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

Industrials10.8%+1.00 ppConsumer Discretionary12.0%+1.00 ppFinancials11.9%+0.68 ppInformation Technology27.8%+0.62 ppConsumer Staples7.8%+0.06 ppMaterials2.9%-0.19 ppEnergy3.3%-0.23 ppReal Estate2.6%-0.43 ppCommunication Services2.7%-0.45 ppUtilities2.9%-0.48 ppHealth Care15.3%-1.58 pp

2 · Industry

Inside Real Estate

Telecom Tower REITs0.41%-0.19 ppIndustrial REITs0.27%-0.12 ppMulti-Family Residential REITs0.23%-0.05 ppSelf-Storage REITs0.21%-0.03 ppHotel & Resort REITs0.12%-0.03 ppHealth Care REITs0.25%+0.02 ppOffice REITs0.09%-0.01 ppOther Specialized REITs0.07%+0.01 ppTimber REITs0.06%-0.01 ppRetail REITs0.34%-0.01 ppSingle-Family Residential REITs0.06%-0.01 ppData Center REITs0.32%-0.00 ppReal Estate Services0.19%-0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.09%-0.014 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
-0.014 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Apr 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$20.3bn0.059%-0.004 pp-0.014 pp-2.5%No
BXP, Inc. →
BXP
United States$9.7bn0.028%-0.003 pp-0.000 pp+23.7%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.