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
Hotel & Resort REITs0.16%+0.11 ppMulti-Family Residential REITs0.36%+0.07 ppRetail REITs0.38%+0.06 ppSelf-Storage REITs0.30%+0.04 ppData Center REITs0.38%-0.03 ppIndustrial REITs0.34%+0.03 ppTelecom Tower REITs0.87%+0.03 ppHealth Care REITs0.28%+0.02 ppOther Specialized REITs0.06%+0.01 ppOffice REITs0.15%-0.01 ppReal Estate Services0.09%-0.01 ppTimber REITs0.10%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.38%
Industry change · 12M
+0.06 pp
Retail REITs · contribution
+0.063 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $41.1bn | 0.160% | +0.022 pp | +0.074 pp | +10.1% | Yes |
| Simon Property Group → SPG | United States | $26.9bn | 0.105% | -0.021 pp | -0.026 pp | -22.7% | No |
| Kimco Realty → KIM | United States | $12.2bn | 0.048% | -0.004 pp | +0.016 pp | -2.1% | No |
| Federal Realty Investment Trust → FRT | United States | $7.6bn | 0.030% | -0.003 pp | -0.003 pp | -15.2% | No |
| Regency Centers → REG | United States | $10.2bn | 0.040% | -0.001 pp | +0.001 pp | -3.9% | 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.