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%-0.20 ppMulti-Family Residential REITs0.26%-0.13 ppTelecom Tower REITs0.81%-0.11 ppHealth Care REITs0.25%-0.10 ppData Center REITs0.42%+0.05 ppOffice REITs0.16%-0.04 ppSelf-Storage REITs0.22%-0.03 ppHotel & Resort REITs0.04%-0.02 ppIndustrial REITs0.30%+0.02 ppReal Estate Services0.09%-0.02 ppOther Specialized REITs0.03%-0.01 ppTimber REITs0.10%-0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.27%
Industry change · 12M
-0.20 pp
Retail REITs · contribution
-0.197 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $24.2bn | 0.098% | +0.098 pp | -0.109 pp | -38.6% | Yes |
| Realty Income → O | United States | $21.1bn | 0.086% | +0.085 pp | -0.029 pp | -11.6% | Yes |
| Federal Realty Investment Trust → FRT | United States | $6.4bn | 0.026% | +0.026 pp | -0.022 pp | -30.7% | Yes |
| Regency Centers → REG | United States | $7.7bn | 0.031% | +0.031 pp | -0.021 pp | -23.9% | Yes |
| Kimco Realty → KIM | United States | $6.5bn | 0.026% | +0.026 pp | -0.017 pp | -23.9% | 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.