%+1.91 ppMaterials3.1%+1.72 ppReal Estate3.6%+1.56 ppEnergy3.2%+0.74 ppConsumer Discretionary6.9%-42.15 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.95%+0.47 ppData Center REITs0.37%+0.20 ppMulti-Family Residential REITs0.40%+0.18 ppIndustrial REITs0.29%+0.15 ppHealth Care REITs0.36%+0.14 ppRetail REITs0.45%+0.12 ppSelf-Storage REITs0.26%+0.10 ppOffice REITs0.20%+0.09 ppReal Estate Services0.10%+0.05 ppTimber REITs0.11%+0.04 ppHotel & Resort REITs0.06%+0.01 ppOther Specialized REITs0.04%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.20%+0.088 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Office REITs · weight
0.20%
Industry change · 12M
+0.09 pp
Office REITs · contribution
+0.088 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2020 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Alexandria Real Estate Equities →
ARE
United States$18.8bn0.093%-0.003 pp+0.046 pp+27.3%No
BXP, Inc. →
BXP
United States$22.2bn0.109%-0.001 pp+0.042 pp+11.9%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.