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 REITs0.82%-0.32 ppData Center REITs0.39%-0.11 ppMulti-Family Residential REITs0.28%-0.07 ppIndustrial REITs0.31%-0.06 ppOffice REITs0.16%-0.04 ppReal Estate Services0.10%+0.02 ppTimber REITs0.11%+0.01 ppRetail REITs0.32%+0.01 ppSelf-Storage REITs0.25%+0.00 ppHealth Care REITs0.26%-0.00 ppOther Specialized REITs0.04%+0.00 ppHotel & Resort REITs0.05%-0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.32%
Industry change · 12M
+0.01 pp
Retail REITs · contribution
+0.011 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $34.5bn | 0.125% | +0.062 pp | +0.019 pp | +94.6% | Yes |
| Realty Income → O | United States | $25.0bn | 0.091% | +0.043 pp | -0.009 pp | +31.8% | Yes |
| Kimco Realty → KIM | United States | $9.1bn | 0.033% | +0.016 pp | +0.007 pp | +97.9% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.7bn | 0.031% | +0.016 pp | -0.004 pp | +42.0% | Yes |
| Regency Centers → REG | United States | $10.8bn | 0.039% | +0.020 pp | -0.002 pp | +52.9% | 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.