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 ppSingle-Family Residential REITs0.08%+0.08 ppReal Estate Services0.19%+0.08 ppData Center REITs0.32%-0.08 ppTelecom Tower REITs0.76%-0.05 ppRetail REITs0.35%+0.03 ppSelf-Storage REITs0.29%+0.03 ppHealth Care REITs0.23%-0.03 ppIndustrial REITs0.30%-0.03 ppOffice REITs0.14%-0.03 ppMulti-Family Residential REITs0.33%+0.03 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.05%+0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.35%
Industry change · 12M
+0.03 pp
Retail REITs · contribution
+0.032 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $35.9bn | 0.141% | -0.018 pp | +0.055 pp | -3.3% | No |
| Simon Property Group → SPG | United States | $25.4bn | 0.100% | -0.005 pp | -0.029 pp | -27.0% | No |
| Kimco Realty → KIM | United States | $11.4bn | 0.045% | -0.003 pp | +0.013 pp | -8.2% | No |
| Regency Centers → REG | United States | $9.2bn | 0.036% | -0.004 pp | -0.004 pp | -16.8% | No |
| Federal Realty Investment Trust → FRT | United States | $7.3bn | 0.029% | -0.001 pp | -0.004 pp | -20.5% | 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.