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 REITs0.27%-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 Retail REITs
Retail REITs · weight
0.27%
Industry change · 12M
-0.22 pp
Retail REITs · contribution
-0.216 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
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Simon Property Group → SPG | United States | $23.4bn | 0.099% | +0.099 pp | -0.116 pp | -42.4% | Yes |
| Realty Income → O | United States | $20.4bn | 0.087% | +0.087 pp | -0.035 pp | -18.1% | Yes |
| Federal Realty Investment Trust → FRT | United States | $6.6bn | 0.028% | +0.028 pp | -0.022 pp | -31.0% | Yes |
| Regency Centers → REG | United States | $7.7bn | 0.033% | +0.033 pp | -0.022 pp | -27.1% | Yes |
| Kimco Realty → KIM | United States | $6.2bn | 0.027% | +0.026 pp | -0.019 pp | -29.7% | 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.