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
Hotel & Resort REITs0.16%+0.12 ppTelecom Tower REITs0.62%-0.10 ppReal Estate Services0.19%+0.08 ppSingle-Family Residential REITs0.07%+0.07 ppOffice REITs0.13%-0.04 ppSelf-Storage REITs0.26%-0.04 ppMulti-Family Residential REITs0.29%-0.03 ppIndustrial REITs0.40%+0.03 ppData Center REITs0.33%-0.03 ppTimber REITs0.08%-0.02 ppHealth Care REITs0.24%-0.02 ppRetail REITs0.38%-0.01 ppOther Specialized REITs0.05%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.38%
Industry change · 12M
-0.01 pp
Retail REITs · contribution
-0.009 pp
Company participation
80%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2023 · 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 |
|---|---|---|---|---|---|---|---|
| Simon Property Group → SPG | United States | $34.6bn | 0.122% | +0.007 pp | -0.014 pp | -5.7% | Yes |
| Realty Income → O | United States | $42.2bn | 0.148% | +0.014 pp | +0.013 pp | +1.2% | Yes |
| Kimco Realty → KIM | United States | $12.7bn | 0.045% | -0.003 pp | -0.005 pp | -9.1% | No |
| Federal Realty Investment Trust → FRT | United States | $8.7bn | 0.031% | -0.000 pp | -0.002 pp | -5.2% | Yes |
| Regency Centers → REG | United States | $10.8bn | 0.038% | -0.001 pp | -0.001 pp | -0.6% | 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.