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
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 Retail REITs
Retail REITs · weight
0.36%
Industry change · 12M
+0.09 pp
Retail REITs · contribution
+0.095 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $45.3bn | 0.145% | +0.016 pp | +0.047 pp | +95.7% | Yes |
| Kimco Realty → KIM | United States | $15.2bn | 0.049% | +0.017 pp | +0.022 pp | +69.5% | Yes |
| Regency Centers → REG | United States | $12.9bn | 0.041% | +0.001 pp | +0.010 pp | +71.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $10.6bn | 0.034% | +0.002 pp | +0.008 pp | +66.0% | Yes |
| Realty Income → O | United States | $28.9bn | 0.093% | +0.007 pp | +0.007 pp | +24.0% | 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.