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 REITs0.50%-0.15 ppData Center REITs0.36%+0.08 ppSelf-Storage REITs0.22%-0.06 ppMulti-Family Residential REITs0.23%-0.06 ppIndustrial REITs0.32%-0.05 ppOffice REITs0.08%-0.04 ppRetail REITs0.32%-0.04 ppHealth Care REITs0.24%+0.04 ppReal Estate Services0.17%-0.03 ppHotel & Resort REITs0.14%-0.02 ppTimber REITs0.07%-0.01 ppSingle-Family Residential REITs0.06%-0.01 ppOther Specialized REITs0.06%+0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.32%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.040 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Oct 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 | $33.6bn | 0.114% | +0.025 pp | -0.022 pp | -19.9% | Yes |
| Kimco Realty → KIM | United States | $11.1bn | 0.038% | +0.010 pp | -0.009 pp | -12.1% | Yes |
| Simon Property Group → SPG | United States | $31.1bn | 0.106% | +0.029 pp | -0.004 pp | +7.4% | Yes |
| Federal Realty Investment Trust → FRT | United States | $7.4bn | 0.025% | +0.007 pp | -0.003 pp | -3.7% | Yes |
| Regency Centers → REG | United States | $10.3bn | 0.035% | +0.011 pp | -0.002 pp | +3.9% | 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.