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 REITs0.38%+0.38 ppData Center REITs0.19%+0.19 ppRetail REITs0.16%+0.16 ppIndustrial REITs0.15%+0.15 ppMulti-Family Residential REITs0.14%+0.14 ppHealth Care REITs0.13%+0.13 ppSelf-Storage REITs0.11%+0.11 ppOffice REITs0.07%+0.07 ppReal Estate Services0.05%+0.05 ppTimber REITs0.05%+0.05 ppHotel & Resort REITs0.02%+0.02 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
+0.16 pp
Retail REITs · contribution
+0.157 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 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 | $32.0bn | 0.064% | -0.035 pp | +0.064 pp | -3.2% | No |
| Realty Income → O | United States | $21.8bn | 0.044% | -0.043 pp | +0.043 pp | -12.7% | No |
| Regency Centers → REG | United States | $9.3bn | 0.019% | -0.014 pp | +0.019 pp | -0.4% | No |
| Kimco Realty → KIM | United States | $7.9bn | 0.016% | -0.011 pp | +0.016 pp | +10.9% | No |
| Federal Realty Investment Trust → FRT | United States | $7.8bn | 0.016% | -0.013 pp | +0.015 pp | -8.8% | No |
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.