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 REITs0.41%+0.41 ppData Center REITs0.20%+0.20 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 REITs0.12%+0.12 ppOffice REITs0.07%+0.07 ppTimber REITs0.05%+0.05 ppReal Estate Services0.05%+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
+0.158 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $32.2bn | 0.063% | -0.035 pp | +0.063 pp | +118.9% | No |
| Realty Income → O | United States | $23.0bn | 0.045% | -0.041 pp | +0.045 pp | +33.5% | No |
| Regency Centers → REG | United States | $9.6bn | 0.019% | -0.012 pp | +0.019 pp | +55.6% | No |
| Kimco Realty → KIM | United States | $8.1bn | 0.016% | -0.010 pp | +0.016 pp | +105.3% | No |
| Federal Realty Investment Trust → FRT | United States | $7.8bn | 0.015% | -0.011 pp | +0.015 pp | +42.5% | 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.