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
Universe›Real Estate›Office REITs›Office REITs

1 · Sector

Weight and 12M allocation change

Information Technology25.6%+25.56 ppHealth Care15.7%+15.64 ppIndustrials12.8%+12.82 ppConsumer Discretionary7.4%+7.37 ppConsumer Staples7.2%+7.19 ppCommunication Services4.6%+4.56 ppMaterials3.5%+3.50 ppUtilities3.1%+3.09 ppReal Estate3.1%+3.08 ppEnergy2.4%+2.35 ppFinancials14.7%-85.17 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.82%+0.82 ppData Center REITs0.39%+0.39 ppRetail REITs0.32%+0.32 ppIndustrial REITs0.31%+0.31 ppMulti-Family Residential REITs0.29%+0.29 ppHealth Care REITs0.25%+0.25 ppSelf-Storage REITs0.25%+0.25 ppOffice REITs0.16%+0.16 ppReal Estate Services0.11%+0.11 ppTimber REITs0.10%+0.10 ppOther Specialized REITs0.05%+0.04 ppHotel & Resort REITs0.04%+0.04 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.16%+0.160 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Office REITs · weight
0.16%
Industry change · 12M
+0.16 pp
Office REITs · contribution
+0.160 pp
Company participation
100%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

May 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Alexandria Real Estate Equities →
ARE
United States$26.3bn0.094%+0.051 pp+0.094 pp+19.0%Yes
BXP, Inc. →
BXP
United States$18.3bn0.066%+0.035 pp+0.066 pp+42.8%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.