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 REITs0.30%-0.09 ppIndustrial REITs0.20%-0.09 ppMulti-Family Residential REITs0.15%-0.04 ppReal Estate Services0.11%-0.02 ppHotel & Resort REITs0.08%-0.02 ppHealth Care REITs0.18%+0.02 ppData Center REITs0.23%-0.02 ppSelf-Storage REITs0.15%-0.02 ppSingle-Family Residential REITs0.04%-0.01 ppTimber REITs0.04%-0.01 ppOffice REITs0.06%-0.01 ppRetail REITs0.23%-0.01 ppOther Specialized REITs0.05%+0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.23%
Industry change · 12M
-0.01 pp
Retail REITs · contribution
-0.009 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
May 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 | $46.2bn | 0.088% | -0.040 pp | -0.011 pp | -6.0% | No |
| Simon Property Group → SPG | United States | $42.9bn | 0.082% | -0.038 pp | +0.008 pp | +52.9% | No |
| Kimco Realty → KIM | United States | $13.1bn | 0.025% | -0.013 pp | -0.003 pp | +11.1% | No |
| Regency Centers → REG | United States | $11.3bn | 0.022% | -0.011 pp | -0.002 pp | +13.8% | No |
| Federal Realty Investment Trust → FRT | United States | $8.4bn | 0.016% | -0.008 pp | -0.002 pp | +19.6% | 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.