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 REITs0.35%-0.48 ppMulti-Family Residential REITs0.18%-0.16 ppRetail REITs0.24%-0.14 ppSelf-Storage REITs0.15%-0.14 ppData Center REITs0.24%-0.11 ppHealth Care REITs0.16%-0.10 ppIndustrial REITs0.25%-0.09 ppOffice REITs0.07%-0.07 ppHotel & Resort REITs0.10%-0.06 ppSingle-Family Residential REITs0.05%+0.05 ppTimber REITs0.05%-0.04 ppReal Estate Services0.13%+0.03 ppOther Specialized REITs0.04%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.24%
Industry change · 12M
-0.14 pp
Retail REITs · contribution
-0.136 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jul 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 |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $41.0bn | 0.089% | -0.051 pp | -0.064 pp | -13.5% | No |
| Simon Property Group → SPG | United States | $35.3bn | 0.077% | -0.031 pp | -0.029 pp | +22.2% | No |
| Kimco Realty → KIM | United States | $12.6bn | 0.027% | -0.013 pp | -0.020 pp | -4.2% | No |
| Regency Centers → REG | United States | $11.2bn | 0.024% | -0.011 pp | -0.014 pp | +6.1% | No |
| Federal Realty Investment Trust → FRT | United States | $8.3bn | 0.018% | -0.009 pp | -0.011 pp | +0.5% | 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.