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%-0.14 ppData Center REITs0.40%-0.09 ppRetail REITs0.33%+0.08 ppMulti-Family Residential REITs0.32%+0.07 ppReal Estate Services0.12%+0.04 ppSelf-Storage REITs0.28%+0.02 ppOffice REITs0.16%+0.01 ppIndustrial REITs0.36%+0.01 ppOther Specialized REITs0.04%+0.01 ppTimber REITs0.09%-0.01 ppHotel & Resort REITs0.04%+0.01 ppHealth Care REITs0.25%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.33%
Industry change · 12M
+0.08 pp
Retail REITs · contribution
+0.083 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $41.5bn | 0.139% | +0.016 pp | +0.054 pp | +145.0% | Yes |
| Kimco Realty → KIM | United States | $9.8bn | 0.033% | +0.001 pp | +0.012 pp | +128.1% | Yes |
| Regency Centers → REG | United States | $12.0bn | 0.040% | +0.002 pp | +0.011 pp | +106.0% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.4bn | 0.031% | -0.000 pp | +0.007 pp | +82.2% | No |
| Realty Income → O | United States | $27.0bn | 0.090% | +0.003 pp | -0.002 pp | +28.4% | 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.