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%+0.82 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 Retail REITs
Retail REITs · weight
0.32%
Industry change · 12M
+0.32 pp
Retail REITs · contribution
+0.323 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
| Company | Country | Market cap | Universe weight | 3M contribution | 12M contribution | 12M price return | Above 6M weight average |
|---|---|---|---|---|---|---|---|
| Simon Property Group → SPG | United States | $36.4bn | 0.130% | +0.066 pp | +0.130 pp | +137.7% | Yes |
| Realty Income → O | United States | $24.8bn | 0.089% | +0.045 pp | +0.089 pp | +29.4% | Yes |
| Regency Centers → REG | United States | $11.0bn | 0.039% | +0.021 pp | +0.039 pp | +56.6% | Yes |
| Kimco Realty → KIM | United States | $9.2bn | 0.033% | +0.017 pp | +0.033 pp | +97.2% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.9bn | 0.032% | +0.016 pp | +0.032 pp | +50.0% | 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.