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 Technology26.8%+8.71 ppMaterials3.2%-0.02 ppConsumer Discretionary6.8%-0.23 ppCommunication Services5.0%-0.29 ppHealth Care16.4%-0.39 ppReal Estate3.1%-0.54 ppConsumer Staples8.2%-0.62 ppUtilities3.0%-0.62 ppIndustrials12.5%-1.18 ppEnergy1.9%-1.53 ppFinancials13.2%-3.30 pp

2 · Industry

Inside Real Estate

Retail REITs0.27%-0.22 ppMulti-Family Residential REITs0.27%-0.14 ppHealth Care REITs0.25%-0.12 ppData Center REITs0.42%+0.05 ppOffice REITs0.16%-0.04 ppSelf-Storage REITs0.23%-0.03 ppIndustrial REITs0.31%+0.02 ppHotel & Resort REITs0.04%-0.02 ppTimber REITs0.09%-0.02 ppTelecom Tower REITs0.88%-0.01 ppOther Specialized REITs0.03%-0.01 ppReal Estate Services0.09%-0.01 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.16%-0.043 pp
Concentrated

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

View all contributions →
Office REITs · weight
0.16%
Industry change · 12M
-0.04 pp
Office REITs · contribution
-0.043 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

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

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
BXP, Inc. →
BXP
United States$15.3bn0.065%+0.065 pp-0.043 pp-26.2%Yes
Alexandria Real Estate Equities →
ARE
United States$22.1bn0.094%+0.094 pp-0.000 pp+3.5%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.