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 Retail REITs
Retail REITs · weight
0.36%
Industry change · 12M
+0.03 pp
Retail REITs · contribution
+0.025 pp
Company participation
20%
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 |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $38.5bn | 0.136% | -0.016 pp | +0.046 pp | -5.7% | No |
| Simon Property Group → SPG | United States | $30.9bn | 0.110% | +0.004 pp | -0.029 pp | -21.4% | Yes |
| Kimco Realty → KIM | United States | $13.2bn | 0.047% | -0.000 pp | +0.014 pp | -2.1% | No |
| Regency Centers → REG | United States | $10.4bn | 0.037% | -0.001 pp | -0.003 pp | -10.6% | No |
| Federal Realty Investment Trust → FRT | United States | $8.0bn | 0.028% | -0.000 pp | -0.003 pp | -14.4% | 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.