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 REITs0.86%+0.85 ppData Center REITs0.40%+0.40 ppIndustrial REITs0.32%+0.32 ppMulti-Family Residential REITs0.31%+0.31 ppRetail REITs0.31%+0.31 ppHealth Care REITs0.27%+0.27 ppSelf-Storage REITs0.27%+0.27 ppOffice REITs0.17%+0.17 ppReal Estate Services0.11%+0.11 ppTimber REITs0.09%+0.09 ppOther Specialized REITs0.04%+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
0.31%
Industry change · 12M
+0.31 pp
Retail REITs · contribution
+0.311 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $35.8bn | 0.123% | -0.002 pp | +0.123 pp | +114.6% | Yes |
| Realty Income → O | United States | $25.4bn | 0.087% | -0.003 pp | +0.087 pp | +22.3% | Yes |
| Regency Centers → REG | United States | $11.1bn | 0.038% | -0.001 pp | +0.038 pp | +66.8% | Yes |
| Kimco Realty → KIM | United States | $9.2bn | 0.032% | -0.001 pp | +0.032 pp | +98.2% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.1bn | 0.031% | -0.000 pp | +0.031 pp | +61.0% | 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.