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 Technology21.1%+2.55 ppHealth Care19.3%+2.41 ppCommunication Services5.2%+1.68 ppMaterials3.1%+0.58 ppConsumer Staples9.2%+0.20 ppReal Estate3.6%-0.03 ppUtilities3.7%-0.06 ppConsumer Discretionary6.5%-0.72 ppEnergy2.5%-1.60 ppIndustrials11.5%-2.34 ppFinancials14.1%-2.68 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs1.14%+0.24 ppRetail REITs0.31%-0.24 ppData Center REITs0.50%+0.16 ppHealth Care REITs0.26%-0.11 ppIndustrial REITs0.37%+0.10 ppSelf-Storage REITs0.25%-0.04 ppMulti-Family Residential REITs0.36%-0.04 ppHotel & Resort REITs0.05%-0.03 ppTimber REITs0.09%-0.02 ppReal Estate Services0.08%-0.02 ppOther Specialized REITs0.04%-0.01 ppOffice REITs0.20%-0.01 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.20%-0.013 pp
Concentrated

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

View all contributions →
Office REITs · weight
0.20%
Industry change · 12M
-0.01 pp
Office REITs · contribution
-0.013 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
BXP, Inc. →
BXP
United States$15.1bn0.084%-0.025 pp-0.034 pp-27.1%Yes
Alexandria Real Estate Equities →
ARE
United States$19.8bn0.111%+0.018 pp+0.021 pp+13.4%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.