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
Universe›Real Estate›Office REITs›Office REITs

1 · Sector

Weight and 12M allocation change

Information Technology29.7%+2.54 ppHealth Care16.7%+0.60 ppEnergy2.3%+0.44 ppReal Estate3.4%+0.43 ppConsumer Discretionary7.8%+0.36 ppUtilities3.1%+0.17 ppMaterials3.3%+0.15 ppFinancials12.9%-0.47 ppConsumer Staples7.2%-0.68 ppCommunication Services3.6%-1.42 ppIndustrials10.0%-2.13 pp

2 · Industry

Inside Real Estate

Industrial REITs0.40%+0.10 ppRetail REITs0.36%+0.09 ppSelf-Storage REITs0.31%+0.08 ppMulti-Family Residential REITs0.33%+0.07 ppTelecom Tower REITs0.85%+0.04 ppReal Estate Services0.12%+0.03 ppOther Specialized REITs0.05%+0.01 ppOffice REITs0.17%+0.01 ppData Center REITs0.40%-0.01 ppTimber REITs0.10%-0.00 ppHealth Care REITs0.25%-0.00 ppHotel & Resort REITs0.04%-0.00 ppSingle-Family Residential REITs0.00%+0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.17%+0.011 pp
Concentrated

Most of this industry's gains came from a few companies.

View all contributions →
Office REITs · weight
0.17%
Industry change · 12M
+0.01 pp
Office REITs · contribution
+0.011 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Dec 2021 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Alexandria Real Estate Equities →
ARE
United States$34.6bn0.111%+0.008 pp+0.013 pp+28.1%Yes
BXP, Inc. →
BXP
United States$18.0bn0.058%-0.002 pp-0.002 pp+26.2%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.