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 REITs0.27%-0.07 ppHealth Care REITs0.28%+0.05 ppData Center REITs0.32%-0.03 ppTelecom Tower REITs0.43%-0.03 ppHotel & Resort REITs0.11%-0.03 ppMulti-Family Residential REITs0.22%-0.02 ppOther Specialized REITs0.08%+0.02 ppReal Estate Services0.16%-0.02 ppTimber REITs0.06%-0.02 ppSingle-Family Residential REITs0.05%-0.01 ppRetail REITs0.33%+0.01 ppOffice REITs0.08%-0.01 ppSelf-Storage REITs0.24%-0.00 pp
3 · Sub-industry
Inside Retail REITs
Retail REITs · weight
0.33%
Industry change · 12M
+0.01 pp
Retail REITs · contribution
+0.014 pp
Company participation
100%
of industry constituents above their 6M weight average
4 · Companies driving this sub-industry
Sep 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 | $55.2bn | 0.129% | +0.042 pp | +0.010 pp | +33.9% | Yes |
| Simon Property Group → SPG | United States | $47.9bn | 0.111% | +0.031 pp | +0.009 pp | +65.0% | Yes |
| Regency Centers → REG | United States | $13.1bn | 0.031% | +0.009 pp | -0.003 pp | +26.7% | Yes |
| Federal Realty Investment Trust → FRT | United States | $9.6bn | 0.022% | +0.007 pp | -0.002 pp | +31.0% | Yes |
| Kimco Realty → KIM | United States | $15.7bn | 0.036% | +0.012 pp | +0.000 pp | +39.0% | 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.