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
Retail REITs0.39%+0.07 ppMulti-Family Residential REITs0.36%+0.07 ppSelf-Storage REITs0.30%+0.05 ppHealth Care REITs0.29%+0.03 ppTelecom Tower REITs0.85%+0.03 ppIndustrial REITs0.34%+0.03 ppData Center REITs0.37%-0.02 ppOther Specialized REITs0.06%+0.01 ppReal Estate Services0.10%-0.01 ppHotel & Resort REITs0.05%+0.01 ppTimber REITs0.11%+0.00 ppOffice REITs0.16%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.39%
Industry change · 12M
+0.07 pp
Retail REITs · contribution
+0.069 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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% | +0.012 pp | +0.059 pp | +7.3% | Yes |
| Kimco Realty → KIM | United States | $14.6bn | 0.053% | +0.002 pp | +0.020 pp | +14.5% | Yes |
| Simon Property Group → SPG | United States | $32.5bn | 0.117% | -0.018 pp | -0.013 pp | -6.6% | No |
| Regency Centers → REG | United States | $11.8bn | 0.042% | +0.003 pp | +0.003 pp | +9.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.1bn | 0.033% | +0.001 pp | +0.001 pp | +4.2% | 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.