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 REITs0.48%-0.47 ppRetail REITs0.16%-0.28 ppMulti-Family Residential REITs0.16%-0.24 ppHealth Care REITs0.14%-0.22 ppSelf-Storage REITs0.13%-0.13 ppData Center REITs0.25%-0.12 ppOffice REITs0.09%-0.11 ppIndustrial REITs0.18%-0.11 ppReal Estate Services0.05%-0.05 ppTimber REITs0.06%-0.05 ppHotel & Resort REITs0.02%-0.03 ppOther Specialized REITs0.02%-0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.16%
Industry change · 12M
-0.28 pp
Retail REITs · contribution
-0.282 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2021 · 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 | $26.3bn | 0.063% | -0.021 pp | -0.123 pp | -25.2% | Yes |
| Realty Income → O | United States | $20.1bn | 0.048% | -0.043 pp | -0.074 pp | -21.1% | No |
| Regency Centers → REG | United States | $8.0bn | 0.019% | -0.009 pp | -0.032 pp | -19.9% | Yes |
| Federal Realty Investment Trust → FRT | United States | $6.6bn | 0.016% | -0.009 pp | -0.031 pp | -26.6% | Yes |
| Kimco Realty → KIM | United States | $7.1bn | 0.017% | -0.004 pp | -0.023 pp | -9.1% | 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.