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

Materials34.0%+1.88 ppFinancials8.2%+0.50 ppConsumer Staples5.1%+0.15 ppIndustrials7.1%+0.09 ppUtilities2.0%-0.12 ppReal Estate1.9%-0.15 ppCommunication Services1.8%-0.15 ppEnergy2.0%-0.39 ppInformation Technology19.8%-0.42 ppConsumer Discretionary8.2%-0.48 ppHealth Care10.0%-0.91 pp

2 · Industry

Inside Real Estate

Industrial REITs0.21%-0.04 ppTelecom Tower REITs0.31%-0.03 ppHealth Care REITs0.19%+0.03 ppMulti-Family Residential REITs0.15%-0.03 ppData Center REITs0.22%-0.03 ppHotel & Resort REITs0.08%-0.02 ppOther Specialized REITs0.05%+0.01 ppOffice REITs0.06%-0.01 ppTimber REITs0.04%-0.01 ppReal Estate Services0.12%-0.01 ppSingle-Family Residential REITs0.04%-0.01 ppSelf-Storage REITs0.15%+0.00 ppRetail REITs0.23%-0.00 pp

3 · Sub-industry

Inside Office REITs

Office REITs0.06%-0.013 pp
Concentrated

Most of this industry's losses came from a few companies.

View all contributions →
Office REITs · weight
0.06%
Industry change · 12M
-0.01 pp
Office REITs · contribution
-0.013 pp
Company participation
0%
of industry constituents above their 6M weight average

4 · Companies driving this sub-industry

Jul 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$20.5bn0.037%-0.022 pp-0.011 pp-2.5%No
BXP, Inc. →
BXP
United States$11.2bn0.020%-0.008 pp-0.003 pp+14.0%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.