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%+0.86 ppData Center REITs0.41%+0.41 ppIndustrial REITs0.33%+0.33 ppRetail REITs0.32%+0.32 ppMulti-Family Residential REITs0.30%+0.30 ppSelf-Storage REITs0.27%+0.27 ppHealth Care REITs0.26%+0.26 ppOffice REITs0.16%+0.16 ppReal Estate Services0.11%+0.11 ppTimber REITs0.09%+0.09 ppOther Specialized REITs0.05%+0.05 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
+0.320 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $38.1bn | 0.127% | -0.003 pp | +0.127 pp | +109.6% | Yes |
| Realty Income → O | United States | $27.2bn | 0.091% | +0.002 pp | +0.091 pp | +21.6% | Yes |
| Regency Centers → REG | United States | $11.7bn | 0.039% | -0.000 pp | +0.039 pp | +78.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.5bn | 0.032% | -0.000 pp | +0.032 pp | +60.6% | Yes |
| Kimco Realty → KIM | United States | $9.4bn | 0.032% | -0.002 pp | +0.032 pp | +88.3% | 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.