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 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 Retail REITs
Retail REITs · weight
0.31%
Industry change · 12M
-0.24 pp
Retail REITs · contribution
-0.240 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $18.9bn | 0.106% | -0.080 pp | -0.168 pp | -59.4% | No |
| Regency Centers → REG | United States | $7.4bn | 0.041% | -0.010 pp | -0.021 pp | -32.2% | Yes |
| Federal Realty Investment Trust → FRT | United States | $6.3bn | 0.035% | -0.011 pp | -0.020 pp | -35.7% | Yes |
| Realty Income → O | United States | $17.8bn | 0.099% | -0.023 pp | -0.015 pp | -18.4% | Yes |
| Kimco Realty → KIM | United States | $4.7bn | 0.026% | -0.013 pp | -0.014 pp | -32.6% | 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.