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
Retail REITs0.25%-0.26 ppMulti-Family Residential REITs0.25%-0.19 ppHealth Care REITs0.24%-0.17 ppData Center REITs0.49%+0.10 ppIndustrial REITs0.35%+0.06 ppOffice REITs0.15%-0.06 ppHotel & Resort REITs0.03%-0.03 ppSelf-Storage REITs0.26%-0.02 ppTimber REITs0.10%-0.02 ppReal Estate Services0.08%-0.01 ppOther Specialized REITs0.04%-0.01 ppTelecom Tower REITs0.96%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.25%
Industry change · 12M
-0.26 pp
Retail REITs · contribution
-0.264 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $17.8bn | 0.084% | +0.084 pp | -0.138 pp | -55.4% | Yes |
| Realty Income → O | United States | $19.3bn | 0.092% | +0.091 pp | -0.040 pp | -26.1% | Yes |
| Regency Centers → REG | United States | $6.0bn | 0.029% | +0.029 pp | -0.030 pp | -44.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $5.2bn | 0.025% | +0.025 pp | -0.029 pp | -47.2% | Yes |
| Kimco Realty → KIM | United States | $4.4bn | 0.021% | +0.021 pp | -0.026 pp | -49.9% | 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.