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 Retail REITs
Retail REITs · weight
0.33%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.036 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 |
|---|---|---|---|---|---|---|---|
| Realty Income → O | United States | $39.1bn | 0.122% | -0.005 pp | -0.012 pp | -9.8% | Yes |
| Kimco Realty → KIM | United States | $12.0bn | 0.037% | -0.000 pp | -0.011 pp | -11.7% | Yes |
| Federal Realty Investment Trust → FRT | United States | $7.8bn | 0.024% | -0.001 pp | -0.006 pp | -10.1% | Yes |
| Simon Property Group → SPG | United States | $35.4bn | 0.110% | +0.008 pp | -0.005 pp | +11.4% | Yes |
| Regency Centers → REG | United States | $11.6bn | 0.036% | +0.002 pp | -0.002 pp | -1.4% | 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.