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 REITs0.47%-0.15 ppMulti-Family Residential REITs0.21%-0.08 ppIndustrial REITs0.35%-0.05 ppData Center REITs0.37%+0.04 ppRetail REITs0.34%-0.04 ppOffice REITs0.09%-0.04 ppSelf-Storage REITs0.23%-0.03 ppHotel & Resort REITs0.13%-0.03 ppHealth Care REITs0.23%-0.02 ppOther Specialized REITs0.07%+0.01 ppReal Estate Services0.18%-0.01 ppTimber REITs0.07%-0.01 ppSingle-Family Residential REITs0.06%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.34%
Industry change · 12M
-0.04 pp
Retail REITs · contribution
-0.040 pp
Company participation
60%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Feb 2024 · 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 | $44.9bn | 0.129% | +0.007 pp | -0.020 pp | -13.9% | Yes |
| Kimco Realty → KIM | United States | $13.3bn | 0.038% | +0.001 pp | -0.007 pp | +1.1% | Yes |
| Federal Realty Investment Trust → FRT | United States | $8.4bn | 0.024% | -0.000 pp | -0.007 pp | -1.3% | No |
| Regency Centers → REG | United States | $11.4bn | 0.033% | -0.003 pp | -0.005 pp | +2.8% | No |
| Simon Property Group → SPG | United States | $42.0bn | 0.120% | +0.010 pp | -0.001 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.