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
Retail REITs0.36%+0.08 ppTelecom Tower REITs0.80%-0.08 ppIndustrial REITs0.38%+0.06 ppSelf-Storage REITs0.28%+0.06 ppMulti-Family Residential REITs0.32%+0.05 ppReal Estate Services0.11%+0.02 ppData Center REITs0.41%-0.02 ppHealth Care REITs0.24%-0.01 ppOther Specialized REITs0.04%+0.01 ppHotel & Resort REITs0.04%-0.00 ppTimber REITs0.10%+0.00 ppOffice REITs0.16%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.36%
Industry change · 12M
+0.08 pp
Retail REITs · contribution
+0.085 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $43.3bn | 0.146% | +0.019 pp | +0.047 pp | +94.4% | Yes |
| Kimco Realty → KIM | United States | $13.8bn | 0.047% | +0.015 pp | +0.020 pp | +60.8% | Yes |
| Regency Centers → REG | United States | $11.9bn | 0.040% | +0.001 pp | +0.007 pp | +58.4% | Yes |
| Realty Income → O | United States | $27.5bn | 0.093% | +0.002 pp | +0.006 pp | +22.0% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.5bn | 0.032% | +0.001 pp | +0.004 pp | +46.4% | 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.