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 REITs0.78%+0.37 ppIndustrial REITs0.40%+0.25 ppRetail REITs0.39%+0.23 ppSelf-Storage REITs0.32%+0.20 ppMulti-Family Residential REITs0.33%+0.19 ppData Center REITs0.36%+0.17 ppHealth Care REITs0.29%+0.16 ppOffice REITs0.18%+0.10 ppReal Estate Services0.10%+0.05 ppTimber REITs0.10%+0.04 ppOther Specialized REITs0.05%+0.03 ppHotel & Resort REITs0.05%+0.02 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.39%
Industry change · 12M
+0.23 pp
Retail REITs · contribution
+0.230 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $41.0bn | 0.138% | +0.045 pp | +0.093 pp | +17.4% | Yes |
| Simon Property Group → SPG | United States | $37.3bn | 0.125% | -0.020 pp | +0.062 pp | +22.3% | No |
| Kimco Realty → KIM | United States | $15.2bn | 0.051% | +0.003 pp | +0.035 pp | +35.9% | Yes |
| Regency Centers → REG | United States | $12.2bn | 0.041% | -0.000 pp | +0.022 pp | +30.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.6bn | 0.032% | -0.002 pp | +0.017 pp | +24.6% | 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.