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 REITs0.41%-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 Retail REITs
Retail REITs · weight
0.34%
Industry change · 12M
-0.01 pp
Retail REITs · contribution
-0.010 pp
Company participation
40%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Apr 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 | $39.8bn | 0.115% | -0.001 pp | +0.007 pp | +31.7% | No |
| Realty Income → O | United States | $46.1bn | 0.134% | +0.016 pp | -0.007 pp | -9.9% | Yes |
| Regency Centers → REG | United States | $10.9bn | 0.032% | -0.003 pp | -0.004 pp | +0.6% | No |
| Kimco Realty → KIM | United States | $12.5bn | 0.036% | -0.001 pp | -0.004 pp | +2.4% | No |
| Federal Realty Investment Trust → FRT | United States | $8.6bn | 0.025% | +0.000 pp | -0.002 pp | +10.1% | 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.