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 REITs0.60%-0.23 ppMulti-Family Residential REITs0.27%-0.12 ppHotel & Resort REITs0.15%+0.10 ppReal Estate Services0.19%+0.09 ppSelf-Storage REITs0.24%-0.08 ppOffice REITs0.10%-0.07 ppSingle-Family Residential REITs0.07%+0.07 ppData Center REITs0.32%-0.06 ppHealth Care REITs0.24%-0.05 ppRetail REITs0.35%-0.05 ppIndustrial REITs0.39%-0.04 ppTimber REITs0.07%-0.04 ppOther Specialized REITs0.05%-0.00 pp
3 · Sub-industry
Inside Real Estate Services
Real Estate Services · weight
0.19%
Industry change · 12M
+0.09 pp
Real Estate Services · contribution
+0.087 pp
Company participation
50%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 |
|---|---|---|---|---|---|---|---|
| CoStar Group → CSGP | United States | $31.4bn | 0.106% | -0.002 pp | +0.106 pp | +21.0% | Yes |
| CBRE Group → CBRE | United States | $23.8bn | 0.080% | -0.012 pp | -0.019 pp | -7.7% | No |
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.