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 REITs0.77%+0.29 ppIndustrial REITs0.39%+0.21 ppRetail REITs0.36%+0.20 ppSelf-Storage REITs0.30%+0.17 ppMulti-Family Residential REITs0.32%+0.17 ppHealth Care REITs0.26%+0.12 ppData Center REITs0.36%+0.11 ppOffice REITs0.16%+0.08 ppReal Estate Services0.11%+0.07 ppTimber REITs0.10%+0.05 ppOther Specialized REITs0.04%+0.02 ppHotel & Resort REITs0.04%+0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.36%
Industry change · 12M
+0.20 pp
Retail REITs · contribution
+0.196 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jan 2022 · 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 | $41.7bn | 0.140% | +0.002 pp | +0.077 pp | +65.5% | Yes |
| Realty Income → O | United States | $28.1bn | 0.094% | +0.004 pp | +0.046 pp | +26.5% | Yes |
| Kimco Realty → KIM | United States | $15.0bn | 0.050% | +0.018 pp | +0.033 pp | +51.6% | Yes |
| Regency Centers → REG | United States | $12.3bn | 0.041% | +0.001 pp | +0.022 pp | +57.7% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.9bn | 0.033% | +0.002 pp | +0.017 pp | +50.9% | 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.