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 REITs0.55%-0.12 ppMulti-Family Residential REITs0.22%-0.07 ppData Center REITs0.37%+0.04 ppIndustrial REITs0.33%-0.04 ppOffice REITs0.09%-0.04 ppRetail REITs0.33%-0.04 ppSelf-Storage REITs0.23%-0.02 ppHotel & Resort REITs0.13%-0.02 ppReal Estate Services0.18%-0.02 ppHealth Care REITs0.24%+0.01 ppTimber REITs0.07%-0.01 ppOther Specialized REITs0.06%+0.00 ppSingle-Family Residential REITs0.06%-0.00 pp
3 · Sub-industry
Inside Real Estate Services
Real Estate Services · weight
0.18%
Industry change · 12M
-0.02 pp
Real Estate Services · contribution
-0.016 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Nov 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 |
|---|---|---|---|---|---|---|---|
| CBRE Group → CBRE | United States | $24.1bn | 0.075% | -0.009 pp | -0.010 pp | -0.8% | Yes |
| CoStar Group → CSGP | United States | $33.9bn | 0.106% | -0.001 pp | -0.006 pp | +2.5% | 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.