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 REITs0.29%-0.09 ppIndustrial REITs0.19%-0.07 ppReal Estate Services0.11%-0.03 ppMulti-Family Residential REITs0.16%-0.03 ppData Center REITs0.22%-0.02 ppHotel & Resort REITs0.08%-0.02 ppHealth Care REITs0.18%+0.02 ppTimber REITs0.04%-0.02 ppRetail REITs0.23%-0.01 ppOther Specialized REITs0.05%+0.01 ppOffice REITs0.06%-0.01 ppSelf-Storage REITs0.16%-0.01 ppSingle-Family Residential REITs0.04%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.23%
Industry change · 12M
-0.01 pp
Retail REITs · contribution
-0.011 pp
Company participation
0%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Jun 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 | $46.0bn | 0.086% | -0.043 pp | -0.007 pp | -6.9% | No |
| Simon Property Group → SPG | United States | $43.0bn | 0.081% | -0.042 pp | +0.005 pp | +39.2% | No |
| Kimco Realty → KIM | United States | $13.1bn | 0.025% | -0.012 pp | -0.004 pp | +4.1% | No |
| Regency Centers → REG | United States | $11.5bn | 0.022% | -0.009 pp | -0.003 pp | +5.1% | No |
| Federal Realty Investment Trust → FRT | United States | $8.4bn | 0.016% | -0.008 pp | -0.003 pp | +8.9% | 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.