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 REITs0.68%-0.17 ppHotel & Resort REITs0.15%+0.11 ppReal Estate Services0.20%+0.08 ppData Center REITs0.32%-0.08 ppSingle-Family Residential REITs0.07%+0.07 ppSelf-Storage REITs0.25%-0.06 ppOffice REITs0.12%-0.04 ppMulti-Family Residential REITs0.28%-0.04 ppIndustrial REITs0.38%-0.02 ppHealth Care REITs0.23%-0.02 ppRetail REITs0.38%+0.02 ppTimber REITs0.08%-0.02 ppOther Specialized REITs0.05%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.38%
Industry change · 12M
+0.02 pp
Retail REITs · contribution
+0.017 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $39.8bn | 0.144% | +0.002 pp | +0.051 pp | -7.4% | Yes |
| Simon Property Group → SPG | United States | $33.3bn | 0.120% | +0.020 pp | -0.025 pp | -21.9% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.2bn | 0.030% | +0.001 pp | -0.004 pp | -22.7% | Yes |
| Regency Centers → REG | United States | $10.7bn | 0.039% | +0.002 pp | -0.003 pp | -13.6% | Yes |
| Kimco Realty → KIM | United States | $13.1bn | 0.047% | +0.003 pp | -0.001 pp | -10.8% | 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.