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 REITs0.67%-0.13 ppHotel & Resort REITs0.16%+0.12 ppReal Estate Services0.20%+0.09 ppData Center REITs0.33%-0.08 ppSingle-Family Residential REITs0.07%+0.07 ppMulti-Family Residential REITs0.29%-0.04 ppOffice REITs0.12%-0.04 ppSelf-Storage REITs0.25%-0.03 ppHealth Care REITs0.22%-0.02 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.05%+0.01 ppRetail REITs0.37%+0.01 ppIndustrial REITs0.37%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.37%
Industry change · 12M
+0.01 pp
Retail REITs · contribution
+0.008 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 | $39.6bn | 0.134% | -0.017 pp | +0.041 pp | -3.0% | No |
| Simon Property Group → SPG | United States | $33.8bn | 0.115% | +0.011 pp | -0.031 pp | -17.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.0bn | 0.031% | +0.001 pp | -0.002 pp | -5.8% | Yes |
| Regency Centers → REG | United States | $11.4bn | 0.039% | +0.001 pp | -0.002 pp | -0.3% | Yes |
| Kimco Realty → KIM | United States | $14.2bn | 0.048% | +0.001 pp | +0.001 pp | +5.8% | Yes |
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.