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 REITs0.43%+0.12 ppMulti-Family Residential REITs0.39%+0.11 ppRetail REITs0.40%+0.08 ppSelf-Storage REITs0.33%+0.08 ppHealth Care REITs0.29%+0.04 ppOffice REITs0.17%+0.02 ppOther Specialized REITs0.06%+0.01 ppHotel & Resort REITs0.05%+0.01 ppTimber REITs0.11%+0.01 ppData Center REITs0.39%-0.00 ppReal Estate Services0.10%-0.00 ppTelecom Tower REITs0.82%-0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.40%
Industry change · 12M
+0.08 pp
Retail REITs · contribution
+0.082 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | 0.148% | +0.054 pp | +0.058 pp | +7.9% | Yes |
| Kimco Realty → KIM | United States | $15.7bn | 0.057% | +0.006 pp | +0.024 pp | +24.4% | Yes |
| Simon Property Group → SPG | United States | $33.4bn | 0.121% | -0.019 pp | -0.004 pp | +1.4% | No |
| Regency Centers → REG | United States | $11.8bn | 0.043% | +0.001 pp | +0.003 pp | +12.0% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.2bn | 0.033% | -0.000 pp | +0.002 pp | +7.5% | 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.