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
Universe›Real Estate›Office REITs›Office REITs

1 · Sector

Weight and 12M allocation change

Consumer Discretionary11.2%+3.78 ppEnergy3.9%+1.03 ppHealth Care16.9%+0.53 ppUtilities3.4%+0.25 ppIndustrials10.1%+0.16 ppReal Estate3.3%+0.09 ppMaterials3.3%+0.07 ppConsumer Staples7.4%+0.03 ppCommunication Services3.4%-0.27 ppFinancials12.7%-1.04 ppInformation Technology24.5%-4.63 pp

2 · Industry

Inside Real Estate

Hotel & Resort REITs0.16%+0.12 ppReal Estate Services0.20%+0.09 ppTelecom Tower REITs0.69%-0.08 ppSingle-Family Residential REITs0.07%+0.07 ppSelf-Storage REITs0.26%-0.05 ppMulti-Family Residential REITs0.29%-0.03 ppOffice REITs0.14%-0.03 ppRetail REITs0.39%+0.03 ppHealth Care REITs0.24%-0.02 ppIndustrial REITs0.41%+0.02 ppData Center REITs0.35%-0.02 ppTimber REITs0.09%-0.02 ppOther Specialized REITs0.05%+0.01 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.14%-0.028 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Office REITs · weight
0.14%
Industry change · 12M
-0.03 pp
Office REITs · contribution
-0.028 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jan 2023 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
BXP, Inc. →
BXP
United States$11.7bn0.040%-0.000 pp-0.019 pp-30.4%No
Alexandria Real Estate Equities →
ARE
United States$27.8bn0.095%+0.011 pp-0.010 pp-14.9%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.