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
Industrial REITs0.29%-0.08 ppTelecom Tower REITs0.43%-0.06 ppData Center REITs0.31%-0.05 ppHealth Care REITs0.28%+0.05 ppMulti-Family Residential REITs0.23%-0.03 ppReal Estate Services0.16%-0.03 ppTimber REITs0.05%-0.02 ppOther Specialized REITs0.08%+0.02 ppHotel & Resort REITs0.11%-0.02 ppOffice REITs0.08%-0.02 ppRetail REITs0.34%+0.01 ppSingle-Family Residential REITs0.05%-0.01 ppSelf-Storage REITs0.24%-0.01 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.34%
Industry change · 12M
+0.01 pp
Retail REITs · contribution
+0.012 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Aug 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 | $47.4bn | 0.115% | +0.033 pp | +0.012 pp | +56.1% | Yes |
| Realty Income → O | United States | $54.1bn | 0.131% | +0.042 pp | +0.004 pp | +16.9% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.6bn | 0.023% | +0.007 pp | -0.002 pp | +22.6% | Yes |
| Regency Centers → REG | United States | $13.2bn | 0.032% | +0.010 pp | -0.002 pp | +22.0% | Yes |
| Kimco Realty → KIM | United States | $15.7bn | 0.038% | +0.013 pp | +0.000 pp | +29.6% | 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.