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 REITs0.53%-0.15 ppMulti-Family Residential REITs0.23%-0.05 ppRetail REITs0.35%-0.03 ppOffice REITs0.10%-0.03 ppData Center REITs0.35%+0.02 ppHotel & Resort REITs0.14%-0.01 ppSelf-Storage REITs0.26%+0.01 ppHealth Care REITs0.24%+0.01 ppReal Estate Services0.19%-0.01 ppOther Specialized REITs0.06%+0.01 ppIndustrial REITs0.37%-0.01 ppTimber REITs0.08%-0.01 ppSingle-Family Residential REITs0.06%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.35%
Industry change · 12M
-0.03 pp
Retail REITs · contribution
-0.033 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Dec 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 | $41.6bn | 0.124% | +0.006 pp | -0.020 pp | -4.5% | Yes |
| Kimco Realty → KIM | United States | $13.2bn | 0.039% | +0.003 pp | -0.008 pp | +6.1% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.4bn | 0.025% | +0.000 pp | -0.005 pp | +6.6% | Yes |
| Regency Centers → REG | United States | $12.4bn | 0.037% | +0.003 pp | -0.002 pp | +11.9% | Yes |
| Simon Property Group → SPG | United States | $40.4bn | 0.121% | +0.018 pp | +0.000 pp | +29.2% | 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.