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
Telecom Tower REITs0.65%-0.17 ppHotel & Resort REITs0.16%+0.12 ppData Center REITs0.29%-0.11 ppReal Estate Services0.20%+0.08 ppSingle-Family Residential REITs0.07%+0.07 ppHealth Care REITs0.20%-0.04 ppOffice REITs0.13%-0.04 ppMulti-Family Residential REITs0.29%-0.03 ppRetail REITs0.36%+0.03 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.05%+0.01 ppSelf-Storage REITs0.28%-0.01 ppIndustrial REITs0.36%+0.00 pp
3 · Sub-industry
Inside Real Estate Services
Real Estate Services · weight
0.20%
Industry change · 12M
+0.08 pp
Real Estate Services · contribution
+0.083 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 |
|---|---|---|---|---|---|---|---|
| CoStar Group → CSGP | United States | $33.6bn | 0.119% | +0.119 pp | +0.119 pp | -3.9% | Yes |
| CBRE Group → CBRE | United States | $22.4bn | 0.080% | -0.017 pp | -0.037 pp | -31.8% | 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.