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 REITs0.00%-0.85 ppRetail REITs0.00%-0.58 ppMulti-Family Residential REITs0.00%-0.40 ppHealth Care REITs0.00%-0.38 ppData Center REITs0.00%-0.33 ppSelf-Storage REITs0.00%-0.28 ppIndustrial REITs0.00%-0.26 ppOffice REITs0.00%-0.21 ppTimber REITs0.00%-0.11 ppReal Estate Services0.00%-0.10 ppHotel & Resort REITs0.00%-0.08 ppOther Specialized REITs0.00%-0.06 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.00%
Industry change · 12M
-0.58 pp
Retail REITs · contribution
-0.579 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 |
|---|---|---|---|---|---|---|---|
| Simon Property Group → SPG | United States | $34.9bn | 0.000% | -0.216 pp | -0.297 pp | -28.3% | No |
| Realty Income → O | United States | $23.4bn | 0.000% | -0.122 pp | -0.118 pp | +8.6% | No |
| Regency Centers → REG | United States | $9.6bn | 0.000% | -0.055 pp | -0.063 pp | -8.7% | No |
| Federal Realty Investment Trust → FRT | United States | $8.8bn | 0.000% | -0.050 pp | -0.058 pp | -10.2% | No |
| Kimco Realty → KIM | United States | $7.5bn | 0.000% | -0.046 pp | -0.043 pp | +4.5% | 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.