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 ppData Center REITs0.34%-0.07 ppRetail REITs0.37%+0.05 ppTelecom Tower REITs0.81%-0.04 ppOffice REITs0.13%-0.03 ppSelf-Storage REITs0.30%+0.03 ppMulti-Family Residential REITs0.33%+0.03 ppReal Estate Services0.09%-0.02 ppHealth Care REITs0.25%-0.01 ppOther Specialized REITs0.05%+0.01 ppIndustrial REITs0.33%-0.00 ppTimber REITs0.09%+0.00 ppSingle-Family Residential REITs0.00%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.37%
Industry change · 12M
+0.05 pp
Retail REITs · contribution
+0.047 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $42.2bn | 0.151% | +0.003 pp | +0.060 pp | +1.8% | Yes |
| Simon Property Group → SPG | United States | $28.9bn | 0.103% | -0.014 pp | -0.024 pp | -20.3% | No |
| Kimco Realty → KIM | United States | $13.0bn | 0.047% | -0.006 pp | +0.015 pp | -0.1% | No |
| Federal Realty Investment Trust → FRT | United States | $8.2bn | 0.029% | -0.004 pp | -0.002 pp | -13.7% | No |
| Regency Centers → REG | United States | $10.4bn | 0.037% | -0.005 pp | -0.002 pp | -7.9% | 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.