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%-0.93 ppRetail REITs0.00%-0.59 ppMulti-Family Residential REITs0.00%-0.41 ppHealth Care REITs0.00%-0.39 ppData Center REITs0.00%-0.35 ppSelf-Storage REITs0.00%-0.29 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
-0.59 pp
Retail REITs · contribution
-0.589 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $15.5bn | 0.000% | -0.207 pp | -0.296 pp | -68.2% | No |
| Realty Income → O | United States | $16.1bn | 0.000% | -0.114 pp | -0.124 pp | -29.6% | No |
| Regency Centers → REG | United States | $6.4bn | 0.000% | -0.052 pp | -0.065 pp | -41.0% | No |
| Federal Realty Investment Trust → FRT | United States | $5.6bn | 0.000% | -0.048 pp | -0.059 pp | -44.0% | No |
| Kimco Realty → KIM | United States | $4.2bn | 0.000% | -0.043 pp | -0.045 pp | -44.6% | 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.