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 REITs0.81%+0.81 ppData Center REITs0.39%+0.39 ppIndustrial REITs0.33%+0.33 ppRetail REITs0.32%+0.32 ppMulti-Family Residential REITs0.31%+0.31 ppSelf-Storage REITs0.26%+0.26 ppHealth Care REITs0.26%+0.26 ppOffice REITs0.16%+0.16 ppReal Estate Services0.11%+0.11 ppTimber REITs0.09%+0.09 ppOther Specialized REITs0.04%+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
0.32%
Industry change · 12M
+0.32 pp
Retail REITs · contribution
+0.319 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $36.8bn | 0.129% | -0.001 pp | +0.129 pp | +114.9% | Yes |
| Realty Income → O | United States | $24.5bn | 0.086% | +0.001 pp | +0.086 pp | +11.5% | No |
| Regency Centers → REG | United States | $11.4bn | 0.040% | +0.002 pp | +0.040 pp | +84.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.2bn | 0.032% | +0.000 pp | +0.032 pp | +67.3% | Yes |
| Kimco Realty → KIM | United States | $9.0bn | 0.032% | -0.000 pp | +0.032 pp | +90.8% | No |
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.