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 REITs0.95%+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 Retail REITs
Retail REITs · weight
0.45%
Industry change · 12M
+0.12 pp
Retail REITs · contribution
+0.119 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2020 · 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 | $24.8bn | 0.122% | -0.009 pp | +0.057 pp | +18.5% | No |
| Kimco Realty → KIM | United States | $8.0bn | 0.040% | -0.008 pp | +0.016 pp | +18.6% | No |
| Simon Property Group → SPG | United States | $37.7bn | 0.186% | -0.036 pp | +0.016 pp | -23.1% | No |
| Regency Centers → REG | United States | $10.4bn | 0.051% | -0.007 pp | +0.015 pp | -1.1% | No |
| Federal Realty Investment Trust → FRT | United States | $9.4bn | 0.047% | -0.007 pp | +0.014 pp | -2.7% | 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.