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 REITs0.49%-0.33 ppReal Estate Services0.19%+0.10 ppMulti-Family Residential REITs0.26%-0.07 ppSingle-Family Residential REITs0.07%+0.07 ppSelf-Storage REITs0.24%-0.06 ppRetail REITs0.33%-0.04 ppOffice REITs0.10%-0.04 ppIndustrial REITs0.37%+0.04 ppHotel & Resort REITs0.14%-0.02 ppData Center REITs0.36%+0.02 ppHealth Care REITs0.23%-0.02 ppTimber REITs0.08%-0.01 ppOther Specialized REITs0.06%+0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.33%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.042 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $39.7bn | 0.127% | +0.028 pp | -0.024 pp | -13.8% | Yes |
| Kimco Realty → KIM | United States | $11.7bn | 0.037% | +0.009 pp | -0.009 pp | -6.1% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.0bn | 0.025% | +0.008 pp | -0.004 pp | +1.1% | Yes |
| Regency Centers → REG | United States | $10.6bn | 0.034% | +0.010 pp | -0.003 pp | +6.7% | Yes |
| Simon Property Group → SPG | United States | $32.2bn | 0.102% | +0.029 pp | -0.001 pp | +18.6% | 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.