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 REITs0.62%-0.16 ppHotel & Resort REITs0.15%+0.11 ppOffice REITs0.10%-0.07 ppReal Estate Services0.17%+0.07 ppHealth Care REITs0.22%-0.07 ppSelf-Storage REITs0.26%-0.07 ppSingle-Family Residential REITs0.07%+0.07 ppMulti-Family Residential REITs0.27%-0.06 ppData Center REITs0.33%-0.04 ppRetail REITs0.36%-0.03 ppTimber REITs0.08%-0.02 ppIndustrial REITs0.39%-0.01 ppOther Specialized REITs0.05%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.36%
Industry change · 12M
-0.03 pp
Retail REITs · contribution
-0.033 pp
Company participation
20%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 | $31.7bn | 0.108% | -0.012 pp | -0.017 pp | -9.4% | No |
| Kimco Realty → KIM | United States | $12.1bn | 0.041% | -0.006 pp | -0.010 pp | -17.6% | No |
| Regency Centers → REG | United States | $10.5bn | 0.036% | -0.003 pp | -0.005 pp | -10.5% | No |
| Federal Realty Investment Trust → FRT | United States | $8.0bn | 0.027% | -0.002 pp | -0.005 pp | -15.4% | No |
| Realty Income → O | United States | $41.8bn | 0.143% | -0.001 pp | +0.005 pp | -4.4% | 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.