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%-0.97 ppRetail REITs0.00%-0.52 ppMulti-Family Residential REITs0.00%-0.44 ppHealth Care REITs0.00%-0.43 ppData Center REITs0.00%-0.40 ppSelf-Storage REITs0.00%-0.31 ppIndustrial REITs0.00%-0.29 ppOffice REITs0.00%-0.20 ppTimber REITs0.00%-0.11 ppReal Estate Services0.00%-0.09 ppHotel & Resort REITs0.00%-0.07 ppOther Specialized REITs0.00%-0.05 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.00%
Industry change · 12M
-0.52 pp
Retail REITs · contribution
-0.522 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $18.3bn | 0.000% | -0.000 pp | -0.234 pp | -56.4% | No |
| Realty Income → O | United States | $20.3bn | 0.000% | -0.000 pp | -0.125 pp | -17.3% | No |
| Regency Centers → REG | United States | $6.5bn | 0.000% | -0.000 pp | -0.062 pp | -42.6% | No |
| Federal Realty Investment Trust → FRT | United States | $5.6bn | 0.000% | -0.000 pp | -0.054 pp | -43.7% | No |
| Kimco Realty → KIM | United States | $4.9bn | 0.000% | -0.000 pp | -0.047 pp | -42.5% | 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.