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
Universe›Real Estate›Office REITs›Office REITs

1 · Sector

Weight and 12M allocation change

Information Technology28.3%+1.04 ppFinancials11.9%+0.79 ppConsumer Discretionary12.0%+0.65 ppIndustrials10.6%+0.56 ppConsumer Staples7.5%-0.03 ppMaterials2.9%-0.23 ppEnergy3.3%-0.30 ppReal Estate2.7%-0.32 ppCommunication Services2.8%-0.43 ppUtilities2.7%-0.60 ppHealth Care15.4%-1.13 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.45%-0.17 ppIndustrial REITs0.33%-0.06 ppMulti-Family Residential REITs0.22%-0.05 ppSelf-Storage REITs0.23%-0.03 ppHotel & Resort REITs0.13%-0.03 ppReal Estate Services0.19%+0.02 ppData Center REITs0.34%+0.02 ppOther Specialized REITs0.07%+0.01 ppOffice REITs0.09%-0.01 ppRetail REITs0.34%-0.01 ppSingle-Family Residential REITs0.06%-0.00 ppHealth Care REITs0.22%+0.00 ppTimber REITs0.07%-0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.09%-0.012 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Office REITs · weight
0.09%
Industry change · 12M
-0.01 pp
Office REITs · contribution
-0.012 pp
Company participation
50%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Mar 2024 · sorted by absolute contribution to 12-month change

CompanyCountryMarket capUniverse weight3M contribution12M contribution12M price returnAbove 6M weight average
Alexandria Real Estate Equities →
ARE
United States$22.6bn0.063%-0.003 pp-0.012 pp+7.2%Yes
BXP, Inc. →
BXP
United States$10.3bn0.028%-0.004 pp-0.001 pp+28.7%No

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.