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 REITs0.45%-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 Retail REITs
Retail REITs · weight
0.34%
Industry change · 12M
-0.01 pp
Retail REITs · contribution
-0.012 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Mar 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 |
|---|---|---|---|---|---|---|---|
| Simon Property Group → SPG | United States | $44.3bn | 0.123% | +0.002 pp | +0.015 pp | +48.5% | Yes |
| Realty Income → O | United States | $46.6bn | 0.129% | +0.005 pp | -0.013 pp | -9.7% | Yes |
| Regency Centers → REG | United States | $11.2bn | 0.031% | -0.006 pp | -0.005 pp | +3.3% | No |
| Kimco Realty → KIM | United States | $13.2bn | 0.037% | -0.003 pp | -0.005 pp | +5.9% | No |
| Federal Realty Investment Trust → FRT | United States | $8.5bn | 0.024% | -0.002 pp | -0.004 pp | +8.0% | 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.