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%+0.12 ppRetail REITs0.37%+0.06 ppData Center REITs0.35%-0.05 ppMulti-Family Residential REITs0.34%+0.03 ppTelecom Tower REITs0.83%-0.03 ppOffice REITs0.14%-0.03 ppSelf-Storage REITs0.28%+0.02 ppReal Estate Services0.10%-0.01 ppIndustrial REITs0.34%+0.01 ppHealth Care REITs0.26%-0.01 ppTimber REITs0.09%+0.01 ppOther Specialized REITs0.05%+0.01 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.37%
Industry change · 12M
+0.06 pp
Retail REITs · contribution
+0.061 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 | $44.5bn | 0.153% | +0.005 pp | +0.066 pp | +13.3% | Yes |
| Simon Property Group → SPG | United States | $30.8bn | 0.106% | -0.015 pp | -0.017 pp | -9.8% | No |
| Kimco Realty → KIM | United States | $13.7bn | 0.047% | -0.010 pp | +0.015 pp | +7.0% | No |
| Federal Realty Investment Trust → FRT | United States | $8.4bn | 0.029% | -0.004 pp | -0.003 pp | -6.7% | No |
| Regency Centers → REG | United States | $11.1bn | 0.038% | -0.004 pp | +0.000 pp | +2.3% | 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.